Wilkins Investment Counsel’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 | $917K | Sell |
3,139
-50
| -2% | -$14.6K | 0.13% | 80 |
|
|
2025
Q1 | $996K | Hold |
3,189
| – | – | 0.14% | 79 |
|
|
2024
Q4 | $924K | Hold |
3,189
| – | – | 0.13% | 83 |
|
|
2024
Q3 | $971K | Hold |
3,189
| – | – | 0.13% | 83 |
|
|
2024
Q2 | $813K | Hold |
3,189
| – | – | 0.12% | 85 |
|
|
2024
Q1 | $899K | Buy |
3,189
+1,689
| +113% | +$476K | 0.13% | 82 |
|
|
2023
Q4 | $445K | Buy |
+1,500
| New | +$445K | 0.11% | 65 |
|
|
2014
Q3 | – | Sell |
-2,948
| Closed | -$297K | – | 84 |
|
|
2014
Q2 | $297K | Hold |
2,948
| – | – | 0.1% | 73 |
|
|
2014
Q1 | $289K | Sell |
2,948
-100
| -3% | -$9.8K | 0.11% | 72 |
|
|
2013
Q4 | $296K | Buy |
3,048
+150
| +5% | +$14.6K | 0.12% | 58 |
|
|
2013
Q3 | $279K | Hold |
2,898
| – | – | 0.13% | 56 |
|
|
2013
Q2 | $287K | Buy |
+2,898
| New | +$287K | 0.13% | 56 |
|