Weik Capital Management’s McDonald's MCD Stock Holding History

Weik Capital Management’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	$1.31M	Sell	4,485 -40	-0.9%	-$11.7K	0.52%	40
2025 Q1	$1.41M	Sell	4,525 -10	-0.2%	-$3.12K	0.58%	35
2024 Q4	$1.31M	Sell	4,535 -10	-0.2%	-$2.9K	0.53%	37
2024 Q3	$1.38M	Sell	4,545 -50	-1%	-$15.2K	0.56%	40
2024 Q2	$1.17M	Buy	4,595 +220	+5%	+$56.1K	0.5%	41
2024 Q1	$1.23M	Sell	4,375 -85	-2%	-$24K	0.52%	43
2023 Q4	$1.32M	Hold	4,460	–	–	0.61%	42
2023 Q3	$1.17M	Hold	4,460	–	–	0.58%	39
2023 Q2	$1.33M	Sell	4,460 -640	-13%	-$191K	0.63%	40
2023 Q1	$1.43M	Sell	5,100 -50	-1%	-$14K	0.65%	41
2022 Q4	$1.36M	Sell	5,150 -80	-2%	-$21.1K	0.63%	43
2022 Q3	$1.21M	Sell	5,230 -200	-4%	-$46.2K	0.6%	43
2022 Q2	$1.34M	Buy	5,430 +30	+0.6%	+$7.41K	0.61%	44
2022 Q1	$1.34M	Buy	5,400 +110	+2%	+$27.2K	0.53%	47
2021 Q4	$1.42M	Buy	5,290 +15	+0.3%	+$4.02K	0.54%	47
2021 Q3	$1.27M	Buy	5,275 +90	+2%	+$21.7K	0.53%	46
2021 Q2	$1.2M	Sell	5,185 -115	-2%	-$26.6K	0.47%	47
2021 Q1	$1.19M	Buy	5,300 +430	+9%	+$96.4K	0.5%	47
2020 Q4	$1.05M	Hold	4,870	–	–	0.47%	51
2020 Q3	$1.07M	Hold	4,870	–	–	0.52%	47
2020 Q2	$898K	Sell	4,870 -70	-1%	-$12.9K	0.48%	48
2020 Q1	$817K	Sell	4,940 -150	-3%	-$24.8K	0.47%	49
2019 Q4	$1.01M	Sell	5,090 -10	-0.2%	-$1.98K	0.45%	54
2019 Q3	$1.1M	Sell	5,100 -20	-0.4%	-$4.29K	0.53%	49
2019 Q2	$1.06M	Sell	5,120 -225	-4%	-$46.7K	0.51%	49
2019 Q1	$1.02M	Hold	5,345	–	–	0.5%	50
2018 Q4	$949K	Hold	5,345	–	–	0.52%	48
2018 Q3	$894K	Sell	5,345 -600	-10%	-$100K	0.43%	56
2018 Q2	$932K	Sell	5,945 -615	-9%	-$96.4K	0.46%	54
2018 Q1	$1.03M	Sell	6,560 -190	-3%	-$29.7K	0.49%	54
2017 Q4	$1.16M	Sell	6,750 -115	-2%	-$19.8K	0.54%	51
2017 Q3	$1.08M	Hold	6,865	–	–	0.51%	53
2017 Q2	$1.05M	Sell	6,865 -15	-0.2%	-$2.3K	0.55%	49
2017 Q1	$892K	Sell	6,880 -60	-0.9%	-$7.78K	0.47%	58
2016 Q4	$845K	Sell	6,940 -525	-7%	-$63.9K	0.47%	56
2016 Q3	$861K	Buy	7,465 +125	+2%	+$14.4K	0.5%	51
2016 Q2	$883K	Sell	7,340 -45	-0.6%	-$5.41K	0.53%	48
2016 Q1	$928K	Sell	7,385 -650	-8%	-$81.7K	0.56%	45
2015 Q4	$949K	Sell	8,035 -300	-4%	-$35.4K	0.57%	49
2015 Q3	$821K	Hold	8,335	–	–	0.5%	48
2015 Q2	$792K	Hold	8,335	–	–	0.46%	55
2015 Q1	$812K	Buy	8,335 +25	+0.3%	+$2.44K	0.47%	52
2014 Q4	$779K	Buy	8,310 +375	+5%	+$35.2K	0.45%	52
2014 Q3	$752K	Buy	7,935 +475	+6%	+$45K	0.46%	49
2014 Q2	$752K	Hold	7,460	–	–	0.46%	46
2014 Q1	$731K	Sell	7,460 -510	-6%	-$50K	0.46%	46
2013 Q4	$773K	Buy	7,970 +1,985	+33%	+$193K	0.48%	45
2013 Q3	$576K	Hold	5,985	–	–	0.39%	55
2013 Q2	$593K	Buy	+5,985	New	+$593K	0.42%	50