WDA
Wendell David Associates’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.7M | Sell |
74,252
-428
| -0.6% | -$125K | 2.18% | 12 |
|
|
2025
Q1 | $23.3M | Sell |
74,680
-1,035
| -1% | -$323K | 2.33% | 12 |
|
|
2024
Q4 | $21.9M | Sell |
75,715
-1,040
| -1% | -$301K | 2.17% | 13 |
|
|
2024
Q3 | $23.4M | Sell |
76,755
-525
| -0.7% | -$160K | 2.24% | 11 |
|
|
2024
Q2 | $19.7M | Sell |
77,280
-291
| -0.4% | -$74.2K | 2.01% | 13 |
|
|
2024
Q1 | $21.9M | Sell |
77,571
-19
| -0% | -$5.36K | 2.21% | 11 |
|
|
2023
Q4 | $23M | Buy |
77,590
+815
| +1% | +$242K | 2.48% | 10 |
|
|
2023
Q3 | $20.2M | Sell |
76,775
-219
| -0.3% | -$57.7K | 2.38% | 9 |
|
|
2023
Q2 | $23M | Sell |
76,994
-47
| -0.1% | -$14K | 2.6% | 8 |
|
|
2023
Q1 | $21.5M | Sell |
77,041
-73
| -0.1% | -$20.4K | 2.55% | 9 |
|
|
2022
Q4 | $20.3M | Buy |
77,114
+110
| +0.1% | +$29K | 2.5% | 10 |
|
|
2022
Q3 | $17.8M | Buy |
77,004
+50
| +0.1% | +$11.5K | 2.39% | 10 |
|
|
2022
Q2 | $19M | Buy |
76,954
+200
| +0.3% | +$49.4K | 2.42% | 11 |
|
|
2022
Q1 | $19M | Sell |
76,754
-1,500
| -2% | -$371K | 2.11% | 13 |
|
|
2021
Q4 | $21M | Sell |
78,254
-31
| -0% | -$8.31K | 2.12% | 12 |
|
|
2021
Q3 | $18.9M | Buy |
78,285
+150
| +0.2% | +$36.2K | 2.1% | 13 |
|
|
2021
Q2 | $18M | Sell |
78,135
-250
| -0.3% | -$57.7K | 2.02% | 15 |
|
|
2021
Q1 | $17.6M | Sell |
78,385
-115
| -0.1% | -$25.8K | 2.11% | 15 |
|
|
2020
Q4 | $16.8M | Buy |
78,500
+287
| +0.4% | +$61.6K | 2.06% | 16 |
|
|
2020
Q3 | $17.2M | Sell |
78,213
-900
| -1% | -$198K | 2.29% | 14 |
|
|
2020
Q2 | $14.6M | Sell |
79,113
-450
| -0.6% | -$83K | 2.12% | 15 |
|
|
2020
Q1 | $13.2M | Sell |
79,563
-356
| -0.4% | -$58.9K | 2.23% | 13 |
|
|
2019
Q4 | $15.8M | Buy |
79,919
+920
| +1% | +$182K | 2.18% | 13 |
|
|
2019
Q3 | $17M | Sell |
78,999
-400
| -0.5% | -$85.9K | 2.48% | 11 |
|
|
2019
Q2 | $16.5M | Sell |
79,399
-16
| -0% | -$3.32K | 2.47% | 10 |
|
|
2019
Q1 | $15.1M | Sell |
79,415
-344
| -0.4% | -$65.3K | 2.35% | 13 |
|
|
2018
Q4 | $14.2M | Sell |
79,759
-1,121
| -1% | -$199K | 2.55% | 11 |
|
|
2018
Q3 | $13.5M | Buy |
80,880
+120
| +0.1% | +$20.1K | 2.11% | 13 |
|
|
2018
Q2 | $12.7M | Buy |
80,760
+830
| +1% | +$130K | 2.16% | 11 |
|
|
2018
Q1 | $12.5M | Sell |
79,930
-330
| -0.4% | -$51.6K | 2.25% | 9 |
|
|
2017
Q4 | $13.8M | Sell |
80,260
-3,106
| -4% | -$535K | 2.37% | 10 |
|
|
2017
Q3 | $13.1M | Sell |
83,366
-633
| -0.8% | -$99.2K | 2.31% | 12 |
|
|
2017
Q2 | $12.9M | Sell |
83,999
-1,250
| -1% | -$191K | 2.42% | 11 |
|
|
2017
Q1 | $11M | Sell |
85,249
-1,675
| -2% | -$217K | 2.11% | 15 |
|
|
2016
Q4 | $10.6M | Sell |
86,924
-2,193
| -2% | -$267K | 2.09% | 15 |
|
|
2016
Q3 | $10.3M | Buy |
89,117
+100
| +0.1% | +$11.5K | 2.03% | 14 |
|
|
2016
Q2 | $10.7M | Sell |
89,017
-2,700
| -3% | -$324K | 2.1% | 15 |
|
|
2016
Q1 | $11.6M | Sell |
91,717
-1,508
| -2% | -$190K | 2.24% | 14 |
|
|
2015
Q4 | $11M | Sell |
93,225
-906
| -1% | -$107K | 2.17% | 15 |
|
|
2015
Q3 | $9.32M | Sell |
94,131
-1,775
| -2% | -$176K | 1.91% | 16 |
|
|
2015
Q2 | $9.11M | Sell |
95,906
-1,170
| -1% | -$111K | 1.77% | 19 |
|
|
2015
Q1 | $9.42M | Sell |
97,076
-1,590
| -2% | -$154K | 1.81% | 19 |
|
|
2014
Q4 | $9.28M | Sell |
98,666
-3,032
| -3% | -$285K | 1.81% | 20 |
|
|
2014
Q3 | $9.66M | Sell |
101,698
-14,587
| -13% | -$1.39M | 2.01% | 13 |
|
|
2014
Q2 | $11.7M | Sell |
116,285
-4,185
| -3% | -$423K | 2.47% | 9 |
|
|
2014
Q1 | $11.8M | Sell |
120,470
-7,785
| -6% | -$763K | 2.57% | 9 |
|
|
2013
Q4 | $12.4M | Sell |
128,255
-1,165
| -0.9% | -$113K | 2.73% | 9 |
|
|
2013
Q3 | $12.4M | Sell |
129,420
-6,697
| -5% | -$643K | 2.98% | 6 |
|
|
2013
Q2 | $13.5M | Buy |
+136,117
| New | +$13.5M | 3.37% | 4 |
|