West Branch Capital’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 | $3.25M | Buy |
11,127
+434
| +4% | +$127K | 0.96% | 27 |
|
|
2025
Q1 | $3.34M | Buy |
10,693
+735
| +7% | +$230K | 1.11% | 24 |
|
|
2024
Q4 | $2.89M | Buy |
9,958
+1,163
| +13% | +$337K | 0.92% | 24 |
|
|
2024
Q3 | $2.68M | Buy |
8,795
+389
| +5% | +$118K | 0.93% | 23 |
|
|
2024
Q2 | $2.14M | Buy |
8,406
+90
| +1% | +$22.9K | 0.8% | 27 |
|
|
2024
Q1 | $2.34M | Buy |
8,316
+622
| +8% | +$175K | 0.95% | 26 |
|
|
2023
Q4 | $2.28M | Buy |
7,694
+462
| +6% | +$137K | 1.07% | 22 |
|
|
2023
Q3 | $1.91M | Buy |
7,232
+22
| +0.3% | +$5.8K | 1% | 23 |
|
|
2023
Q2 | $2.15M | Buy |
7,210
+95
| +1% | +$28.3K | 1.07% | 20 |
|
|
2023
Q1 | $1.99M | Buy |
7,115
+21
| +0.3% | +$5.87K | 1.11% | 21 |
|
|
2022
Q4 | $1.87M | Sell |
7,094
-11
| -0.2% | -$2.9K | 1.15% | 21 |
|
|
2022
Q3 | $1.64M | Buy |
7,105
+141
| +2% | +$32.5K | 1.02% | 24 |
|
|
2022
Q2 | $1.72M | Buy |
6,964
+71
| +1% | +$17.5K | 0.99% | 25 |
|
|
2022
Q1 | $1.71M | Buy |
6,893
+33
| +0.5% | +$8.16K | 0.81% | 30 |
|
|
2021
Q4 | $1.84M | Sell |
6,860
-104
| -1% | -$27.9K | 0.78% | 35 |
|
|
2021
Q3 | $1.68M | Sell |
6,964
-132
| -2% | -$31.8K | 0.81% | 34 |
|
|
2021
Q2 | $1.64M | Sell |
7,096
-568
| -7% | -$131K | 0.81% | 34 |
|
|
2021
Q1 | $1.72M | Sell |
7,664
-2,671
| -26% | -$599K | 1.01% | 29 |
|
|
2020
Q4 | $2.22M | Buy |
10,335
+209
| +2% | +$44.9K | 1.31% | 24 |
|
|
2020
Q3 | $2.22M | Sell |
10,126
-101
| -1% | -$22.2K | 1.42% | 20 |
|
|
2020
Q2 | $1.89M | Buy |
10,227
+841
| +9% | +$155K | 1.33% | 20 |
|
|
2020
Q1 | $1.55M | Sell |
9,386
-75
| -0.8% | -$12.4K | 1.48% | 20 |
|
|
2019
Q4 | $1.87M | Buy |
9,461
+1,733
| +22% | +$342K | 1.3% | 27 |
|
|
2019
Q3 | $1.66M | Sell |
7,728
-532
| -6% | -$114K | 1.23% | 22 |
|
|
2019
Q2 | $1.72M | Sell |
8,260
-1,090
| -12% | -$226K | 1.42% | 19 |
|
|
2019
Q1 | $1.78M | Buy |
9,350
+45
| +0.5% | +$8.55K | 1.59% | 18 |
|
|
2018
Q4 | $1.65M | Buy |
9,305
+16
| +0.2% | +$2.84K | 1.74% | 17 |
|
|
2018
Q3 | $1.55M | Sell |
9,289
-115
| -1% | -$19.2K | 1.15% | 26 |
|
|
2018
Q2 | $1.47M | Buy |
+9,404
| New | +$1.47M | 1.16% | 30 |
|