WestEnd Advisors’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 | $4.09K | Sell |
14
-1
| -7% | -$292 | ﹤0.01% | 109 |
|
|
2025
Q1 | $4.69K | Buy |
15
+11
| +275% | +$3.44K | ﹤0.01% | 103 |
|
|
2024
Q4 | $1.16K | Sell |
4
-1
| -20% | -$290 | ﹤0.01% | 122 |
|
|
2024
Q3 | $1.52K | Hold |
5
| – | – | ﹤0.01% | 102 |
|
|
2024
Q2 | $1.27K | Hold |
5
| – | – | ﹤0.01% | 107 |
|
|
2024
Q1 | $1.41K | Hold |
5
| – | – | ﹤0.01% | 101 |
|
|
2023
Q4 | $1.48K | Hold |
5
| – | – | ﹤0.01% | 104 |
|
|
2023
Q3 | $1.32K | Buy |
+5
| New | +$1.32K | ﹤0.01% | 96 |
|
|
2023
Q2 | – | Hold |
0
| – | -$1.4K | – | 202 |
|
|
2023
Q1 | – | Sell |
-5
| Closed | -$1.32K | – | 89 |
|
|
2022
Q4 | $1.32K | Buy |
5
+1
| +25% | +$264 | ﹤0.01% | 89 |
|
|
2022
Q3 | $1K | Sell |
4
-1
| -20% | -$250 | ﹤0.01% | 118 |
|
|
2022
Q2 | $1.23K | Buy |
+5
| New | +$1.23K | ﹤0.01% | 98 |
|
|
2022
Q1 | – | Sell |
-6
| Closed | -$1.61K | – | 101 |
|
|
2021
Q4 | $1.61K | Buy |
+6
| New | +$1.61K | ﹤0.01% | 91 |
|
|
2021
Q3 | – | Hold |
0
| – | -$1.39M | – | 85 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 85 |
|