Wimmer Associates 1’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 | $2.11M | Sell |
7,209
-56
| -0.8% | -$16.4K | 1.08% | 26 |
|
|
2025
Q1 | $2.24M | Sell |
7,265
-306
| -4% | -$94.5K | 1.18% | 25 |
|
|
2024
Q4 | $2.19M | Buy |
7,571
+37
| +0.5% | +$10.7K | 1.08% | 28 |
|
|
2024
Q3 | $2.29M | Buy |
7,534
+13
| +0.2% | +$3.96K | 1.12% | 27 |
|
|
2024
Q2 | $1.92M | Sell |
7,521
-40
| -0.5% | -$10.2K | 0.98% | 28 |
|
|
2024
Q1 | $2.13M | Buy |
7,561
+70
| +0.9% | +$19.7K | 1.12% | 26 |
|
|
2023
Q4 | $2.22M | Hold |
7,491
| – | – | 1.25% | 25 |
|
|
2023
Q3 | $1.97M | Sell |
7,491
-101
| -1% | -$26.6K | 1.23% | 25 |
|
|
2023
Q2 | $2.27M | Sell |
7,592
-15
| -0.2% | -$4.48K | 1.36% | 22 |
|
|
2023
Q1 | $2.25M | Sell |
7,607
-63
| -0.8% | -$18.6K | 1.44% | 22 |
|
|
2022
Q4 | $2.02M | Sell |
7,670
-15
| -0.2% | -$3.95K | 1.33% | 26 |
|
|
2022
Q3 | $2.1M | Sell |
7,685
-351
| -4% | -$95.7K | 1.39% | 24 |
|
|
2022
Q2 | $1.98M | Buy |
8,036
+70
| +0.9% | +$17.3K | 1.29% | 28 |
|
|
2022
Q1 | $1.97M | Sell |
7,966
-30
| -0.4% | -$7.42K | 1.1% | 32 |
|
|
2021
Q4 | $2.14M | Buy |
7,996
+55
| +0.7% | +$14.7K | 1.15% | 27 |
|
|
2021
Q3 | $1.92M | Sell |
7,941
-37
| -0.5% | -$8.92K | 1.13% | 26 |
|
|
2021
Q2 | $1.84M | Sell |
7,978
-1,840
| -19% | -$425K | 1.08% | 31 |
|
|
2021
Q1 | $2.2M | Buy |
9,818
+1,630
| +20% | +$365K | 1.2% | 25 |
|
|
2020
Q4 | $1.76M | Sell |
8,188
-983
| -11% | -$211K | 1.05% | 29 |
|
|
2020
Q3 | $2.01M | Buy |
9,171
+2,170
| +31% | +$476K | 1.36% | 26 |
|
|
2020
Q2 | $1.43M | Sell |
7,001
-2,230
| -24% | -$455K | 1.11% | 30 |
|
|
2020
Q1 | $1.53M | Buy |
9,231
+1,465
| +19% | +$242K | 1.42% | 26 |
|
|
2019
Q4 | $1.54M | Buy |
7,766
+60
| +0.8% | +$11.9K | 1.23% | 29 |
|
|
2019
Q3 | $1.66M | Sell |
7,706
-295
| -4% | -$63.4K | 1.44% | 25 |
|
|
2019
Q2 | $1.66M | Sell |
8,001
-805
| -9% | -$167K | 1.45% | 25 |
|
|
2019
Q1 | $1.67M | Hold |
8,806
| – | – | 1.48% | 25 |
|
|
2018
Q4 | $1.56M | Buy |
8,806
+65
| +0.7% | +$11.5K | 1.55% | 25 |
|
|
2018
Q3 | $1.46M | Sell |
8,741
-203
| -2% | -$34K | 1.22% | 33 |
|
|
2018
Q2 | $1.4M | Sell |
8,944
-151
| -2% | -$23.7K | 1.25% | 33 |
|
|
2018
Q1 | $1.42M | Sell |
9,095
-35
| -0.4% | -$5.47K | 1.25% | 32 |
|
|
2017
Q4 | $1.57M | Sell |
9,130
-140
| -2% | -$24.1K | 1.41% | 28 |
|
|
2017
Q3 | $1.45M | Sell |
9,270
-490
| -5% | -$76.8K | 1.34% | 31 |
|
|
2017
Q2 | $1.5M | Sell |
9,760
-453
| -4% | -$69.4K | 1.38% | 29 |
|
|
2017
Q1 | $1.32M | Sell |
10,213
-180
| -2% | -$23.3K | 1.24% | 32 |
|
|
2016
Q4 | $1.27M | Hold |
10,393
| – | – | 1.17% | 34 |
|
|
2016
Q3 | $1.2M | Hold |
10,393
| – | – | 1.08% | 37 |
|
|
2016
Q2 | $1.25M | Buy |
10,393
+325
| +3% | +$39.1K | 1.12% | 33 |
|
|
2016
Q1 | $1.27M | Buy |
10,068
+335
| +3% | +$42.1K | 1.16% | 35 |
|
|
2015
Q4 | $1.15M | Buy |
+9,733
| New | +$1.15M | 1.21% | 33 |
|