WhitTier Trust Company’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 | $15.9M | Sell |
54,391
-3,183
| -6% | -$930K | 0.36% | 62 |
|
|
2025
Q1 | $18M | Sell |
57,574
-1,484
| -3% | -$464K | 0.45% | 50 |
|
|
2024
Q4 | $17.1M | Sell |
59,058
-624
| -1% | -$181K | 0.42% | 56 |
|
|
2024
Q3 | $18.2M | Sell |
59,682
-1,962
| -3% | -$597K | 0.47% | 52 |
|
|
2024
Q2 | $15.7M | Sell |
61,644
-2,778
| -4% | -$708K | 0.44% | 52 |
|
|
2024
Q1 | $18.2M | Buy |
64,422
+1,172
| +2% | +$330K | 0.52% | 46 |
|
|
2023
Q4 | $18.8M | Sell |
63,250
-1,072
| -2% | -$318K | 0.6% | 40 |
|
|
2023
Q3 | $16.9M | Sell |
64,322
-435
| -0.7% | -$115K | 0.6% | 39 |
|
|
2023
Q2 | $19.3M | Sell |
64,757
-630
| -1% | -$188K | 0.65% | 35 |
|
|
2023
Q1 | $18.3M | Buy |
65,387
+13
| +0% | +$3.64K | 0.67% | 31 |
|
|
2022
Q4 | $17.2M | Sell |
65,374
-859
| -1% | -$226K | 0.68% | 35 |
|
|
2022
Q3 | $15.3M | Buy |
66,233
+5,667
| +9% | +$1.31M | 0.65% | 37 |
|
|
2022
Q2 | $15M | Buy |
60,566
+297
| +0.5% | +$73.3K | 0.62% | 38 |
|
|
2022
Q1 | $14.9M | Buy |
60,269
+694
| +1% | +$172K | 0.54% | 41 |
|
|
2021
Q4 | $16M | Sell |
59,575
-428
| -0.7% | -$115K | 0.58% | 39 |
|
|
2021
Q3 | $14.5M | Sell |
60,003
-537
| -0.9% | -$129K | 0.59% | 35 |
|
|
2021
Q2 | $14M | Sell |
60,540
-160
| -0.3% | -$37K | 0.58% | 37 |
|
|
2021
Q1 | $13.6M | Sell |
60,700
-148
| -0.2% | -$33.2K | 0.61% | 39 |
|
|
2020
Q4 | $13.1M | Sell |
60,848
-226
| -0.4% | -$48.5K | 0.65% | 33 |
|
|
2020
Q3 | $13.4M | Sell |
61,074
-814
| -1% | -$179K | 0.77% | 28 |
|
|
2020
Q2 | $11.4M | Sell |
61,888
-1,660
| -3% | -$306K | 0.72% | 30 |
|
|
2020
Q1 | $10.5M | Buy |
63,548
+2,624
| +4% | +$434K | 0.81% | 28 |
|
|
2019
Q4 | $12M | Buy |
60,924
+823
| +1% | +$163K | 0.77% | 30 |
|
|
2019
Q3 | $12.9M | Sell |
60,101
-717
| -1% | -$154K | 0.9% | 25 |
|
|
2019
Q2 | $12.6M | Sell |
60,818
-655
| -1% | -$136K | 0.9% | 25 |
|
|
2019
Q1 | $11.7M | Sell |
61,473
-1,255
| -2% | -$238K | 0.86% | 30 |
|
|
2018
Q4 | $11.1M | Sell |
62,728
-1,277
| -2% | -$227K | 0.92% | 31 |
|
|
2018
Q3 | $10.7M | Sell |
64,005
-553
| -0.9% | -$92.5K | 0.78% | 33 |
|
|
2018
Q2 | $10.1M | Sell |
64,558
-2,218
| -3% | -$348K | 0.79% | 31 |
|
|
2018
Q1 | $10.4M | Buy |
66,776
+232
| +0.3% | +$36.3K | 0.85% | 29 |
|
|
2017
Q4 | $11.5M | Sell |
66,544
-649
| -1% | -$112K | 0.98% | 24 |
|
|
2017
Q3 | $10.5M | Sell |
67,193
-311
| -0.5% | -$48.7K | 0.98% | 25 |
|
|
2017
Q2 | $10.3M | Sell |
67,504
-1,981
| -3% | -$303K | 1% | 21 |
|
|
2017
Q1 | $9.01M | Buy |
69,485
+5,075
| +8% | +$658K | 0.9% | 27 |
|
|
2016
Q4 | $7.84M | Buy |
64,410
+3,183
| +5% | +$387K | 0.83% | 32 |
|
|
2016
Q3 | $7.06M | Sell |
61,227
-802
| -1% | -$92.5K | 0.8% | 33 |
|
|
2016
Q2 | $7.47M | Sell |
62,029
-702
| -1% | -$84.5K | 0.85% | 31 |
|
|
2016
Q1 | $7.88M | Sell |
62,731
-1,048
| -2% | -$132K | 0.92% | 23 |
|
|
2015
Q4 | $7.54M | Sell |
63,779
-1,628
| -2% | -$192K | 0.88% | 28 |
|
|
2015
Q3 | $6.44M | Sell |
65,407
-2,565
| -4% | -$253K | 0.79% | 32 |
|
|
2015
Q2 | $6.46M | Sell |
67,972
-145
| -0.2% | -$13.8K | 0.72% | 40 |
|
|
2015
Q1 | $6.64M | Buy |
68,117
+1,689
| +3% | +$165K | 0.74% | 38 |
|
|
2014
Q4 | $6.22M | Sell |
66,428
-1,802
| -3% | -$169K | 0.7% | 44 |
|
|
2014
Q3 | $6.47M | Sell |
68,230
-305
| -0.4% | -$28.9K | 0.74% | 34 |
|
|
2014
Q2 | $6.9M | Sell |
68,535
-289
| -0.4% | -$29.1K | 0.77% | 30 |
|
|
2014
Q1 | $6.75M | Buy |
68,824
+2,898
| +4% | +$284K | 0.79% | 29 |
|
|
2013
Q4 | $6.4M | Buy |
65,926
+986
| +2% | +$95.7K | 0.77% | 36 |
|
|
2013
Q3 | $6.25M | Buy |
64,940
+677
| +1% | +$65.1K | 0.84% | 29 |
|
|
2013
Q2 | $6.36M | Buy |
+64,263
| New | +$6.36M | 0.92% | 25 |
|