WCM
Windsor Capital Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.72M | Sell |
5,876
-90
| -2% | -$26.3K | 0.5% | 40 |
|
|
2025
Q1 | $1.86M | Sell |
5,966
-44
| -0.7% | -$13.7K | 0.57% | 36 |
|
|
2024
Q4 | $1.74M | Sell |
6,010
-1
| -0% | -$290 | 0.52% | 38 |
|
|
2024
Q3 | $1.83M | Buy |
6,011
+15
| +0.3% | +$4.57K | 0.53% | 38 |
|
|
2024
Q2 | $1.53M | Buy |
5,996
+17
| +0.3% | +$4.33K | 0.47% | 40 |
|
|
2024
Q1 | $1.69M | Buy |
5,979
+15
| +0.3% | +$4.23K | 0.52% | 37 |
|
|
2023
Q4 | $1.77M | Sell |
5,964
-24
| -0.4% | -$7.12K | 0.58% | 36 |
|
|
2023
Q3 | $1.58M | Sell |
5,988
-43
| -0.7% | -$11.3K | 0.55% | 35 |
|
|
2023
Q2 | $1.8M | Sell |
6,031
-33
| -0.5% | -$9.85K | 0.6% | 33 |
|
|
2023
Q1 | $1.7M | Sell |
6,064
-69
| -1% | -$19.3K | 0.58% | 33 |
|
|
2022
Q4 | $1.62M | Sell |
6,133
-185
| -3% | -$48.8K | 0.59% | 34 |
|
|
2022
Q3 | $1.46M | Sell |
6,318
-11
| -0.2% | -$2.54K | 0.54% | 35 |
|
|
2022
Q2 | $1.56M | Sell |
6,329
-39
| -0.6% | -$9.63K | 0.56% | 36 |
|
|
2022
Q1 | $1.57M | Buy |
6,368
+408
| +7% | +$101K | 0.49% | 41 |
|
|
2021
Q4 | $1.6M | Buy |
5,960
+29
| +0.5% | +$7.77K | 0.48% | 41 |
|
|
2021
Q3 | $1.43M | Buy |
5,931
+45
| +0.8% | +$10.9K | 0.46% | 40 |
|
|
2021
Q2 | $1.36M | Sell |
5,886
-22
| -0.4% | -$5.08K | 0.45% | 43 |
|
|
2021
Q1 | $1.32M | Sell |
5,908
-128
| -2% | -$28.7K | 0.46% | 44 |
|
|
2020
Q4 | $1.3M | Buy |
6,036
+14
| +0.2% | +$3K | 0.48% | 43 |
|
|
2020
Q3 | $1.32M | Sell |
6,022
-100
| -2% | -$21.9K | 0.55% | 40 |
|
|
2020
Q2 | $1.13M | Buy |
6,122
+383
| +7% | +$70.6K | 0.49% | 46 |
|
|
2020
Q1 | $949K | Sell |
5,739
-105
| -2% | -$17.4K | 0.48% | 45 |
|
|
2019
Q4 | $1.16M | Buy |
5,844
+179
| +3% | +$35.4K | 0.49% | 47 |
|
|
2019
Q3 | $1.22M | Buy |
5,665
+59
| +1% | +$12.7K | 0.54% | 46 |
|
|
2019
Q2 | $1.16M | Sell |
5,606
-17
| -0.3% | -$3.53K | 0.54% | 47 |
|
|
2019
Q1 | $1.07M | Buy |
5,623
+179
| +3% | +$34K | 0.5% | 52 |
|
|
2018
Q4 | $966K | Sell |
5,444
-503
| -8% | -$89.3K | 0.5% | 53 |
|
|
2018
Q3 | $995K | Sell |
5,947
-46
| -0.8% | -$7.7K | 0.45% | 57 |
|
|
2018
Q2 | $938K | Buy |
5,993
+114
| +2% | +$17.8K | 0.44% | 56 |
|
|
2018
Q1 | $919K | Sell |
5,879
-698
| -11% | -$109K | 0.43% | 55 |
|
|
2017
Q4 | $1.13M | Buy |
6,577
+570
| +9% | +$98.1K | 0.53% | 44 |
|
|
2017
Q3 | $920K | Hold |
6,007
| – | – | 0.47% | 46 |
|
|
2017
Q2 | $920K | Buy |
6,007
+780
| +15% | +$119K | 0.46% | 46 |
|
|
2017
Q1 | $677K | Buy |
5,227
+1,823
| +54% | +$236K | 0.35% | 58 |
|
|
2016
Q4 | $414K | Sell |
3,404
-177
| -5% | -$21.5K | 0.22% | 84 |
|
|
2016
Q3 | $413K | Buy |
3,581
+324
| +10% | +$37.4K | 0.23% | 86 |
|
|
2016
Q2 | $392K | Sell |
3,257
-559
| -15% | -$67.3K | 0.23% | 87 |
|
|
2016
Q1 | $479K | Sell |
3,816
-2,503
| -40% | -$314K | 0.3% | 74 |
|
|
2015
Q4 | $746K | Buy |
6,319
+81
| +1% | +$9.56K | 0.46% | 53 |
|
|
2015
Q3 | $614K | Sell |
6,238
-206
| -3% | -$20.3K | 0.36% | 58 |
|
|
2015
Q2 | $612K | Buy |
6,444
+865
| +16% | +$82.2K | 0.36% | 58 |
|
|
2015
Q1 | $544K | Buy |
5,579
+479
| +9% | +$46.7K | 0.31% | 60 |
|
|
2014
Q4 | $478K | Buy |
5,100
+217
| +4% | +$20.3K | 0.27% | 55 |
|
|
2014
Q3 | $463K | Buy |
4,883
+91
| +2% | +$8.63K | 0.26% | 53 |
|
|
2014
Q2 | $483K | Buy |
4,792
+329
| +7% | +$33.2K | 0.27% | 54 |
|
|
2014
Q1 | $438K | Buy |
4,463
+1,341
| +43% | +$132K | 0.26% | 55 |
|
|
2013
Q4 | $303K | Sell |
3,122
-131
| -4% | -$12.7K | 0.18% | 67 |
|
|
2013
Q3 | $313K | Buy |
3,253
+230
| +8% | +$22.1K | 0.18% | 64 |
|
|
2013
Q2 | $299K | Buy |
+3,023
| New | +$299K | 0.18% | 63 |
|