Williams Jones Wealth Management’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 | $2.94M | Sell |
10,072
-1,042
| -9% | -$304K | 0.04% | 163 |
|
|
2025
Q1 | $3.47M | Sell |
11,114
-432
| -4% | -$135K | 0.04% | 151 |
|
|
2024
Q4 | $3.35M | Buy |
11,546
+146
| +1% | +$42.3K | 0.04% | 156 |
|
|
2024
Q3 | $3.47M | Sell |
11,400
-1,343
| -11% | -$409K | 0.04% | 159 |
|
|
2024
Q2 | $3.25M | Sell |
12,743
-1,078
| -8% | -$275K | 0.04% | 158 |
|
|
2024
Q1 | $3.9M | Buy |
13,821
+644
| +5% | +$182K | 0.05% | 141 |
|
|
2023
Q4 | $3.91M | Buy |
13,177
+24
| +0.2% | +$7.12K | 0.05% | 138 |
|
|
2023
Q3 | $3.47M | Sell |
13,153
-49
| -0.4% | -$12.9K | 0.05% | 145 |
|
|
2023
Q2 | $3.94M | Buy |
13,202
+18
| +0.1% | +$5.37K | 0.06% | 142 |
|
|
2023
Q1 | $3.69M | Buy |
13,184
+320
| +2% | +$89.5K | 0.06% | 152 |
|
|
2022
Q4 | $3.39M | Sell |
12,864
-265
| -2% | -$69.8K | 0.06% | 155 |
|
|
2022
Q3 | $3.03M | Buy |
13,129
+217
| +2% | +$50.1K | 0.05% | 162 |
|
|
2022
Q2 | $3.19M | Buy |
12,912
+2,809
| +28% | +$694K | 0.05% | 167 |
|
|
2022
Q1 | $2.5M | Buy |
10,103
+629
| +7% | +$156K | 0.03% | 186 |
|
|
2021
Q4 | $2.54M | Buy |
9,474
+28
| +0.3% | +$7.51K | 0.03% | 182 |
|
|
2021
Q3 | $2.28M | Buy |
9,446
+267
| +3% | +$64.4K | 0.03% | 187 |
|
|
2021
Q2 | $2.12M | Buy |
9,179
+161
| +2% | +$37.2K | 0.03% | 194 |
|
|
2021
Q1 | $2.02M | Sell |
9,018
-50
| -0.6% | -$11.2K | 0.03% | 193 |
|
|
2020
Q4 | $1.95M | Buy |
9,068
+40
| +0.4% | +$8.58K | 0.03% | 181 |
|
|
2020
Q3 | $1.98M | Buy |
9,028
+975
| +12% | +$214K | 0.04% | 164 |
|
|
2020
Q2 | $1.49M | Buy |
8,053
+685
| +9% | +$126K | 0.03% | 173 |
|
|
2020
Q1 | $1.22M | Sell |
7,368
-1,159
| -14% | -$192K | 0.03% | 159 |
|
|
2019
Q4 | $1.69M | Buy |
8,527
+1,400
| +20% | +$277K | 0.03% | 172 |
|
|
2019
Q3 | $1.53M | Buy |
+7,127
| New | +$1.53M | 0.03% | 172 |
|