Wellington Shields & Co’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $662K | Hold |
2,266
| – | – | 0.19% | 113 |
|
|
2025
Q1 | $708K | Hold |
2,266
| – | – | 0.22% | 103 |
|
|
2024
Q4 | $657K | Sell |
2,266
-23
| -1% | -$6.67K | 0.2% | 107 |
|
|
2024
Q3 | $697K | Buy |
2,289
+23
| +1% | +$7.01K | 0.21% | 105 |
|
|
2024
Q2 | $578K | Hold |
2,266
| – | – | 0.19% | 110 |
|
|
2024
Q1 | $639K | Hold |
2,266
| – | – | 0.21% | 109 |
|
|
2023
Q4 | $672K | Sell |
2,266
-340
| -13% | -$101K | 0.25% | 92 |
|
|
2023
Q3 | $687K | Buy |
2,606
+1,472
| +130% | +$388K | 0.17% | 87 |
|
|
2023
Q2 | $338K | Sell |
1,134
-1,254
| -53% | -$374K | 0.08% | 152 |
|
|
2023
Q1 | $668K | Buy |
2,388
+47
| +2% | +$13.1K | 0.15% | 91 |
|
|
2022
Q4 | $617K | Buy |
2,341
+8
| +0.3% | +$2.11K | 0.14% | 98 |
|
|
2022
Q3 | $538K | Buy |
2,333
+9
| +0.4% | +$2.08K | 0.23% | 102 |
|
|
2022
Q2 | $574K | Buy |
2,324
+109
| +5% | +$26.9K | 0.14% | 97 |
|
|
2022
Q1 | $548K | Buy |
2,215
+9
| +0.4% | +$2.23K | 0.18% | 119 |
|
|
2021
Q4 | $591K | Sell |
2,206
-149
| -6% | -$39.9K | 0.12% | 111 |
|
|
2021
Q3 | $568K | Buy |
2,355
+108
| +5% | +$26K | 0.2% | 108 |
|
|
2021
Q2 | $519K | Buy |
2,247
+165
| +8% | +$38.1K | 0.17% | 112 |
|
|
2021
Q1 | $467K | Buy |
2,082
+9
| +0.4% | +$2.02K | 0.17% | 114 |
|
|
2020
Q4 | $445K | Buy |
2,073
+9
| +0.4% | +$1.93K | 0.16% | 108 |
|
|
2020
Q3 | $453K | Buy |
2,064
+8
| +0.4% | +$1.76K | 0.19% | 100 |
|
|
2020
Q2 | $379K | Buy |
2,056
+10
| +0.5% | +$1.84K | 0.17% | 114 |
|
|
2020
Q1 | $338K | Buy |
2,046
+60
| +3% | +$9.91K | 0.19% | 113 |
|
|
2019
Q4 | $393K | Buy |
+1,986
| New | +$393K | 0.17% | 116 |
|
|
2019
Q3 | – | Sell |
-1,969
| Closed | -$409K | – | 161 |
|
|
2019
Q2 | $409K | Buy |
1,969
+8
| +0.4% | +$1.66K | 0.19% | 115 |
|
|
2019
Q1 | $372K | Buy |
1,961
+9
| +0.5% | +$1.71K | 0.19% | 114 |
|
|
2018
Q4 | $347K | Buy |
1,952
+397
| +26% | +$70.6K | 0.2% | 110 |
|
|
2018
Q3 | $260K | Buy |
1,555
+8
| +0.5% | +$1.34K | 0.14% | 116 |
|
|
2018
Q2 | $242K | Buy |
1,547
+9
| +0.6% | +$1.41K | 0.13% | 124 |
|
|
2018
Q1 | $241K | Buy |
1,538
+9
| +0.6% | +$1.41K | 0.13% | 127 |
|
|
2017
Q4 | $263K | Buy |
1,529
+8
| +0.5% | +$1.38K | 0.14% | 125 |
|
|
2017
Q3 | $238K | Buy |
1,521
+8
| +0.5% | +$1.25K | 0.08% | 117 |
|
|
2017
Q2 | $232K | Buy |
+1,513
| New | +$232K | 0.08% | 116 |
|