Westover Capital 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 | $915K | Sell |
3,131
-26
| -0.8% | -$7.6K | 0.18% | 102 |
|
|
2025
Q1 | $986K | Buy |
3,157
+23
| +0.7% | +$7.19K | 0.22% | 96 |
|
|
2024
Q4 | $909K | Sell |
3,134
-17
| -0.5% | -$4.93K | 0.2% | 100 |
|
|
2024
Q3 | $960K | Sell |
3,151
-45
| -1% | -$13.7K | 0.18% | 101 |
|
|
2024
Q2 | $814K | Sell |
3,196
-4,881
| -60% | -$1.24M | 0.21% | 99 |
|
|
2024
Q1 | $2.28M | Sell |
8,077
-133
| -2% | -$37.5K | 0.67% | 42 |
|
|
2023
Q4 | $2.43M | Buy |
8,210
+22
| +0.3% | +$6.52K | 0.79% | 36 |
|
|
2023
Q3 | $2.16M | Sell |
8,188
-96
| -1% | -$25.3K | 0.78% | 35 |
|
|
2023
Q2 | $2.47M | Sell |
8,284
-200
| -2% | -$59.7K | 0.86% | 34 |
|
|
2023
Q1 | $2.37M | Sell |
8,484
-65
| -0.8% | -$18.2K | 0.88% | 33 |
|
|
2022
Q4 | $2.25M | Sell |
8,549
-84
| -1% | -$22.1K | 0.89% | 34 |
|
|
2022
Q3 | $1.99M | Sell |
8,633
-134
| -2% | -$30.9K | 0.76% | 39 |
|
|
2022
Q2 | $2.16M | Sell |
8,767
-291
| -3% | -$71.8K | 0.8% | 36 |
|
|
2022
Q1 | $2.24M | Sell |
9,058
-959
| -10% | -$237K | 0.7% | 41 |
|
|
2021
Q4 | $2.69M | Sell |
10,017
-142
| -1% | -$38.1K | 0.78% | 36 |
|
|
2021
Q3 | $2.45M | Sell |
10,159
-135
| -1% | -$32.6K | 0.77% | 38 |
|
|
2021
Q2 | $2.38M | Sell |
10,294
-71
| -0.7% | -$16.4K | 0.76% | 40 |
|
|
2021
Q1 | $2.32M | Sell |
10,365
-94
| -0.9% | -$21.1K | 0.8% | 37 |
|
|
2020
Q4 | $2.24M | Sell |
10,459
-203
| -2% | -$43.6K | 0.81% | 35 |
|
|
2020
Q3 | $2.34M | Sell |
10,662
-529
| -5% | -$116K | 0.96% | 30 |
|
|
2020
Q2 | $2.06M | Buy |
11,191
+187
| +2% | +$34.5K | 0.97% | 36 |
|
|
2020
Q1 | $1.82M | Buy |
11,004
+228
| +2% | +$37.7K | 0.99% | 38 |
|
|
2019
Q4 | $2.13M | Sell |
10,776
-338
| -3% | -$66.8K | 0.95% | 38 |
|
|
2019
Q3 | $2.39M | Sell |
11,114
-233
| -2% | -$50K | 1.13% | 33 |
|
|
2019
Q2 | $2.36M | Sell |
11,347
-331
| -3% | -$68.7K | 1.16% | 33 |
|
|
2019
Q1 | $2.22M | Buy |
11,678
+308
| +3% | +$58.5K | 1.15% | 36 |
|
|
2018
Q4 | $2.02M | Buy |
11,370
+5,414
| +91% | +$961K | 1.26% | 32 |
|
|
2018
Q3 | $996K | Sell |
5,956
-905
| -13% | -$151K | 0.5% | 62 |
|
|
2018
Q2 | $1.08M | Sell |
6,861
-246
| -3% | -$38.5K | 0.58% | 56 |
|
|
2018
Q1 | $1.11M | Sell |
7,107
-12
| -0.2% | -$1.88K | 0.6% | 55 |
|
|
2017
Q4 | $1.23M | Buy |
7,119
+143
| +2% | +$24.6K | 0.67% | 53 |
|
|
2017
Q3 | $1.09M | Sell |
6,976
-673
| -9% | -$105K | 0.64% | 48 |
|
|
2017
Q2 | $1.17M | Sell |
7,649
-29
| -0.4% | -$4.44K | 0.77% | 44 |
|
|
2017
Q1 | $995K | Sell |
7,678
-760
| -9% | -$98.5K | 0.66% | 49 |
|
|
2016
Q4 | $1.03M | Buy |
+8,438
| New | +$1.03M | 0.74% | 44 |
|
|
2016
Q2 | – | Sell |
-1,645
| Closed | -$207K | – | 86 |
|
|
2016
Q1 | $207K | Buy |
+1,645
| New | +$207K | 0.17% | 87 |
|
|
2015
Q2 | – | Sell |
-2,121
| Closed | -$207K | – | 98 |
|
|
2015
Q1 | $207K | Buy |
+2,121
| New | +$207K | 0.17% | 88 |
|
|
2014
Q4 | – | Sell |
-3,041
| Closed | -$288K | – | 89 |
|
|
2014
Q3 | $288K | Sell |
3,041
-523
| -15% | -$49.5K | 0.23% | 76 |
|
|
2014
Q2 | $359K | Sell |
3,564
-423
| -11% | -$42.6K | 0.3% | 72 |
|
|
2014
Q1 | $391K | Sell |
3,987
-1,000
| -20% | -$98.1K | 0.36% | 65 |
|
|
2013
Q4 | $484K | Buy |
4,987
+987
| +25% | +$95.8K | 0.46% | 55 |
|
|
2013
Q3 | $385K | Buy |
4,000
+193
| +5% | +$18.6K | 0.4% | 55 |
|
|
2013
Q2 | $377K | Buy |
+3,807
| New | +$377K | 0.37% | 55 |
|