WCM
Whitener Capital Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.96M | Buy |
30,683
+308
| +1% | +$90K | 2.37% | 10 |
|
|
2025
Q1 | $9.49M | Buy |
30,375
+1,502
| +5% | +$469K | 2.68% | 9 |
|
|
2024
Q4 | $8.37M | Buy |
28,873
+1,404
| +5% | +$407K | 2.35% | 10 |
|
|
2024
Q3 | $8.36M | Buy |
27,469
+2,124
| +8% | +$647K | 2.37% | 10 |
|
|
2024
Q2 | $6.46M | Buy |
25,345
+3,004
| +13% | +$766K | 1.96% | 12 |
|
|
2024
Q1 | $6.3M | Buy |
22,341
+778
| +4% | +$219K | 2.06% | 12 |
|
|
2023
Q4 | $6.39M | Buy |
21,563
+597
| +3% | +$177K | 2.31% | 9 |
|
|
2023
Q3 | $5.52M | Buy |
20,966
+1,253
| +6% | +$330K | 2.21% | 10 |
|
|
2023
Q2 | $5.88M | Buy |
19,713
+642
| +3% | +$192K | 2.26% | 10 |
|
|
2023
Q1 | $5.33M | Buy |
19,071
+1,990
| +12% | +$556K | 2.23% | 10 |
|
|
2022
Q4 | $4.5M | Buy |
17,081
+1,785
| +12% | +$470K | 1.97% | 13 |
|
|
2022
Q3 | $3.53M | Buy |
15,296
+270
| +2% | +$62.3K | 1.67% | 18 |
|
|
2022
Q2 | $3.71M | Buy |
15,026
+315
| +2% | +$77.8K | 1.67% | 18 |
|
|
2022
Q1 | $3.64M | Buy |
14,711
+2,002
| +16% | +$495K | 1.37% | 20 |
|
|
2021
Q4 | $3.41M | Buy |
12,709
+2,373
| +23% | +$636K | 1.22% | 19 |
|
|
2021
Q3 | $2.22M | Sell |
10,336
-1,870
| -15% | -$401K | 1.02% | 23 |
|
|
2021
Q2 | $2.82M | Buy |
12,206
+185
| +2% | +$42.7K | 1.12% | 20 |
|
|
2021
Q1 | $2.69M | Buy |
12,021
+1,685
| +16% | +$378K | 1.17% | 19 |
|
|
2020
Q4 | $2.22M | Buy |
10,336
+483
| +5% | +$104K | 1.01% | 23 |
|
|
2020
Q3 | $2.16M | Sell |
9,853
-305
| -3% | -$66.9K | 1.04% | 20 |
|
|
2020
Q2 | $1.87M | Buy |
10,158
+1,040
| +11% | +$192K | 0.97% | 23 |
|
|
2020
Q1 | $1.51M | Buy |
9,118
+4,905
| +116% | +$811K | 0.97% | 30 |
|
|
2019
Q4 | $832K | Buy |
4,213
+200
| +5% | +$39.5K | 0.43% | 60 |
|
|
2019
Q3 | $861K | Sell |
4,013
-10
| -0.2% | -$2.15K | 0.47% | 50 |
|
|
2019
Q2 | $835K | Buy |
4,023
+1,050
| +35% | +$218K | 0.48% | 53 |
|
|
2019
Q1 | $564K | Sell |
2,973
-1,000
| -25% | -$190K | 0.37% | 69 |
|
|
2018
Q4 | $705K | Buy |
3,973
+1,020
| +35% | +$181K | 0.52% | 53 |
|
|
2018
Q3 | $494K | Buy |
2,953
+100
| +4% | +$16.7K | 0.32% | 78 |
|
|
2018
Q2 | $447K | Hold |
2,853
| – | – | 0.35% | 81 |
|
|
2018
Q1 | $446K | Hold |
2,853
| – | – | 0.34% | 74 |
|
|
2017
Q4 | $491K | Buy |
+2,853
| New | +$491K | 0.42% | 67 |
|