WA
WBH Advisory’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.13M | Sell |
14,142
-822
| -5% | -$240K | 0.35% | 60 |
|
|
2025
Q1 | $4.67M | Sell |
14,964
-165
| -1% | -$51.5K | 0.44% | 52 |
|
|
2024
Q4 | $4.39M | Sell |
15,129
-27
| -0.2% | -$7.83K | 0.41% | 54 |
|
|
2024
Q3 | $4.62M | Sell |
15,156
-365
| -2% | -$111K | 0.44% | 53 |
|
|
2024
Q2 | $3.96M | Sell |
15,521
-584
| -4% | -$149K | 0.4% | 60 |
|
|
2024
Q1 | $4.54M | Sell |
16,105
-649
| -4% | -$183K | 0.47% | 51 |
|
|
2023
Q4 | $4.97M | Sell |
16,754
-144
| -0.9% | -$42.7K | 0.55% | 47 |
|
|
2023
Q3 | $4.45M | Sell |
16,898
-36
| -0.2% | -$9.48K | 0.55% | 49 |
|
|
2023
Q2 | $5.05M | Sell |
16,934
-349
| -2% | -$104K | 0.6% | 48 |
|
|
2023
Q1 | $4.83M | Buy |
+17,283
| New | +$4.83M | 0.6% | 46 |
|
|
2022
Q3 | $4.17M | Sell |
18,064
-277
| -2% | -$63.9K | 0.6% | 46 |
|
|
2022
Q2 | $4.65M | Sell |
18,341
-646
| -3% | -$164K | 0.62% | 44 |
|
|
2022
Q1 | $4.83M | Sell |
18,987
-1,471
| -7% | -$374K | 0.59% | 46 |
|
|
2021
Q4 | $5.48M | Buy |
20,458
+319
| +2% | +$85.5K | 0.63% | 40 |
|
|
2021
Q3 | $4.86M | Buy |
20,139
+486
| +2% | +$117K | 0.65% | 39 |
|
|
2021
Q2 | $4.8M | Sell |
19,653
-591
| -3% | -$144K | 0.7% | 39 |
|
|
2021
Q1 | $4.54M | Sell |
20,244
-1,103
| -5% | -$247K | 0.73% | 35 |
|
|
2020
Q4 | $4.56M | Buy |
21,347
+35
| +0.2% | +$7.48K | 0.78% | 34 |
|
|
2020
Q3 | $4.68M | Sell |
21,312
-362
| -2% | -$79.5K | 0.94% | 24 |
|
|
2020
Q2 | $4M | Sell |
21,674
-443
| -2% | -$81.7K | 0.97% | 26 |
|
|
2020
Q1 | $3.66K | Sell |
22,117
-490
| -2% | -$81 | 0.86% | 26 |
|
|
2019
Q4 | $4.47M | Sell |
22,607
-74
| -0.3% | -$14.6K | 0.91% | 27 |
|
|
2019
Q3 | $4.87M | Sell |
22,681
-96
| -0.4% | -$20.6K | 1.09% | 24 |
|
|
2019
Q2 | $4.73M | Sell |
22,777
-92
| -0.4% | -$19.1K | 1.1% | 23 |
|
|
2019
Q1 | $4.34M | Sell |
22,869
-86
| -0.4% | -$16.3K | 1.03% | 24 |
|
|
2018
Q4 | $4.08K | Sell |
22,955
-829
| -3% | -$147 | 0.99% | 22 |
|
|
2018
Q3 | $3.98M | Sell |
23,784
-618
| -3% | -$103K | 0.96% | 21 |
|
|
2018
Q2 | $3.82M | Sell |
24,402
-228
| -0.9% | -$35.7K | 0.99% | 23 |
|
|
2018
Q1 | $3.85M | Buy |
24,630
+333
| +1% | +$52.1K | 1.05% | 20 |
|
|
2017
Q4 | $4.18M | Sell |
24,297
-565
| -2% | -$97.2K | 1.12% | 19 |
|
|
2017
Q3 | $3.9M | Sell |
24,862
-497
| -2% | -$77.9K | 1.09% | 20 |
|
|
2017
Q2 | $3.88M | Sell |
25,359
-72
| -0.3% | -$11K | 1.09% | 18 |
|
|
2017
Q1 | $3.3M | Sell |
25,431
-285
| -1% | -$36.9K | 0.99% | 22 |
|
|
2016
Q4 | $3.13M | Sell |
25,716
-323
| -1% | -$39.3K | 1.04% | 18 |
|
|
2016
Q3 | $3M | Sell |
26,039
-11
| -0% | -$1.27K | 1.03% | 18 |
|
|
2016
Q2 | $3.13M | Sell |
26,050
-130
| -0.5% | -$15.6K | 1.22% | 16 |
|
|
2016
Q1 | $3.29M | Sell |
26,180
-25
| -0.1% | -$3.14K | 1.1% | 16 |
|
|
2015
Q4 | $3.1K | Sell |
26,205
-501
| -2% | -$59 | 1.08% | 17 |
|
|
2015
Q3 | $2.63M | Sell |
26,706
-399
| -1% | -$39.3K | 1.09% | 17 |
|
|
2015
Q2 | $2.58M | Sell |
27,105
-1,536
| -5% | -$146K | 1.01% | 16 |
|
|
2015
Q1 | $2.79K | Sell |
28,641
-8,496
| -23% | -$828 | 0.78% | 17 |
|
|
2014
Q4 | $3.48M | Sell |
37,137
-1,094
| -3% | -$102K | 1.31% | 14 |
|
|
2014
Q3 | $3.62M | Sell |
38,231
-2,703
| -7% | -$256K | 1.27% | 15 |
|
|
2014
Q2 | $4.12M | Sell |
40,934
-754
| -2% | -$75.9K | 1.56% | 13 |
|
|
2014
Q1 | $4.09M | Sell |
41,688
-882
| -2% | -$86.4K | 1.63% | 12 |
|
|
2013
Q4 | $4.13M | Buy |
42,570
+149
| +0.4% | +$14.5K | 1.66% | 11 |
|
|
2013
Q3 | $4.08M | Sell |
42,421
-1,283
| -3% | -$123K | 1.83% | 11 |
|
|
2013
Q2 | $4.33M | Buy |
+43,704
| New | +$4.33M | 2% | 11 |
|