WG
Welch Group’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $60.2M | Buy |
206,004
+2,180
| +1% | +$637K | 2.52% | 14 |
|
|
2025
Q1 | $62.6M | Buy |
203,824
+4,422
| +2% | +$1.36M | 2.75% | 11 |
|
|
2024
Q4 | $57.7M | Buy |
199,402
+2,745
| +1% | +$795K | 2.6% | 13 |
|
|
2024
Q3 | $59.9M | Buy |
196,657
+4,558
| +2% | +$1.39M | 2.6% | 15 |
|
|
2024
Q2 | $49M | Buy |
192,099
+5,884
| +3% | +$1.5M | 2.35% | 21 |
|
|
2024
Q1 | $52.5M | Sell |
186,215
-722
| -0.4% | -$204K | 2.6% | 16 |
|
|
2023
Q4 | $55.4M | Buy |
186,937
+3,088
| +2% | +$916K | 2.99% | 9 |
|
|
2023
Q3 | $48.4M | Sell |
183,849
-879
| -0.5% | -$232K | 2.87% | 10 |
|
|
2023
Q2 | $55.1M | Sell |
184,728
-1,613
| -0.9% | -$481K | 3.16% | 4 |
|
|
2023
Q1 | $52.1M | Sell |
186,341
-2,538
| -1% | -$710K | 3.03% | 8 |
|
|
2022
Q4 | $49.8M | Buy |
188,879
+1,918
| +1% | +$505K | 2.85% | 16 |
|
|
2022
Q3 | $43.1M | Buy |
186,961
+2,619
| +1% | +$604K | 2.81% | 15 |
|
|
2022
Q2 | $45.5M | Buy |
184,342
+4,489
| +2% | +$1.11M | 2.78% | 15 |
|
|
2022
Q1 | $44.5M | Buy |
179,853
+5,529
| +3% | +$1.37M | 2.54% | 18 |
|
|
2021
Q4 | $46.7M | Buy |
174,324
+4,073
| +2% | +$1.09M | 2.73% | 13 |
|
|
2021
Q3 | $41M | Buy |
170,251
+1,418
| +0.8% | +$342K | 2.78% | 8 |
|
|
2021
Q2 | $39M | Buy |
168,833
+3,303
| +2% | +$763K | 2.66% | 14 |
|
|
2021
Q1 | $37.1M | Buy |
165,530
+3,072
| +2% | +$689K | 2.67% | 16 |
|
|
2020
Q4 | $34.9M | Sell |
162,458
-155
| -0.1% | -$33.3K | 2.8% | 16 |
|
|
2020
Q3 | $35.7M | Buy |
162,613
+2,983
| +2% | +$655K | 3.12% | 8 |
|
|
2020
Q2 | $29.4M | Buy |
159,630
+2,457
| +2% | +$453K | 2.75% | 19 |
|
|
2020
Q1 | $26M | Buy |
157,173
+10,195
| +7% | +$1.69M | 2.77% | 20 |
|
|
2019
Q4 | $29M | Buy |
146,978
+2,853
| +2% | +$564K | 2.86% | 22 |
|
|
2019
Q3 | $30.9M | Sell |
144,125
-4,497
| -3% | -$966K | 3.18% | 9 |
|
|
2019
Q2 | $30.9M | Sell |
148,622
-3,441
| -2% | -$715K | 3.29% | 5 |
|
|
2019
Q1 | $28.9M | Sell |
152,063
-2,443
| -2% | -$464K | 3.18% | 8 |
|
|
2018
Q4 | $27.4M | Sell |
154,506
-1,572
| -1% | -$279K | 3.36% | 2 |
|
|
2018
Q3 | $26.1K | Buy |
156,078
+5,375
| +4% | +$899 | 2.72% | 16 |
|
|
2018
Q2 | $23.6M | Buy |
150,703
+624
| +0.4% | +$97.8K | 2.94% | 15 |
|
|
2018
Q1 | $23.5M | Buy |
150,079
+30,278
| +25% | +$4.73M | 2.97% | 13 |
|
|
2017
Q4 | $20.6M | Sell |
119,801
-3,433
| -3% | -$591K | 3.2% | 5 |
|
|
2017
Q3 | $19.3M | Sell |
123,234
-5,675
| -4% | -$889K | 3.23% | 4 |
|
|
2017
Q2 | $19.7M | Buy |
128,909
+4,755
| +4% | +$728K | 3.29% | 2 |
|
|
2017
Q1 | $16.1M | Buy |
124,154
+1,420
| +1% | +$184K | 3.03% | 13 |
|
|
2016
Q4 | $14.9M | Buy |
122,734
+3,919
| +3% | +$477K | 2.92% | 20 |
|
|
2016
Q3 | $13.7M | Sell |
118,815
-909
| -0.8% | -$105K | 2.72% | 25 |
|
|
2016
Q2 | $14.4M | Sell |
119,724
-37,126
| -24% | -$4.47M | 2.93% | 18 |
|
|
2016
Q1 | $19.7M | Sell |
156,850
-5,885
| -4% | -$740K | 3.29% | 3 |
|
|
2015
Q4 | $19.2M | Sell |
162,735
-938
| -0.6% | -$111K | 3.45% | 2 |
|
|
2015
Q3 | $16.1M | Buy |
163,673
+5,041
| +3% | +$497K | 3.12% | 8 |
|
|
2015
Q2 | $15.1M | Buy |
158,632
+6,230
| +4% | +$592K | 2.86% | 19 |
|
|
2015
Q1 | $14.9K | Buy |
152,402
+9,098
| +6% | +$887 | 2.73% | 22 |
|
|
2014
Q4 | $13.4M | Buy |
143,304
+6,630
| +5% | +$621K | 2.59% | 28 |
|
|
2014
Q3 | $13M | Buy |
136,674
+5,532
| +4% | +$524K | 2.68% | 24 |
|
|
2014
Q2 | $13.2M | Buy |
131,142
+5,555
| +4% | +$560K | 2.74% | 21 |
|
|
2014
Q1 | $12.3M | Buy |
125,587
+6,785
| +6% | +$665K | 2.79% | 25 |
|
|
2013
Q4 | $11.5M | Buy |
118,802
+4,844
| +4% | +$470K | 2.61% | 26 |
|
|
2013
Q3 | $11M | Buy |
113,958
+4,655
| +4% | +$448K | 2.7% | 24 |
|
|
2013
Q2 | $10.8M | Buy |
+109,303
| New | +$10.8M | 2.81% | 19 |
|