WOC
West Oak Capital’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.8K | Hold |
959
| – | – | 0.11% | 107 |
|
|
2025
Q1 | $3K | Hold |
959
| – | – | 0.12% | 100 |
|
|
2024
Q4 | $2.78M | Hold |
959
| – | – | 0.1% | 101 |
|
|
2024
Q3 | $2.92K | Hold |
959
| – | – | 0.05% | 101 |
|
|
2024
Q2 | $244K | Sell |
959
-225
| -19% | -$57.3K | 0.1% | 109 |
|
|
2024
Q1 | $334K | Hold |
1,184
| – | – | 0.14% | 93 |
|
|
2023
Q4 | $347K | Hold |
1,184
| – | – | 0.16% | 92 |
|
|
2023
Q3 | $312K | Hold |
1,184
| – | – | 0.15% | 96 |
|
|
2023
Q2 | $353K | Sell |
1,184
-50
| -4% | -$14.9K | 0.17% | 93 |
|
|
2023
Q1 | $345K | Hold |
1,234
| – | – | 0.17% | 92 |
|
|
2022
Q4 | $325K | Hold |
1,234
| – | – | 0.17% | 94 |
|
|
2022
Q3 | $285K | Sell |
1,234
-216
| -15% | -$49.9K | 0.15% | 100 |
|
|
2022
Q2 | $358K | Hold |
1,450
| – | – | 0.19% | 94 |
|
|
2022
Q1 | $359K | Sell |
1,450
-50
| -3% | -$12.4K | 0.16% | 104 |
|
|
2021
Q4 | $402K | Hold |
1,500
| – | – | 0.15% | 99 |
|
|
2021
Q3 | $362K | Hold |
1,500
| – | – | 0.14% | 100 |
|
|
2021
Q2 | $346K | Hold |
1,500
| – | – | 0.14% | 103 |
|
|
2021
Q1 | $336K | Buy |
1,500
+50
| +3% | +$11.2K | 0.14% | 98 |
|
|
2020
Q4 | $311K | Sell |
1,450
-100
| -6% | -$21.4K | 0.14% | 101 |
|
|
2020
Q3 | $340K | Hold |
1,550
| – | – | 0.19% | 84 |
|
|
2020
Q2 | $286K | Hold |
1,550
| – | – | 0.16% | 91 |
|
|
2020
Q1 | $256K | Hold |
1,550
| – | – | 0.18% | 88 |
|
|
2019
Q4 | $306K | Sell |
1,550
-75
| -5% | -$14.8K | 0.17% | 95 |
|
|
2019
Q3 | $349K | Hold |
1,625
| – | – | 0.21% | 83 |
|
|
2019
Q2 | $337K | Sell |
1,625
-25
| -2% | -$5.19K | 0.2% | 87 |
|
|
2019
Q1 | $313K | Hold |
1,650
| – | – | 0.2% | 93 |
|
|
2018
Q4 | $293K | Hold |
1,650
| – | – | 0.21% | 93 |
|
|
2018
Q3 | $276K | Sell |
1,650
-450
| -21% | -$75.3K | 0.16% | 100 |
|
|
2018
Q2 | $329K | Buy |
2,100
+550
| +35% | +$86.2K | 0.2% | 94 |
|
|
2018
Q1 | $242K | Hold |
1,550
| – | – | 0.14% | 107 |
|
|
2017
Q4 | $267K | Hold |
1,550
| – | – | 0.16% | 101 |
|
|
2017
Q3 | $243K | Hold |
1,550
| – | – | 0.14% | 113 |
|
|
2017
Q2 | $237K | Sell |
1,550
-100
| -6% | -$15.3K | 0.14% | 112 |
|
|
2017
Q1 | $214K | Sell |
1,650
-4,000
| -71% | -$518K | 0.13% | 116 |
|
|
2016
Q4 | $688K | Hold |
5,650
| – | – | 0.46% | 66 |
|
|
2016
Q3 | $652K | Buy |
5,650
+450
| +9% | +$51.9K | 0.45% | 68 |
|
|
2016
Q2 | $626K | Hold |
5,200
| – | – | 0.45% | 66 |
|
|
2016
Q1 | $654K | Hold |
5,200
| – | – | 0.5% | 65 |
|
|
2015
Q4 | $614K | Hold |
5,200
| – | – | 0.48% | 64 |
|
|
2015
Q3 | $512K | Sell |
5,200
-50
| -1% | -$4.93K | 0.41% | 68 |
|
|
2015
Q2 | $499K | Sell |
5,250
-1,775
| -25% | -$169K | 0.37% | 74 |
|
|
2015
Q1 | $685K | Sell |
7,025
-8,440
| -55% | -$822K | 0.5% | 65 |
|
|
2014
Q4 | $1.45M | Sell |
15,465
-120
| -0.8% | -$11.2K | 1.05% | 36 |
|
|
2014
Q3 | $1.48M | Sell |
15,585
-270
| -2% | -$25.6K | 1.11% | 34 |
|
|
2014
Q2 | $1.6M | Sell |
15,855
-315
| -2% | -$31.7K | 1.16% | 31 |
|
|
2014
Q1 | $1.59M | Sell |
16,170
-2,752
| -15% | -$270K | 1.16% | 29 |
|
|
2013
Q4 | $1.84M | Sell |
18,922
-475
| -2% | -$46.1K | 1.35% | 13 |
|
|
2013
Q3 | $1.87M | Buy |
19,397
+520
| +3% | +$50K | 1.46% | 5 |
|
|
2013
Q2 | $1.87M | Buy |
+18,877
| New | +$1.87M | 1.56% | 6 |
|