WSCM
Wellington Shields Capital Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $759K | Hold |
2,598
| – | – | 0.13% | 123 |
|
|
2025
Q1 | $811K | Sell |
2,598
-1,030
| -28% | -$322K | 0.15% | 109 |
|
|
2024
Q4 | $1.05M | Hold |
3,628
| – | – | 0.19% | 97 |
|
|
2024
Q3 | $1.1M | Buy |
3,628
+36
| +1% | +$11K | 0.19% | 103 |
|
|
2024
Q2 | $915K | Sell |
3,592
-311
| -8% | -$79.3K | 0.17% | 111 |
|
|
2024
Q1 | $1.1M | Buy |
3,903
+40
| +1% | +$11.3K | 0.21% | 100 |
|
|
2023
Q4 | $1.15M | Buy |
3,863
+10
| +0.3% | +$2.97K | 0.14% | 97 |
|
|
2023
Q3 | $1.01M | Buy |
3,853
+191
| +5% | +$50.3K | 0.13% | 101 |
|
|
2023
Q2 | $1.09M | Hold |
3,662
| – | – | 0.13% | 99 |
|
|
2023
Q1 | $1.02M | Hold |
3,662
| – | – | 0.12% | 97 |
|
|
2022
Q4 | $965K | Hold |
3,662
| – | – | 0.12% | 101 |
|
|
2022
Q3 | $845K | Buy |
3,662
+171
| +5% | +$39.5K | 0.2% | 110 |
|
|
2022
Q2 | $862K | Sell |
3,491
-401
| -10% | -$99K | 0.11% | 108 |
|
|
2022
Q1 | $962K | Hold |
3,892
| – | – | 0.11% | 119 |
|
|
2021
Q4 | $1.04M | Buy |
3,892
+390
| +11% | +$105K | 0.13% | 145 |
|
|
2021
Q3 | $844K | Sell |
3,502
-265
| -7% | -$63.9K | 0.12% | 139 |
|
|
2021
Q2 | $870K | Sell |
3,767
-67,167
| -95% | -$15.5M | 0.11% | 158 |
|
|
2021
Q1 | $15.9M | Buy |
70,934
+66,942
| +1,677% | +$15M | 1.51% | 11 |
|
|
2020
Q4 | $857K | Buy |
3,992
+100
| +3% | +$21.5K | 0.11% | 138 |
|
|
2020
Q3 | $854K | Sell |
3,892
-44
| -1% | -$9.66K | 0.14% | 113 |
|
|
2020
Q2 | $726K | Buy |
3,936
+70
| +2% | +$12.9K | 0.12% | 130 |
|
|
2020
Q1 | $639K | Sell |
3,866
-480
| -11% | -$79.3K | 0.12% | 125 |
|
|
2019
Q4 | $859K | Sell |
4,346
-325
| -7% | -$64.2K | 0.13% | 139 |
|
|
2019
Q3 | $1M | Buy |
4,671
+205
| +5% | +$44K | 0.16% | 115 |
|
|
2019
Q2 | $927K | Buy |
4,466
+200
| +5% | +$41.5K | 0.15% | 119 |
|
|
2019
Q1 | $810K | Buy |
4,266
+250
| +6% | +$47.5K | 0.14% | 132 |
|
|
2018
Q4 | $713K | Buy |
4,016
+52
| +1% | +$9.23K | 0.13% | 140 |
|
|
2018
Q3 | $663K | Sell |
3,964
-775
| -16% | -$130K | 0.11% | 175 |
|
|
2018
Q2 | $743K | Hold |
4,739
| – | – | 0.12% | 163 |
|
|
2018
Q1 | $741K | Buy |
4,739
+824
| +21% | +$129K | 0.11% | 174 |
|
|
2017
Q4 | $674K | Buy |
3,915
+156
| +4% | +$26.9K | 0.1% | 185 |
|
|
2017
Q3 | $589K | Sell |
3,759
-517
| -12% | -$81K | 0.1% | 192 |
|
|
2017
Q2 | $655K | Sell |
4,276
-725
| -14% | -$111K | 0.11% | 183 |
|
|
2017
Q1 | $648K | Sell |
5,001
-49
| -1% | -$6.35K | 0.1% | 179 |
|
|
2016
Q4 | $615K | Sell |
5,050
-5,874
| -54% | -$715K | 0.1% | 177 |
|
|
2016
Q3 | $1.26M | Buy |
10,924
+4,776
| +78% | +$551K | 0.22% | 106 |
|
|
2016
Q2 | $740K | Sell |
6,148
-649
| -10% | -$78.1K | 0.13% | 146 |
|
|
2016
Q1 | $854K | Buy |
6,797
+601
| +10% | +$75.5K | 0.15% | 133 |
|
|
2015
Q4 | $732K | Sell |
6,196
-1,999
| -24% | -$236K | 0.12% | 145 |
|
|
2015
Q3 | $807K | Hold |
8,195
| – | – | 0.14% | 127 |
|
|
2015
Q2 | $779K | Sell |
8,195
-1,299
| -14% | -$123K | 0.12% | 159 |
|
|
2015
Q1 | $925K | Sell |
9,494
-7,155
| -43% | -$697K | 0.14% | 139 |
|
|
2014
Q4 | $1.56M | Sell |
16,649
-1,384
| -8% | -$130K | 0.25% | 86 |
|
|
2014
Q3 | $1.71M | Sell |
18,033
-8,899
| -33% | -$844K | 0.28% | 69 |
|
|
2014
Q2 | $2.71M | Sell |
26,932
-249
| -0.9% | -$25.1K | 0.42% | 40 |
|
|
2014
Q1 | $2.67M | Buy |
27,181
+301
| +1% | +$29.5K | 0.46% | 37 |
|
|
2013
Q4 | $2.61M | Buy |
26,880
+2,151
| +9% | +$209K | 0.47% | 36 |
|
|
2013
Q3 | $2.38M | Buy |
24,729
+2,951
| +14% | +$284K | 0.46% | 36 |
|
|
2013
Q2 | $2.16M | Buy |
+21,778
| New | +$2.16M | 0.38% | 40 |
|