Wills Financial Group’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 | $226K | Hold |
775
| – | – | 0.1% | 64 |
|
|
2025
Q1 | $242K | Hold |
775
| – | – | 0.11% | 57 |
|
|
2024
Q4 | $225K | Hold |
775
| – | – | 0.1% | 62 |
|
|
2024
Q3 | $236K | Buy |
+775
| New | +$236K | 0.1% | 61 |
|
|
2024
Q2 | – | Sell |
-775
| Closed | -$219K | – | 66 |
|
|
2024
Q1 | $219K | Hold |
775
| – | – | 0.1% | 60 |
|
|
2023
Q4 | $230K | Sell |
775
-194
| -20% | -$57.5K | 0.12% | 55 |
|
|
2023
Q3 | $255K | Hold |
969
| – | – | 0.14% | 57 |
|
|
2023
Q2 | $289K | Hold |
969
| – | – | 0.15% | 57 |
|
|
2023
Q1 | $271K | Buy |
+969
| New | +$271K | 0.15% | 57 |
|
|
2015
Q2 | – | Sell |
-20,592
| Closed | -$2.01M | – | 83 |
|
|
2015
Q1 | $2.01M | Sell |
20,592
-1,754
| -8% | -$171K | 1.65% | 21 |
|
|
2014
Q4 | $2.09M | Sell |
22,346
-447
| -2% | -$41.9K | 1.7% | 19 |
|
|
2014
Q3 | $2.16M | Sell |
22,793
-1,007
| -4% | -$95.5K | 1.83% | 19 |
|
|
2014
Q2 | $2.4M | Buy |
23,800
+417
| +2% | +$42K | 1.99% | 16 |
|
|
2014
Q1 | $2.29M | Buy |
23,383
+8,620
| +58% | +$845K | 2.18% | 15 |
|
|
2013
Q4 | $1.43M | Buy |
+14,763
| New | +$1.43M | 1.47% | 26 |
|