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Wedgewood Investors’s McDonald's MCD Stock Holding History

Wedgewood Investors’s Portfolio MCD Stock Details MCD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$588K Hold
2,011
– – 0.68% 40
2025
Q1 		$628K Hold
2,011
– – 0.75% 37
2024
Q4 		$583K Sell
2,011
-100
-5% -$29K 0.69% 42
2024
Q3 		$643K Buy
2,111
+8
+0.4% +$2.44K 0.7% 43
2024
Q2 		$536K Buy
+2,103
New +$536K 0.64% 45
2023
Q4 		$623K Sell
2,100
-25
-1% -$7.41K 0.77% 38
2023
Q3 		$560K Sell
2,125
-100
-4% -$26.3K 0.76% 37
2023
Q2 		$664K Hold
2,225
– – 0.85% 37
2023
Q1 		$622K Sell
2,225
-50
-2% -$14K 0.81% 37
2022
Q4 		$600K Hold
2,275
– – 0.79% 41
2022
Q3 		$525K Hold
2,275
– – 0.81% 40
2022
Q2 		$562K Hold
2,275
– – 0.79% 44
2022
Q1 		$563K Hold
2,275
– – 0.68% 48
2021
Q4 		$610K Hold
2,275
– – 0.72% 41
2021
Q3 		$549K Sell
2,275
-50
-2% -$12.1K 0.71% 44
2021
Q2 		$537K Hold
2,325
– – 0.68% 45
2021
Q1 		$521K Sell
2,325
-100
-4% -$22.4K 0.65% 44
2020
Q4 		$520K Hold
2,425
– – 0.68% 42
2020
Q3 		$532K Sell
2,425
-100
-4% -$21.9K 0.79% 35
2020
Q2 		$466K Hold
2,525
– – 0.75% 39
2020
Q1 		$418K Hold
2,525
– – 0.81% 36
2019
Q4 		$499K Hold
2,525
– – 0.71% 44
2019
Q3 		$542K Hold
2,525
– – 0.81% 38
2019
Q2 		$524K Hold
2,525
– – 0.75% 39
2019
Q1 		$479K Hold
2,525
– – 0.74% 42
2018
Q4 		$448K Hold
2,525
– – 0.82% 41
2018
Q3 		$422K Hold
2,525
– – 0.67% 50
2018
Q2 		$396K Hold
2,525
– – 0.68% 49
2018
Q1 		$395K Hold
2,525
– – 0.34% 68
2017
Q4 		$435K Hold
2,525
– – 0.35% 66
2017
Q3 		$396K Hold
2,525
– – 0.33% 69
2017
Q2 		$387K Hold
2,525
– – 0.33% 71
2017
Q1 		$327K Sell
2,525
-110
-4% -$14.2K 0.29% 81
2016
Q4 		$321K Hold
2,635
– – 0.3% 80
2016
Q3 		$304K Hold
2,635
– – 0.28% 78
2016
Q2 		$317K Hold
2,635
– – 0.3% 76
2016
Q1 		$331K Sell
2,635
-130
-5% -$16.3K 0.33% 70
2015
Q4 		$327K Sell
2,765
-100
-3% -$11.8K 0.33% 71
2015
Q3 		$282K Hold
2,865
– – 0.29% 80
2015
Q2 		$272K Sell
2,865
-100
-3% -$9.49K 0.26% 90
2015
Q1 		$289K Sell
2,965
-930
-24% -$90.6K 0.28% 90
2014
Q4 		$365K Buy
3,895
+630
+19% +$59K 0.36% 71
2014
Q3 		$310K Hold
3,265
– – 0.32% 77
2014
Q2 		$329K Sell
3,265
-100
-3% -$10.1K 0.34% 75
2014
Q1 		$330K Sell
3,365
-100
-3% -$9.81K 0.36% 72
2013
Q4 		$336K Sell
3,465
-200
-5% -$19.4K 0.38% 70
2013
Q3 		$353K Sell
3,665
-189
-5% -$18.2K 0.42% 68
2013
Q2 		$382K Buy
+3,854
New +$382K 0.49% 60