Woodmont Investment Counsel’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 | $3.63M | Sell |
12,432
-138
| -1% | -$40.3K | 0.24% | 74 |
|
2025
Q1 | $3.93M | Sell |
12,570
-763
| -6% | -$238K | 0.28% | 66 |
|
2024
Q4 | $3.87M | Sell |
13,333
-670
| -5% | -$194K | 0.29% | 66 |
|
2024
Q3 | $4.26M | Sell |
14,003
-753
| -5% | -$229K | 0.32% | 64 |
|
2024
Q2 | $3.76M | Sell |
14,756
-957
| -6% | -$244K | 0.31% | 65 |
|
2024
Q1 | $4.43M | Sell |
15,713
-2,223
| -12% | -$627K | 0.37% | 54 |
|
2023
Q4 | $5.32M | Sell |
17,936
-1,955
| -10% | -$580K | 0.5% | 48 |
|
2023
Q3 | $5.24M | Sell |
19,891
-1,236
| -6% | -$326K | 0.55% | 48 |
|
2023
Q2 | $6.3M | Sell |
21,127
-101
| -0.5% | -$30.1K | 0.65% | 42 |
|
2023
Q1 | $5.94M | Buy |
21,228
+350
| +2% | +$97.9K | 0.63% | 41 |
|
2022
Q4 | $5.5M | Buy |
20,878
+439
| +2% | +$116K | 0.62% | 46 |
|
2022
Q3 | $4.72M | Buy |
20,439
+700
| +4% | +$162K | 0.59% | 47 |
|
2022
Q2 | $4.87M | Buy |
19,739
+765
| +4% | +$189K | 0.6% | 48 |
|
2022
Q1 | $4.69M | Buy |
18,974
+839
| +5% | +$207K | 0.54% | 50 |
|
2021
Q4 | $4.86M | Buy |
18,135
+309
| +2% | +$82.8K | 0.62% | 41 |
|
2021
Q3 | $4.3M | Buy |
17,826
+297
| +2% | +$71.6K | 0.63% | 46 |
|
2021
Q2 | $4.05M | Sell |
17,529
-400
| -2% | -$92.4K | 0.64% | 44 |
|
2021
Q1 | $4.02M | Buy |
17,929
+342
| +2% | +$76.7K | 0.68% | 42 |
|
2020
Q4 | $3.77M | Sell |
17,587
-20
| -0.1% | -$4.29K | 0.7% | 41 |
|
2020
Q3 | $3.87M | Sell |
17,607
-310
| -2% | -$68.1K | 0.83% | 33 |
|
2020
Q2 | $3.31M | Sell |
17,917
-300
| -2% | -$55.3K | 0.79% | 37 |
|
2020
Q1 | $3.01M | Sell |
18,217
-106
| -0.6% | -$17.5K | 0.83% | 34 |
|
2019
Q4 | $3.62M | Buy |
18,323
+79
| +0.4% | +$15.6K | 0.82% | 35 |
|
2019
Q3 | $3.92M | Sell |
18,244
-388
| -2% | -$83.3K | 0.96% | 32 |
|
2019
Q2 | $3.87M | Sell |
18,632
-1,682
| -8% | -$349K | 0.96% | 32 |
|
2019
Q1 | $3.86M | Sell |
20,314
-199
| -1% | -$37.8K | 1% | 32 |
|
2018
Q4 | $3.64M | Buy |
20,513
+172
| +0.8% | +$30.5K | 1.03% | 31 |
|
2018
Q3 | $3.4M | Sell |
20,341
-787
| -4% | -$132K | 0.93% | 34 |
|
2018
Q2 | $3.31M | Buy |
21,128
+169
| +0.8% | +$26.5K | 0.91% | 33 |
|
2018
Q1 | $3.28M | Sell |
20,959
-2,081
| -9% | -$325K | 0.91% | 34 |
|
2017
Q4 | $3.97M | Sell |
23,040
-2,840
| -11% | -$489K | 1.02% | 27 |
|
2017
Q3 | $4.06M | Sell |
25,880
-276
| -1% | -$43.2K | 1.11% | 23 |
|
2017
Q2 | $4.01M | Sell |
26,156
-748
| -3% | -$115K | 1.13% | 23 |
|
2017
Q1 | $3.28M | Hold |
26,904
| – | – | 0.95% | 30 |
|
2016
Q4 | $3.28M | Sell |
26,904
-370
| -1% | -$45K | 0.94% | 31 |
|
2016
Q3 | $3.15M | Sell |
27,274
-400
| -1% | -$46.1K | 0.9% | 32 |
|
2016
Q2 | $3.33M | Sell |
27,674
-746
| -3% | -$89.8K | 1% | 28 |
|
2016
Q1 | $3.57M | Sell |
28,420
-1,675
| -6% | -$211K | 1.08% | 23 |
|
2015
Q4 | $3.56M | Sell |
30,095
-500
| -2% | -$59.1K | 1.05% | 24 |
|
2015
Q3 | $3.02M | Sell |
30,595
-1,100
| -3% | -$108K | 0.92% | 30 |
|
2015
Q2 | $3.01M | Sell |
31,695
-1,925
| -6% | -$183K | 0.87% | 35 |
|
2015
Q1 | $3.28M | Sell |
33,620
-1,730
| -5% | -$169K | 1.01% | 30 |
|
2014
Q4 | $3.31M | Buy |
35,350
+1,163
| +3% | +$109K | 1.02% | 32 |
|
2014
Q3 | $3.24M | Buy |
34,187
+3,161
| +10% | +$300K | 0.93% | 32 |
|
2014
Q2 | $3.13M | Sell |
31,026
-1,177
| -4% | -$119K | 0.88% | 34 |
|
2014
Q1 | $3.16M | Sell |
32,203
-2,481
| -7% | -$243K | 0.92% | 30 |
|
2013
Q4 | $3.37M | Buy |
34,684
+200
| +0.6% | +$19.4K | 1.01% | 25 |
|
2013
Q3 | $3.32M | Sell |
34,484
-125
| -0.4% | -$12K | 1.21% | 21 |
|
2013
Q2 | $3.43M | Buy |
+34,609
| New | +$3.43M | 1.14% | 22 |
|