WF
Welch & Forbes’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $90.9M | Sell |
310,967
-1,566
| -0.5% | -$458K | 1.13% | 29 |
|
|
2025
Q1 | $97.6M | Buy |
312,533
+29
| +0% | +$9.06K | 1.28% | 25 |
|
|
2024
Q4 | $90.6M | Sell |
312,504
-1,801
| -0.6% | -$522K | 1.16% | 26 |
|
|
2024
Q3 | $95.7M | Sell |
314,305
-2,880
| -0.9% | -$877K | 1.22% | 24 |
|
|
2024
Q2 | $78.7M | Buy |
317,185
+628
| +0.2% | +$156K | 1.05% | 30 |
|
|
2024
Q1 | $89.3M | Sell |
316,557
-3,656
| -1% | -$1.03M | 1.23% | 24 |
|
|
2023
Q4 | $94.9M | Sell |
320,213
-3,072
| -1% | -$911K | 1.43% | 20 |
|
|
2023
Q3 | $85.2M | Buy |
323,285
+152
| +0% | +$40K | 1.41% | 19 |
|
|
2023
Q2 | $96.4M | Sell |
323,133
-1,800
| -0.6% | -$537K | 1.52% | 17 |
|
|
2023
Q1 | $90.9M | Buy |
324,933
+1,497
| +0.5% | +$419K | 1.54% | 18 |
|
|
2022
Q4 | $85.2M | Buy |
323,436
+204
| +0.1% | +$53.8K | 1.53% | 18 |
|
|
2022
Q3 | $74.6M | Buy |
323,232
+365
| +0.1% | +$84.2K | 1.46% | 18 |
|
|
2022
Q2 | $79.7M | Sell |
322,867
-248
| -0.1% | -$61.2K | 1.46% | 20 |
|
|
2022
Q1 | $79.9M | Buy |
323,115
+4,815
| +2% | +$1.19M | 1.26% | 23 |
|
|
2021
Q4 | $85.3M | Buy |
318,300
+3,183
| +1% | +$853K | 1.28% | 24 |
|
|
2021
Q3 | $76M | Buy |
315,117
+5,128
| +2% | +$1.24M | 1.26% | 24 |
|
|
2021
Q2 | $71.6M | Buy |
309,989
+3,849
| +1% | +$889K | 1.21% | 26 |
|
|
2021
Q1 | $68.6M | Buy |
306,140
+4,277
| +1% | +$959K | 1.27% | 23 |
|
|
2020
Q4 | $64.8M | Buy |
301,863
+1,036
| +0.3% | +$222K | 1.27% | 23 |
|
|
2020
Q3 | $66M | Sell |
300,827
-939
| -0.3% | -$206K | 1.42% | 23 |
|
|
2020
Q2 | $55.7M | Buy |
301,766
+944
| +0.3% | +$174K | 1.3% | 24 |
|
|
2020
Q1 | $49.7M | Sell |
300,822
-381
| -0.1% | -$63K | 1.39% | 22 |
|
|
2019
Q4 | $59.5M | Sell |
301,203
-2,279
| -0.8% | -$450K | 1.32% | 18 |
|
|
2019
Q3 | $65.2M | Sell |
303,482
-3,484
| -1% | -$748K | 1.56% | 18 |
|
|
2019
Q2 | $63.7M | Sell |
306,966
-2,493
| -0.8% | -$518K | 1.55% | 17 |
|
|
2019
Q1 | $58.8M | Sell |
309,459
-12,362
| -4% | -$2.35M | 1.47% | 18 |
|
|
2018
Q4 | $57.1M | Sell |
321,821
-7,179
| -2% | -$1.27M | 1.61% | 18 |
|
|
2018
Q3 | $55M | Sell |
329,000
-2,141
| -0.6% | -$358K | 1.31% | 20 |
|
|
2018
Q2 | $51.9M | Sell |
331,141
-3,679
| -1% | -$576K | 1.34% | 20 |
|
|
2018
Q1 | $52.4M | Buy |
334,820
+1,064
| +0.3% | +$166K | 1.35% | 20 |
|
|
2017
Q4 | $57.4M | Sell |
333,756
-5,716
| -2% | -$984K | 1.53% | 17 |
|
|
2017
Q3 | $53.2M | Sell |
339,472
-888
| -0.3% | -$139K | 1.4% | 18 |
|
|
2017
Q2 | $52.1M | Sell |
340,360
-2,390
| -0.7% | -$366K | 1.46% | 20 |
|
|
2017
Q1 | $44.4M | Buy |
342,750
+4,447
| +1% | +$576K | 1.27% | 23 |
|
|
2016
Q4 | $41.2M | Sell |
338,303
-1,722
| -0.5% | -$210K | 1.23% | 24 |
|
|
2016
Q3 | $39.2M | Sell |
340,025
-7,800
| -2% | -$900K | 1.36% | 22 |
|
|
2016
Q2 | $41.9M | Buy |
347,825
+2,311
| +0.7% | +$278K | 1.28% | 25 |
|
|
2016
Q1 | $43.4M | Sell |
345,514
-1,176
| -0.3% | -$148K | 1.35% | 22 |
|
|
2015
Q4 | $41M | Sell |
346,690
-15,934
| -4% | -$1.88M | 1.31% | 21 |
|
|
2015
Q3 | $35.7M | Sell |
362,624
-6,074
| -2% | -$598K | 1.19% | 25 |
|
|
2015
Q2 | $35.1M | Sell |
368,698
-5,413
| -1% | -$515K | 1.09% | 33 |
|
|
2015
Q1 | $36.5M | Sell |
374,111
-30,058
| -7% | -$2.93M | 1.1% | 30 |
|
|
2014
Q4 | $37.9M | Sell |
404,169
-9,433
| -2% | -$884K | 1.11% | 26 |
|
|
2014
Q3 | $39.2M | Sell |
413,602
-14,539
| -3% | -$1.38M | 1.2% | 26 |
|
|
2014
Q2 | $43.1M | Buy |
428,141
+6,593
| +2% | +$664K | 1.36% | 19 |
|
|
2014
Q1 | $41.3M | Buy |
421,548
+1,176
| +0.3% | +$115K | 1.31% | 21 |
|
|
2013
Q4 | $40.8M | Buy |
420,372
+7,768
| +2% | +$754K | 1.29% | 24 |
|
|
2013
Q3 | $39.7M | Buy |
412,604
+2,764
| +0.7% | +$266K | 1.34% | 18 |
|
|
2013
Q2 | $40.6M | Buy |
+409,840
| New | +$40.6M | 1.45% | 14 |
|