WP
WMS Partners’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-19,625
| Closed | -$5.69M | – | 160 |
|
|
2024
Q4 | $5.69M | Sell |
19,625
-27
| -0.1% | -$7.83K | 0.32% | 38 |
|
|
2024
Q3 | $5.98M | Buy |
19,652
+1,547
| +9% | +$471K | 0.34% | 39 |
|
|
2024
Q2 | $4.61M | Sell |
18,105
-252
| -1% | -$64.2K | 0.29% | 39 |
|
|
2024
Q1 | $5.18M | Sell |
18,357
-540
| -3% | -$152K | 0.36% | 37 |
|
|
2023
Q4 | $5.6M | Sell |
18,897
-2,445
| -11% | -$725K | 0.41% | 36 |
|
|
2023
Q3 | $5.62M | Buy |
21,342
+280
| +1% | +$73.8K | 0.44% | 37 |
|
|
2023
Q2 | $6.29M | Sell |
21,062
-482
| -2% | -$144K | 0.49% | 34 |
|
|
2023
Q1 | $6.02M | Sell |
21,544
-147
| -0.7% | -$41.1K | 0.53% | 33 |
|
|
2022
Q4 | $5.72M | Sell |
21,691
-586
| -3% | -$154K | 0.57% | 34 |
|
|
2022
Q3 | $5.14M | Sell |
22,277
-515
| -2% | -$119K | 0.7% | 31 |
|
|
2022
Q2 | $5.63M | Sell |
22,792
-173
| -0.8% | -$42.7K | 0.88% | 21 |
|
|
2022
Q1 | $5.68M | Buy |
22,965
+1,511
| +7% | +$374K | 0.78% | 22 |
|
|
2021
Q4 | $5.75M | Sell |
21,454
-368
| -2% | -$98.6K | 1.23% | 19 |
|
|
2021
Q3 | $5.26M | Sell |
21,822
-754
| -3% | -$182K | 0.77% | 24 |
|
|
2021
Q2 | $5.22M | Sell |
22,576
-415
| -2% | -$95.9K | 0.77% | 24 |
|
|
2021
Q1 | $5.15M | Sell |
22,991
-1,794
| -7% | -$402K | 1.17% | 22 |
|
|
2020
Q4 | $5.32M | Sell |
24,785
-133
| -0.5% | -$28.5K | 0.92% | 22 |
|
|
2020
Q3 | $5.47M | Buy |
24,918
+68
| +0.3% | +$14.9K | 1.06% | 18 |
|
|
2020
Q2 | $4.58M | Buy |
24,850
+81
| +0.3% | +$14.9K | 0.95% | 19 |
|
|
2020
Q1 | $4.1M | Buy |
24,769
+18
| +0.1% | +$2.98K | 1.14% | 18 |
|
|
2019
Q4 | $4.89M | Sell |
24,751
-226
| -0.9% | -$44.7K | 1.09% | 18 |
|
|
2019
Q3 | $5.36M | Sell |
24,977
-161
| -0.6% | -$34.6K | 1.29% | 17 |
|
|
2019
Q2 | $5.22M | Sell |
25,138
-1,887
| -7% | -$392K | 1.28% | 18 |
|
|
2019
Q1 | $5.13M | Sell |
27,025
-462
| -2% | -$87.7K | 1.28% | 18 |
|
|
2018
Q4 | $4.88M | Sell |
27,487
-1,257
| -4% | -$223K | 1.37% | 18 |
|
|
2018
Q3 | $4.81M | Sell |
28,744
-469
| -2% | -$78.5K | 0.54% | 40 |
|
|
2018
Q2 | $4.58M | Buy |
29,213
+753
| +3% | +$118K | 0.53% | 42 |
|
|
2018
Q1 | $4.45M | Sell |
28,460
-2,920
| -9% | -$457K | 0.53% | 43 |
|
|
2017
Q4 | $5.4M | Sell |
31,380
-930
| -3% | -$160K | 0.61% | 39 |
|
|
2017
Q3 | $5.06M | Sell |
32,310
-839
| -3% | -$131K | 0.6% | 40 |
|
|
2017
Q2 | $5.08M | Sell |
33,149
-1,527
| -4% | -$234K | 0.63% | 39 |
|
|
2017
Q1 | $4.49M | Sell |
34,676
-484
| -1% | -$62.7K | 0.57% | 42 |
|
|
2016
Q4 | $4.28M | Buy |
35,160
+4
| +0% | +$487 | 0.57% | 41 |
|
|
2016
Q3 | $4.06M | Buy |
35,156
+661
| +2% | +$76.3K | 0.54% | 48 |
|
|
2016
Q2 | $4.15M | Buy |
34,495
+500
| +1% | +$60.2K | 0.58% | 46 |
|
|
2016
Q1 | $4.27M | Sell |
33,995
-359
| -1% | -$45.1K | 0.59% | 47 |
|
|
2015
Q4 | $4.06M | Sell |
34,354
-1,342
| -4% | -$159K | 0.58% | 46 |
|
|
2015
Q3 | $3.52M | Sell |
35,696
-6,713
| -16% | -$661K | 0.54% | 47 |
|
|
2015
Q2 | $4.03M | Sell |
42,409
-248
| -0.6% | -$23.6K | 0.47% | 46 |
|
|
2015
Q1 | $4.16M | Sell |
42,657
-6,476
| -13% | -$631K | 0.51% | 45 |
|
|
2014
Q4 | $4.6M | Sell |
49,133
-2,624
| -5% | -$246K | 0.71% | 41 |
|
|
2014
Q3 | $4.91M | Sell |
51,757
-2,417
| -4% | -$229K | 0.77% | 37 |
|
|
2014
Q2 | $5.46M | Sell |
54,174
-3,415
| -6% | -$344K | 0.84% | 35 |
|
|
2014
Q1 | $5.65M | Sell |
57,589
-667
| -1% | -$65.4K | 0.9% | 34 |
|
|
2013
Q4 | $5.65M | Sell |
58,256
-929
| -2% | -$90.1K | 0.93% | 34 |
|
|
2013
Q3 | $5.69M | Sell |
59,185
-193
| -0.3% | -$18.6K | 1.09% | 28 |
|
|
2013
Q2 | $5.88M | Buy |
+59,378
| New | +$5.88M | 1.07% | 30 |
|