Winthrop Advisory Group’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $780K | Buy |
2,508
+58
| +2% | +$18.5K | 0.06% | 87 |
|
|
2025
Q4 | $747K | Buy |
2,450
+26
| +1% | +$7.96K | 0.06% | 84 |
|
|
2025
Q3 | $737K | Buy |
2,424
+12
| +0.5% | +$3.65K | 0.06% | 82 |
|
|
2025
Q2 | $705K | Sell |
2,412
-199
| -8% | -$61.4K | 0.07% | 81 |
|
|
2025
Q1 | $816K | Buy |
2,611
+46
| +2% | +$13.8K | 0.1% | 66 |
|
|
2024
Q4 | $744K | Sell |
2,565
-11
| -0.4% | -$3.28K | 0.09% | 74 |
|
|
2024
Q3 | $784K | Sell |
2,576
-167
| -6% | -$46K | 0.1% | 69 |
|
|
2024
Q2 | $699K | Sell |
2,743
-212
| -7% | -$56.2K | 0.1% | 65 |
|
|
2024
Q1 | $833K | Buy |
2,955
+15
| +0.5% | +$4.36K | 0.12% | 61 |
|
|
2023
Q4 | $872K | Buy |
2,940
+110
| +4% | +$29.9K | 0.14% | 59 |
|
|
2023
Q3 | $745K | Buy |
2,830
+14
| +0.5% | +$3.99K | 0.12% | 56 |
|
|
2023
Q2 | $840K | Buy |
2,816
+151
| +6% | +$43.9K | 0.13% | 58 |
|
|
2023
Q1 | $745K | Sell |
2,665
-3
| -0.1% | -$804 | 0.13% | 57 |
|
|
2022
Q4 | $703K | Sell |
2,668
-17
| -0.6% | -$4.49K | 0.13% | 58 |
|
|
2022
Q3 | $620K | Sell |
2,685
-37
| -1% | -$9.46K | 0.13% | 54 |
|
|
2022
Q2 | $672K | Sell |
2,722
-12
| -0.4% | -$2.96K | 0.16% | 52 |
|
|
2022
Q1 | $676K | Buy |
2,734
+16
| +0.6% | +$3.99K | 0.14% | 55 |
|
|
2021
Q4 | $729K | Sell |
2,718
-18
| -0.7% | -$4.54K | 0.15% | 53 |
|
|
2021
Q3 | $660K | Sell |
2,736
-187
| -6% | -$44.6K | 0.15% | 50 |
|
|
2021
Q2 | $675K | Sell |
2,923
-225
| -7% | -$52.4K | 0.15% | 51 |
|
|
2021
Q1 | $706K | Buy |
3,148
+126
| +4% | +$26.9K | 0.17% | 47 |
|
|
2020
Q4 | $648K | Buy |
3,022
+311
| +11% | +$67.6K | 0.17% | 49 |
|
|
2020
Q3 | $601K | Sell |
2,711
-318
| -10% | -$65.3K | 0.18% | 47 |
|
|
2020
Q2 | $559K | Buy |
3,029
+302
| +11% | +$55.4K | 0.2% | 43 |
|
|
2020
Q1 | $451K | Sell |
2,727
-298
| -10% | -$58.7K | 0.18% | 43 |
|
|
2019
Q4 | $598K | Buy |
3,025
+1,183
| +64% | +$235K | 0.22% | 49 |
|
|
2019
Q3 | $395K | Buy |
1,842
+2
| +0.1% | +$429 | 0.16% | 56 |
|
|
2019
Q2 | $382K | Buy |
1,840
+2
| +0.1% | +$396 | 0.16% | 55 |
|
|
2019
Q1 | $349K | Buy |
1,838
+299
| +19% | +$54.3K | 0.15% | 59 |
|
|
2018
Q4 | $273K | Sell |
1,539
-48
| -3% | -$8.51K | 0.14% | 61 |
|
|
2018
Q3 | $265K | Buy |
1,587
+3
| +0.2% | +$481 | 0.15% | 67 |
|
|
2018
Q2 | $248K | Sell |
1,584
-58
| -4% | -$9.4K | 0.16% | 68 |
|
|
2018
Q1 | $258K | Buy |
1,642
+320
| +24% | +$52.6K | 0.18% | 66 |
|
|
2017
Q4 | $229K | Buy |
+1,322
| New | +$222K | 0.16% | 72 |
|
Other funds holding MCD
VCM
VPM
DAM