Winch Advisory Services’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 | $367K | Buy |
1,258
+3
| +0.2% | +$876 | 0.09% | 77 |
|
|
2025
Q1 | $392K | Buy |
1,255
+1
| +0.1% | +$312 | 0.1% | 74 |
|
|
2024
Q4 | $363K | Buy |
1,254
+3
| +0.2% | +$870 | 0.09% | 72 |
|
|
2024
Q3 | $381K | Sell |
1,251
-38
| -3% | -$11.6K | 0.11% | 70 |
|
|
2024
Q2 | $329K | Sell |
1,289
-21
| -2% | -$5.35K | 0.09% | 71 |
|
|
2024
Q1 | $369K | Sell |
1,310
-16
| -1% | -$4.51K | 0.11% | 69 |
|
|
2023
Q4 | $393K | Sell |
1,326
-30
| -2% | -$8.9K | 0.13% | 61 |
|
|
2023
Q3 | $357K | Sell |
1,356
-12
| -0.9% | -$3.16K | 0.13% | 60 |
|
|
2023
Q2 | $408K | Buy |
1,368
+1
| +0.1% | +$298 | 0.15% | 57 |
|
|
2023
Q1 | $382K | Buy |
1,367
+2
| +0.1% | +$559 | 0.15% | 60 |
|
|
2022
Q4 | $360K | Buy |
1,365
+41
| +3% | +$10.8K | 0.15% | 62 |
|
|
2022
Q3 | $305K | Buy |
1,324
+3
| +0.2% | +$691 | 0.13% | 61 |
|
|
2022
Q2 | $326K | Buy |
1,321
+6
| +0.5% | +$1.48K | 0.13% | 60 |
|
|
2022
Q1 | $325K | Sell |
1,315
-31
| -2% | -$7.66K | 0.11% | 63 |
|
|
2021
Q4 | $361K | Sell |
1,346
-23
| -2% | -$6.17K | 0.12% | 62 |
|
|
2021
Q3 | $330K | Buy |
1,369
+80
| +6% | +$19.3K | 0.12% | 62 |
|
|
2021
Q2 | $298K | Buy |
1,289
+1
| +0.1% | +$231 | 0.11% | 62 |
|
|
2021
Q1 | $289K | Sell |
1,288
-20
| -2% | -$4.49K | 0.12% | 57 |
|
|
2020
Q4 | $281K | Sell |
1,308
-252
| -16% | -$54.1K | 0.12% | 56 |
|
|
2020
Q3 | $342K | Buy |
1,560
+24
| +2% | +$5.26K | 0.14% | 48 |
|
|
2020
Q2 | $283K | Buy |
1,536
+27
| +2% | +$4.98K | 0.13% | 51 |
|
|
2020
Q1 | $249K | Sell |
1,509
-83
| -5% | -$13.7K | 0.12% | 51 |
|
|
2019
Q4 | $315K | Buy |
1,592
+33
| +2% | +$6.53K | 0.15% | 61 |
|
|
2019
Q3 | $335K | Buy |
1,559
+26
| +2% | +$5.59K | 0.17% | 53 |
|
|
2019
Q2 | $318K | Sell |
1,533
-163
| -10% | -$33.8K | 0.17% | 54 |
|
|
2019
Q1 | $322K | Buy |
1,696
+26
| +2% | +$4.94K | 0.18% | 60 |
|
|
2018
Q4 | $297K | Buy |
1,670
+66
| +4% | +$11.7K | 0.17% | 60 |
|
|
2018
Q3 | $268K | Buy |
1,604
+32
| +2% | +$5.35K | 0.13% | 69 |
|
|
2018
Q2 | $246K | Buy |
1,572
+7
| +0.4% | +$1.1K | 0.13% | 73 |
|
|
2018
Q1 | $245K | Buy |
1,565
+19
| +1% | +$2.97K | 0.14% | 75 |
|
|
2017
Q4 | $266K | Buy |
1,546
+47
| +3% | +$8.09K | 0.16% | 55 |
|
|
2017
Q3 | $235K | Sell |
1,499
-99
| -6% | -$15.5K | 0.15% | 57 |
|
|
2017
Q2 | $245K | Buy |
1,598
+7
| +0.4% | +$1.07K | 0.15% | 74 |
|
|
2017
Q1 | $206K | Sell |
1,591
-16
| -1% | -$2.07K | 0.13% | 81 |
|
|
2016
Q4 | $196K | Sell |
1,607
-18,440
| -92% | -$2.25M | 0.13% | 71 |
|
|
2016
Q3 | $2.31M | Buy |
20,047
+17,888
| +829% | +$2.06M | 1.89% | 18 |
|
|
2016
Q2 | $260K | Buy |
2,159
+566
| +36% | +$68.2K | 0.32% | 38 |
|
|
2016
Q1 | $200K | Sell |
1,593
-139
| -8% | -$17.5K | 0.32% | 27 |
|
|
2015
Q4 | $205K | Buy |
1,732
+55
| +3% | +$6.51K | 0.23% | 30 |
|
|
2015
Q3 | $165K | Buy |
1,677
+114
| +7% | +$11.2K | 0.24% | 38 |
|
|
2015
Q2 | $149K | Sell |
1,563
-62
| -4% | -$5.91K | 0.08% | 95 |
|
|
2015
Q1 | $158K | Buy |
+1,625
| New | +$158K | 0.09% | 64 |
|
|
2014
Q4 | – | Sell |
-1,554
| Closed | -$147K | – | 123 |
|
|
2014
Q3 | $147K | Buy |
1,554
+12
| +0.8% | +$1.14K | 0.09% | 59 |
|
|
2014
Q2 | $155K | Sell |
1,542
-4,941
| -76% | -$497K | 0.09% | 80 |
|
|
2014
Q1 | $636K | Buy |
+6,483
| New | +$636K | 0.4% | 54 |
|