WIM

Wittenberg Investment Management’s McDonald's MCD Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$234K	Hold	800	–	–	0.1%	64
2025 Q1	$250K	Sell	800 -75	-9%	-$23.4K	0.11%	59
2024 Q4	$254K	Hold	875	–	–	0.1%	60
2024 Q3	$266K	Hold	875	–	–	0.09%	73
2024 Q2	$223K	Hold	875	–	–	0.08%	74
2024 Q1	$247K	Hold	875	–	–	0.08%	74
2023 Q4	$259K	Hold	875	–	–	0.09%	72
2023 Q3	$231K	Hold	875	–	–	0.08%	72
2023 Q2	$261K	Sell	875 -200	-19%	-$59.7K	0.09%	72
2023 Q1	$301K	Hold	1,075	–	–	0.11%	68
2022 Q4	$283K	Hold	1,075	–	–	0.12%	69
2022 Q3	$248K	Sell	1,075 -200	-16%	-$46.1K	0.11%	72
2022 Q2	$315K	Hold	1,275	–	–	0.13%	69
2022 Q1	$315K	Hold	1,275	–	–	0.12%	64
2021 Q4	$342K	Hold	1,275	–	–	0.12%	63
2021 Q3	$307K	Hold	1,275	–	–	0.12%	64
2021 Q2	$295K	Hold	1,275	–	–	0.12%	61
2021 Q1	$286K	Hold	1,275	–	–	0.13%	62
2020 Q4	$274K	Hold	1,275	–	–	0.13%	59
2020 Q3	$280K	Hold	1,275	–	–	0.15%	58
2020 Q2	$235K	Hold	1,275	–	–	0.13%	59
2020 Q1	$211K	Sell	1,275 -218	-15%	-$36.1K	0.12%	60
2019 Q4	$295K	Hold	1,493	–	–	0.11%	61
2019 Q3	$321K	Sell	1,493 -1,188	-44%	-$255K	0.14%	60
2019 Q2	$557K	Hold	2,681	–	–	0.24%	53
2019 Q1	$509K	Hold	2,681	–	–	0.22%	55
2018 Q4	$476K	Sell	2,681 -400	-13%	-$71K	0.22%	55
2018 Q3	$515K	Hold	3,081	–	–	0.21%	52
2018 Q2	$483K	Hold	3,081	–	–	0.2%	53
2018 Q1	$482K	Hold	3,081	–	–	0.21%	53
2017 Q4	$530K	Hold	3,081	–	–	0.23%	50
2017 Q3	$483K	Hold	3,081	–	–	0.21%	52
2017 Q2	$472K	Hold	3,081	–	–	0.21%	53
2017 Q1	$399K	Hold	3,081	–	–	0.19%	55
2016 Q4	$375K	Buy	+3,081	New	+$375K	0.17%	60