Westwood Holdings Group’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
$680K Buy
2,327
+205
+10% +$59.9K 0.01% 369
2025
Q1
$663K Sell
2,122
-2,061
-49% -$644K 0.01% 376
2024
Q4
$1.21M Sell
4,183
-269,750
-98% -$78.2M 0.01% 358
2024
Q3
$83.4M Buy
273,933
+293
+0.1% +$89.2K 0.35% 92
2024
Q2
$69.7M Buy
273,640
+266,707
+3,847% +$68M 0.33% 99
2024
Q1
$1.96M Buy
6,933
+461
+7% +$130K 0.02% 317
2023
Q4
$1.92M Sell
6,472
-53
-0.8% -$15.7K 0.02% 317
2023
Q3
$1.72M Sell
6,525
-673
-9% -$177K 0.02% 304
2023
Q2
$2.15M Sell
7,198
-141
-2% -$42.1K 0.02% 296
2023
Q1
$2.05M Sell
7,339
-122
-2% -$34.1K 0.02% 298
2022
Q4
$1.97M Buy
7,461
+38
+0.5% +$10K 0.02% 305
2022
Q3
$1.71M Sell
7,423
-174
-2% -$40.1K 0.02% 279
2022
Q2
$1.88M Sell
7,597
-2,390
-24% -$590K 0.02% 291
2022
Q1
$2.47M Sell
9,987
-430
-4% -$106K 0.02% 289
2021
Q4
$2.79M Buy
10,417
+234
+2% +$62.7K 0.03% 275
2021
Q3
$2.46M Sell
10,183
-24,506
-71% -$5.91M 0.03% 271
2021
Q2
$8.01M Sell
34,689
-4,235
-11% -$978K 0.08% 201
2021
Q1
$8.73M Sell
38,924
-341,298
-90% -$76.5M 0.09% 218
2020
Q4
$81.6M Sell
380,222
-977
-0.3% -$210K 0.94% 26
2020
Q3
$83.7M Sell
381,199
-7,663
-2% -$1.68M 1.06% 21
2020
Q2
$71.7M Buy
388,862
+78,992
+25% +$14.6M 0.95% 27
2020
Q1
$51.2M Buy
309,870
+289,577
+1,427% +$47.9M 0.77% 37
2019
Q4
$4.01M Buy
20,293
+1,700
+9% +$336K 0.04% 267
2019
Q3
$3.99M Sell
18,593
-486
-3% -$104K 0.04% 262
2019
Q2
$3.96M Sell
19,079
-3,409
-15% -$708K 0.04% 267
2019
Q1
$4.27M Sell
22,488
-1,587
-7% -$301K 0.04% 220
2018
Q4
$4.28M Sell
24,075
-11,830
-33% -$2.1M 0.05% 217
2018
Q3
$6.01M Buy
35,905
+33,180
+1,218% +$5.55M 0.05% 216
2018
Q2
$427K Sell
2,725
-1,884
-41% -$295K ﹤0.01% 375
2018
Q1
$721K Sell
4,609
-8,852
-66% -$1.38M 0.01% 345
2017
Q4
$2.32M Buy
13,461
+4,361
+48% +$751K 0.02% 282
2017
Q3
$1.43M Sell
9,100
-3,256
-26% -$510K 0.01% 289
2017
Q2
$1.89M Sell
12,356
-1,984
-14% -$304K 0.02% 278
2017
Q1
$1.86M Buy
14,340
+13,966
+3,734% +$1.81M 0.02% 279
2016
Q4
$46K Hold
374
﹤0.01% 441
2016
Q3
$43K Buy
374
+24
+7% +$2.76K ﹤0.01% 446
2016
Q2
$42K Hold
350
﹤0.01% 386
2016
Q1
$44K Buy
+350
New +$44K ﹤0.01% 381
2015
Q1
Sell
-52,037
Closed -$4.88M 329
2014
Q4
$4.88M Sell
52,037
-49,619
-49% -$4.65M 0.04% 231
2014
Q3
$9.64M Buy
101,656
+87
+0.1% +$8.25K 0.08% 178
2014
Q2
$10.2M Buy
101,569
+4,846
+5% +$488K 0.08% 168
2014
Q1
$9.48M Sell
96,723
-54,497
-36% -$5.34M 0.07% 163
2013
Q4
$14.7M Sell
151,220
-859
-0.6% -$83.3K 0.11% 140
2013
Q3
$14.6M Buy
152,079
+10,002
+7% +$962K 0.12% 146
2013
Q2
$14.1M Buy
+142,077
New +$14.1M 0.12% 148