Waters Parkerson & Co’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 | $1.21M | Hold |
4,144
| – | – | 0.06% | 95 |
|
|
2025
Q1 | $1.29M | Hold |
4,144
| – | – | 0.07% | 92 |
|
|
2024
Q4 | $1.2M | Buy |
4,144
+3,320
| +403% | +$962K | 0.06% | 92 |
|
|
2024
Q3 | $251K | Hold |
824
| – | – | 0.01% | 172 |
|
|
2024
Q2 | $210K | Hold |
824
| – | – | 0.01% | 174 |
|
|
2024
Q1 | $232K | Hold |
824
| – | – | 0.01% | 171 |
|
|
2023
Q4 | $244K | Buy |
+824
| New | +$244K | 0.01% | 163 |
|
|
2023
Q3 | – | Sell |
-1,580
| Closed | -$472K | – | 182 |
|
|
2023
Q2 | $472K | Hold |
1,580
| – | – | 0.03% | 125 |
|
|
2023
Q1 | $442K | Hold |
1,580
| – | – | 0.03% | 124 |
|
|
2022
Q4 | $416K | Sell |
1,580
-700
| -31% | -$184K | 0.03% | 125 |
|
|
2022
Q3 | $526K | Hold |
2,280
| – | – | 0.04% | 111 |
|
|
2022
Q2 | $563K | Sell |
2,280
-469
| -17% | -$116K | 0.04% | 111 |
|
|
2022
Q1 | $680K | Sell |
2,749
-22
| -0.8% | -$5.44K | 0.04% | 109 |
|
|
2021
Q4 | $743K | Buy |
2,771
+44
| +2% | +$11.8K | 0.04% | 106 |
|
|
2021
Q3 | $658K | Sell |
2,727
-16
| -0.6% | -$3.86K | 0.04% | 111 |
|
|
2021
Q2 | $634K | Hold |
2,743
| – | – | 0.04% | 111 |
|
|
2021
Q1 | $615K | Buy |
2,743
+66
| +2% | +$14.8K | 0.04% | 109 |
|
|
2020
Q4 | $574K | Sell |
2,677
-237
| -8% | -$50.8K | 0.04% | 108 |
|
|
2020
Q3 | $640K | Hold |
2,914
| – | – | 0.05% | 95 |
|
|
2020
Q2 | $538K | Hold |
2,914
| – | – | 0.04% | 104 |
|
|
2020
Q1 | $482K | Hold |
2,914
| – | – | 0.05% | 95 |
|
|
2019
Q4 | $576K | Buy |
2,914
+74
| +3% | +$14.6K | 0.04% | 99 |
|
|
2019
Q3 | $610K | Hold |
2,840
| – | – | 0.05% | 96 |
|
|
2019
Q2 | $590K | Buy |
2,840
+1,334
| +89% | +$277K | 0.05% | 99 |
|
|
2019
Q1 | $286K | Hold |
1,506
| – | – | 0.02% | 134 |
|
|
2018
Q4 | $267K | Hold |
1,506
| – | – | 0.03% | 136 |
|
|
2018
Q3 | $252K | Hold |
1,506
| – | – | 0.02% | 147 |
|
|
2018
Q2 | $236K | Hold |
1,506
| – | – | 0.02% | 149 |
|
|
2018
Q1 | $236K | Hold |
1,506
| – | – | 0.02% | 153 |
|
|
2017
Q4 | $259K | Hold |
1,506
| – | – | 0.02% | 153 |
|
|
2017
Q3 | $236K | Sell |
1,506
-50
| -3% | -$7.84K | 0.02% | 155 |
|
|
2017
Q2 | $238K | Hold |
1,556
| – | – | 0.02% | 153 |
|
|
2017
Q1 | $202K | Buy |
+1,556
| New | +$202K | 0.02% | 164 |
|