Whitney & Co’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 | $666K | Hold |
2,281
| – | – | 0.07% | 81 |
|
|
2025
Q1 | $713K | Sell |
2,281
-50
| -2% | -$15.6K | 0.08% | 82 |
|
|
2024
Q4 | $676K | Sell |
2,331
-31
| -1% | -$8.99K | 0.07% | 76 |
|
|
2024
Q3 | $719K | Sell |
2,362
-103
| -4% | -$31.4K | 0.08% | 75 |
|
|
2024
Q2 | $628K | Sell |
2,465
-438
| -15% | -$112K | 0.07% | 78 |
|
|
2024
Q1 | $819K | Sell |
2,903
-22
| -0.8% | -$6.2K | 0.1% | 71 |
|
|
2023
Q4 | $867K | Buy |
2,925
+6
| +0.2% | +$1.78K | 0.11% | 68 |
|
|
2023
Q3 | $769K | Sell |
2,919
-175
| -6% | -$46.1K | 0.12% | 72 |
|
|
2023
Q2 | $923K | Hold |
3,094
| – | – | 0.13% | 70 |
|
|
2023
Q1 | $865K | Hold |
3,094
| – | – | 0.14% | 70 |
|
|
2022
Q4 | $815K | Hold |
3,094
| – | – | 0.15% | 70 |
|
|
2022
Q3 | $714K | Buy |
3,094
+19
| +0.6% | +$4.39K | 0.14% | 74 |
|
|
2022
Q2 | $759K | Sell |
3,075
-47
| -2% | -$11.6K | 0.14% | 77 |
|
|
2022
Q1 | $772K | Sell |
3,122
-80
| -2% | -$19.8K | 0.12% | 80 |
|
|
2021
Q4 | $858K | Sell |
3,202
-175
| -5% | -$46.9K | 0.13% | 75 |
|
|
2021
Q3 | $814K | Hold |
3,377
| – | – | 0.13% | 70 |
|
|
2021
Q2 | $780K | Sell |
3,377
-125
| -4% | -$28.9K | 0.12% | 74 |
|
|
2021
Q1 | $785K | Buy |
3,502
+25
| +0.7% | +$5.6K | 0.14% | 69 |
|
|
2020
Q4 | $749K | Sell |
3,477
-200
| -5% | -$43.1K | 0.12% | 76 |
|
|
2020
Q3 | $807K | Sell |
3,677
-50
| -1% | -$11K | 0.15% | 69 |
|
|
2020
Q2 | $688K | Sell |
3,727
-211
| -5% | -$39K | 0.14% | 68 |
|
|
2020
Q1 | $651K | Sell |
3,938
-350
| -8% | -$57.9K | 0.16% | 64 |
|
|
2019
Q4 | $847K | Sell |
4,288
-120
| -3% | -$23.7K | 0.17% | 71 |
|
|
2019
Q3 | $832K | Sell |
4,408
-325
| -7% | -$61.3K | 0.17% | 69 |
|
|
2019
Q2 | $983K | Sell |
4,733
-11
| -0.2% | -$2.29K | 0.22% | 67 |
|
|
2019
Q1 | $937K | Sell |
4,744
-1,070
| -18% | -$211K | 0.21% | 66 |
|
|
2018
Q4 | $1.03M | Sell |
5,814
-1,233
| -17% | -$219K | 0.26% | 65 |
|
|
2018
Q3 | $1.31M | Sell |
7,047
-1,126
| -14% | -$209K | 0.31% | 68 |
|
|
2018
Q2 | $1.28M | Sell |
8,173
-1,200
| -13% | -$188K | 0.34% | 63 |
|
|
2018
Q1 | $1.47M | Sell |
9,373
-528
| -5% | -$82.6K | 0.42% | 61 |
|
|
2017
Q4 | $1.7M | Sell |
9,901
-800
| -7% | -$138K | 0.49% | 63 |
|
|
2017
Q3 | $1.64M | Hold |
10,701
| – | – | 0.55% | 59 |
|
|
2017
Q2 | $1.64M | Sell |
10,701
-100
| -0.9% | -$15.3K | 0.54% | 61 |
|
|
2017
Q1 | $1.4M | Sell |
10,801
-250
| -2% | -$32.4K | 0.51% | 62 |
|
|
2016
Q4 | $1.35M | Buy |
11,051
+351
| +3% | +$42.7K | 0.51% | 63 |
|
|
2016
Q3 | $1.23M | Hold |
10,700
| – | – | 0.49% | 62 |
|
|
2016
Q2 | $1.29M | Hold |
10,700
| – | – | 0.52% | 63 |
|
|
2016
Q1 | $1.35M | Sell |
10,700
-105
| -1% | -$13.2K | 0.58% | 58 |
|
|
2015
Q4 | $1.28M | Sell |
10,805
-70
| -0.6% | -$8.27K | 0.56% | 62 |
|
|
2015
Q3 | $1.07M | Sell |
10,875
-200
| -2% | -$19.7K | 0.49% | 67 |
|
|
2015
Q2 | $1.05M | Sell |
11,075
-300
| -3% | -$28.5K | 0.46% | 68 |
|
|
2015
Q1 | $1.11M | Buy |
11,375
+100
| +0.9% | +$9.74K | 0.5% | 64 |
|
|
2014
Q4 | $1.06M | Buy |
11,275
+2,475
| +28% | +$232K | 0.47% | 64 |
|
|
2014
Q3 | $834K | Buy |
+8,800
| New | +$834K | 0.38% | 70 |
|