Whitney & Co’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $693K | Hold |
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|
2025
Q2 | $666K | Hold |
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|
2025
Q1 | $713K | Sell |
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|
2024
Q4 | $676K | Sell |
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|
2024
Q3 | $719K | Sell |
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|
2024
Q2 | $628K | Sell |
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|
2024
Q1 | $819K | Sell |
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|
2023
Q4 | $867K | Buy |
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|
2023
Q3 | $769K | Sell |
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|
2023
Q2 | $923K | Hold |
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|
2023
Q1 | $865K | Hold |
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|
2022
Q4 | $815K | Hold |
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|
2022
Q3 | $714K | Buy |
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|
2022
Q2 | $759K | Sell |
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|
2022
Q1 | $772K | Sell |
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|
2021
Q4 | $858K | Sell |
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|
2021
Q3 | $814K | Hold |
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|
2021
Q2 | $780K | Sell |
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|
2021
Q1 | $785K | Buy |
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|
2020
Q4 | $749K | Sell |
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|
2020
Q3 | $807K | Sell |
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|
2020
Q2 | $688K | Sell |
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|
2020
Q1 | $651K | Sell |
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|
2019
Q4 | $847K | Sell |
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|
2019
Q3 | $832K | Sell |
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|
2019
Q2 | $983K | Sell |
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|
2019
Q1 | $937K | Sell |
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|
2018
Q4 | $1.03M | Sell |
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|
2018
Q3 | $1.31M | Sell |
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|
2018
Q2 | $1.28M | Sell |
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|
2018
Q1 | $1.47M | Sell |
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|
2017
Q4 | $1.7M | Sell |
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|
2017
Q3 | $1.64M | Hold |
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|
2017
Q2 | $1.64M | Sell |
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|
2017
Q1 | $1.4M | Sell |
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|
2016
Q4 | $1.34M | Buy |
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|
2016
Q3 | $1.23M | Hold |
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|
2016
Q2 | $1.29M | Hold |
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|
2016
Q1 | $1.34M | Sell |
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|
2015
Q4 | $1.28M | Sell |
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|
2015
Q3 | $1.07M | Sell |
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|
2015
Q2 | $1.05M | Sell |
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|
2015
Q1 | $1.11M | Buy |
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|
2014
Q4 | $1.06M | Buy |
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|
2014
Q3 | $834K | Buy |
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