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 |
|