Watchman Group’s McDonald's MCD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$320K Hold
1,095
0.08% 66
2025
Q1
$342K Sell
1,095
-14
-1% -$4.37K 0.1% 66
2024
Q4
$321K Hold
1,109
0.08% 67
2024
Q3
$338K Buy
1,109
+3
+0.3% +$914 0.09% 68
2024
Q2
$282K Sell
1,106
-239
-18% -$60.9K 0.09% 73
2024
Q1
$379K Sell
1,345
-46
-3% -$13K 0.11% 66
2023
Q4
$412K Buy
1,391
+20
+1% +$5.93K 0.14% 62
2023
Q3
$361K Hold
1,371
0.15% 61
2023
Q2
$409K Sell
1,371
-65
-5% -$19.4K 0.2% 49
2023
Q1
$402K Sell
1,436
-50
-3% -$14K 0.21% 54
2022
Q4
$392K Sell
1,486
-75
-5% -$19.8K 0.22% 56
2022
Q3
$360K Hold
1,561
0.23% 53
2022
Q2
$385K Hold
1,561
0.24% 54
2022
Q1
$386K Buy
1,561
+26
+2% +$6.43K 0.23% 60
2021
Q4
$412K Buy
1,535
+660
+75% +$177K 0.22% 63
2021
Q3
$211K Sell
875
-28
-3% -$6.75K 0.14% 66
2021
Q2
$209K Sell
903
-40
-4% -$9.26K 0.12% 71
2021
Q1
$211K Hold
943
0.13% 73
2020
Q4
$202K Hold
943
0.13% 72
2020
Q3
$207K Buy
+943
New +$207K 0.15% 73
2020
Q1
Sell
-1,603
Closed -$317K 84
2019
Q4
$317K Buy
+1,603
New +$317K 0.24% 74