Willis 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 | $21.6M | Buy |
73,791
+8,991
| +14% | +$2.63M | 1.26% | 34 |
|
|
2025
Q1 | $20.2M | Hold |
64,800
| – | – | 1.36% | 32 |
|
|
2024
Q4 | $18.8M | Hold |
64,800
| – | – | 1.23% | 36 |
|
|
2024
Q3 | $19.7M | Hold |
64,800
| – | – | 1.28% | 33 |
|
|
2024
Q2 | $16.5M | Buy |
64,800
+35,000
| +117% | +$8.92M | 1.14% | 38 |
|
|
2024
Q1 | $8.4M | Buy |
+29,800
| New | +$8.4M | 0.58% | 64 |
|
|
2021
Q2 | – | Sell |
-19,100
| Closed | -$4.28M | – | 118 |
|
|
2021
Q1 | $4.28M | Sell |
19,100
-20,300
| -52% | -$4.55M | 0.26% | 78 |
|
|
2020
Q4 | $8.45M | Hold |
39,400
| – | – | 0.58% | 60 |
|
|
2020
Q3 | $8.65M | Sell |
39,400
-7,700
| -16% | -$1.69M | 0.77% | 49 |
|
|
2020
Q2 | $8.69M | Buy |
47,100
+163
| +0.3% | +$30.1K | 0.67% | 53 |
|
|
2020
Q1 | $7.76M | Buy |
+46,937
| New | +$7.76M | 0.64% | 55 |
|
|
2019
Q2 | – | Sell |
-270,762
| Closed | -$24.7M | – | 118 |
|
|
2019
Q1 | $24.7M | Buy |
270,762
+141,762
| +110% | +$12.9M | 1.7% | 9 |
|
|
2018
Q4 | $22.9M | Sell |
129,000
-8,400
| -6% | -$1.49M | 1.7% | 9 |
|
|
2018
Q3 | $23M | Buy |
137,400
+14,100
| +11% | +$2.36M | 1.58% | 14 |
|
|
2018
Q2 | $19.3M | Buy |
+123,300
| New | +$19.3M | 1.42% | 19 |
|
|
2018
Q1 | – | Sell |
-124,915
| Closed | -$21.5M | – | 114 |
|
|
2017
Q4 | $21.5M | Buy |
124,915
+955
| +0.8% | +$164K | 1.51% | 17 |
|
|
2017
Q3 | $19.4M | Buy |
123,960
+23,262
| +23% | +$3.64M | 1.4% | 24 |
|
|
2017
Q2 | $15.4M | Sell |
100,698
-72,300
| -42% | -$11.1M | 1.17% | 33 |
|
|
2017
Q1 | $22.4M | Buy |
172,998
+500
| +0.3% | +$64.8K | 1.68% | 7 |
|
|
2016
Q4 | $21M | Buy |
172,498
+9,900
| +6% | +$1.21M | 1.57% | 13 |
|
|
2016
Q3 | $18.8M | Buy |
162,598
+38,700
| +31% | +$4.46M | 1.5% | 13 |
|
|
2016
Q2 | $14.9M | Sell |
123,898
-12,100
| -9% | -$1.46M | 1.27% | 28 |
|
|
2016
Q1 | $17.1M | Buy |
135,998
+300
| +0.2% | +$37.7K | 1.5% | 17 |
|
|
2015
Q4 | $16M | Sell |
135,698
-19,285
| -12% | -$2.28M | 1.46% | 15 |
|
|
2015
Q3 | $15.3M | Buy |
154,983
+15,783
| +11% | +$1.56M | 1.49% | 13 |
|
|
2015
Q2 | $13.2M | Buy |
139,200
+17,717
| +15% | +$1.68M | 1.26% | 22 |
|
|
2015
Q1 | $11.8M | Sell |
121,483
-44,800
| -27% | -$4.37M | 1.1% | 28 |
|
|
2014
Q4 | $15.6M | Hold |
166,283
| – | – | 1.46% | 17 |
|
|
2014
Q3 | $15.8M | Buy |
166,283
+5,045
| +3% | +$478K | 1.66% | 17 |
|
|
2014
Q2 | $16.2M | Sell |
161,238
-284
| -0.2% | -$28.6K | 1.59% | 16 |
|
|
2014
Q1 | $15.8M | Buy |
161,522
+84
| +0.1% | +$8.24K | 1.6% | 19 |
|
|
2013
Q4 | $15.7K | Buy |
161,438
+37,538
| +30% | +$3.64K | 0.73% | 19 |
|
|
2013
Q3 | $12.3M | Hold |
123,900
| – | – | 1.4% | 26 |
|
|
2013
Q2 | $12.3M | Buy |
+123,900
| New | +$12.3M | 1.4% | 26 |
|