Woodley Farra Manion Portfolio Management’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 | $290K | Hold |
991
| – | – | 0.01% | 94 |
|
|
2025
Q1 | $310K | Hold |
991
| – | – | 0.02% | 91 |
|
|
2024
Q4 | $287K | Hold |
991
| – | – | 0.01% | 87 |
|
|
2024
Q3 | $302K | Buy |
991
+16
| +2% | +$4.87K | 0.02% | 84 |
|
|
2024
Q2 | $248K | Sell |
975
-66
| -6% | -$16.8K | 0.01% | 88 |
|
|
2024
Q1 | $294K | Sell |
1,041
-405
| -28% | -$114K | 0.02% | 85 |
|
|
2023
Q4 | $429K | Sell |
1,446
-150
| -9% | -$44.5K | 0.03% | 81 |
|
|
2023
Q3 | $420K | Sell |
1,596
-1,721
| -52% | -$453K | 0.03% | 77 |
|
|
2023
Q2 | $990K | Buy |
3,317
+50
| +2% | +$14.9K | 0.06% | 62 |
|
|
2023
Q1 | $913K | Sell |
3,267
-50
| -2% | -$14K | 0.06% | 61 |
|
|
2022
Q4 | $874K | Hold |
3,317
| – | – | 0.06% | 59 |
|
|
2022
Q3 | $765K | Hold |
3,317
| – | – | 0.06% | 59 |
|
|
2022
Q2 | $819K | Sell |
3,317
-27
| -0.8% | -$6.67K | 0.07% | 57 |
|
|
2022
Q1 | $827K | Sell |
3,344
-148
| -4% | -$36.6K | 0.06% | 58 |
|
|
2021
Q4 | $936K | Buy |
3,492
+220
| +7% | +$59K | 0.07% | 60 |
|
|
2021
Q3 | $789K | Sell |
3,272
-25
| -0.8% | -$6.03K | 0.07% | 59 |
|
|
2021
Q2 | $762K | Sell |
3,297
-102
| -3% | -$23.6K | 0.06% | 61 |
|
|
2021
Q1 | $762K | Buy |
3,399
+1,340
| +65% | +$300K | 0.06% | 60 |
|
|
2020
Q4 | $442K | Buy |
+2,059
| New | +$442K | 0.04% | 66 |
|
|
2020
Q3 | – | Sell |
-560
| Closed | -$103K | – | 273 |
|
|
2020
Q2 | $103K | Hold |
560
| – | – | 0.01% | 111 |
|
|
2020
Q1 | $93K | Buy |
560
+150
| +37% | +$24.9K | 0.01% | 117 |
|
|
2019
Q4 | $81K | Buy |
+410
| New | +$81K | 0.01% | 149 |
|
|
2018
Q2 | – | Sell |
-2,565
| Closed | -$401K | – | 84 |
|
|
2018
Q1 | $401K | Sell |
2,565
-45
| -2% | -$7.04K | 0.05% | 69 |
|
|
2017
Q4 | $449K | Sell |
2,610
-50
| -2% | -$8.6K | 0.05% | 67 |
|
|
2017
Q3 | $417K | Sell |
2,660
-50
| -2% | -$7.84K | 0.05% | 71 |
|
|
2017
Q2 | $415K | Hold |
2,710
| – | – | 0.05% | 63 |
|
|
2017
Q1 | $351K | Sell |
2,710
-240
| -8% | -$31.1K | 0.05% | 66 |
|
|
2016
Q4 | $359K | Sell |
2,950
-140
| -5% | -$17K | 0.05% | 66 |
|
|
2016
Q3 | $357K | Hold |
3,090
| – | – | 0.05% | 66 |
|
|
2016
Q2 | $372K | Buy |
3,090
+25
| +0.8% | +$3.01K | 0.06% | 66 |
|
|
2016
Q1 | $385K | Buy |
3,065
+200
| +7% | +$25.1K | 0.06% | 66 |
|
|
2015
Q4 | $339K | Buy |
2,865
+443
| +18% | +$52.4K | 0.06% | 70 |
|
|
2015
Q3 | $239K | Hold |
2,422
| – | – | 0.05% | 62 |
|
|
2015
Q2 | $230K | Sell |
2,422
-750
| -24% | -$71.2K | 0.04% | 64 |
|
|
2015
Q1 | $309K | Buy |
3,172
+244
| +8% | +$23.8K | 0.05% | 62 |
|
|
2014
Q4 | $274K | Hold |
2,928
| – | – | 0.05% | 65 |
|
|
2014
Q3 | $278K | Hold |
2,928
| – | – | 0.05% | 63 |
|
|
2014
Q2 | $295K | Sell |
2,928
-150
| -5% | -$15.1K | 0.06% | 69 |
|
|
2014
Q1 | $302K | Sell |
3,078
-5,056
| -62% | -$496K | 0.06% | 67 |
|
|
2013
Q4 | $789K | Hold |
8,134
| – | – | 0.14% | 54 |
|
|
2013
Q3 | $783K | Buy |
8,134
+5,157
| +173% | +$496K | 0.16% | 52 |
|
|
2013
Q2 | $295K | Buy |
+2,977
| New | +$295K | 0.06% | 66 |
|