ZWJ 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 | $960K | Sell |
3,285
-909
| -22% | -$266K | 0.04% | 115 |
|
|
2025
Q1 | $1.31M | Sell |
4,194
-141
| -3% | -$44K | 0.05% | 109 |
|
|
2024
Q4 | $1.26M | Sell |
4,335
-646
| -13% | -$187K | 0.05% | 107 |
|
|
2024
Q3 | $1.52M | Sell |
4,981
-279
| -5% | -$85K | 0.06% | 104 |
|
|
2024
Q2 | $1.34M | Buy |
5,260
+1,280
| +32% | +$326K | 0.06% | 103 |
|
|
2024
Q1 | $1.12M | Sell |
3,980
-725
| -15% | -$204K | 0.05% | 104 |
|
|
2023
Q4 | $1.4M | Sell |
4,705
-270
| -5% | -$80.1K | 0.07% | 94 |
|
|
2023
Q3 | $1.31M | Sell |
4,975
-79
| -2% | -$20.8K | 0.07% | 96 |
|
|
2023
Q2 | $1.51M | Buy |
5,054
+322
| +7% | +$96.1K | 0.08% | 94 |
|
|
2023
Q1 | $1.32M | Sell |
4,732
-107
| -2% | -$29.9K | 0.07% | 94 |
|
|
2022
Q4 | $1.28M | Buy |
4,839
+1
| +0% | +$264 | 0.07% | 96 |
|
|
2022
Q3 | $1.12M | Sell |
4,838
-99
| -2% | -$22.8K | 0.07% | 99 |
|
|
2022
Q2 | $1.22M | Buy |
4,937
+117
| +2% | +$28.9K | 0.07% | 100 |
|
|
2022
Q1 | $1.19M | Sell |
4,820
-959
| -17% | -$237K | 0.06% | 98 |
|
|
2021
Q4 | $1.55M | Buy |
5,779
+976
| +20% | +$262K | 0.08% | 92 |
|
|
2021
Q3 | $1.16M | Sell |
4,803
-1,303
| -21% | -$314K | 0.07% | 95 |
|
|
2021
Q2 | $1.41M | Buy |
6,106
+599
| +11% | +$138K | 0.08% | 90 |
|
|
2021
Q1 | $1.23M | Sell |
5,507
-223
| -4% | -$50K | 0.08% | 96 |
|
|
2020
Q4 | $1.23M | Hold |
5,730
| – | – | 0.08% | 90 |
|
|
2020
Q3 | $1.26M | Hold |
5,730
| – | – | 0.1% | 82 |
|
|
2020
Q2 | $1.06M | Sell |
5,730
-567
| -9% | -$105K | 0.09% | 79 |
|
|
2020
Q1 | $1.04M | Sell |
6,297
-384
| -6% | -$63.5K | 0.09% | 103 |
|
|
2019
Q4 | $1.32M | Buy |
6,681
+627
| +10% | +$124K | 0.09% | 101 |
|
|
2019
Q3 | $1.3M | Buy |
6,054
+825
| +16% | +$177K | 0.1% | 79 |
|
|
2019
Q2 | $1.09M | Buy |
5,229
+55
| +1% | +$11.4K | 0.09% | 85 |
|
|
2019
Q1 | $983K | Sell |
5,174
-313
| -6% | -$59.5K | 0.08% | 86 |
|
|
2018
Q4 | $974K | Buy |
5,487
+198
| +4% | +$35.1K | 0.09% | 84 |
|
|
2018
Q3 | $885K | Buy |
5,289
+775
| +17% | +$130K | 0.07% | 84 |
|
|
2018
Q2 | $707K | Sell |
4,514
-157
| -3% | -$24.6K | 0.06% | 91 |
|
|
2018
Q1 | $730K | Sell |
4,671
-1,826
| -28% | -$285K | 0.07% | 90 |
|
|
2017
Q4 | $1.12M | Sell |
6,497
-559
| -8% | -$96.2K | 0.09% | 104 |
|
|
2017
Q3 | $1.11M | Buy |
7,056
+178
| +3% | +$27.9K | 0.09% | 103 |
|
|
2017
Q2 | $1.05M | Buy |
6,878
+1,829
| +36% | +$280K | 0.08% | 109 |
|
|
2017
Q1 | $654K | Sell |
5,049
-1,664
| -25% | -$216K | 0.05% | 143 |
|
|
2016
Q4 | $817K | Buy |
6,713
+958
| +17% | +$117K | 0.08% | 94 |
|
|
2016
Q3 | $664K | Sell |
5,755
-47
| -0.8% | -$5.42K | 0.07% | 96 |
|
|
2016
Q2 | $698K | Buy |
5,802
+1,750
| +43% | +$211K | 0.07% | 99 |
|
|
2016
Q1 | $509K | Sell |
4,052
-160
| -4% | -$20.1K | 0.05% | 104 |
|
|
2015
Q4 | $498K | Hold |
4,212
| – | – | 0.05% | 107 |
|
|
2015
Q3 | $415K | Buy |
4,212
+400
| +10% | +$39.4K | 0.05% | 108 |
|
|
2015
Q2 | $362K | Buy |
3,812
+400
| +12% | +$38K | 0.04% | 120 |
|
|
2015
Q1 | $333K | Sell |
3,412
-200
| -6% | -$19.5K | 0.03% | 123 |
|
|
2014
Q4 | $338K | Hold |
3,612
| – | – | 0.03% | 123 |
|
|
2014
Q3 | $342K | Sell |
3,612
-1,402
| -28% | -$133K | 0.04% | 117 |
|
|
2014
Q2 | $505K | Buy |
5,014
+27
| +0.5% | +$2.72K | 0.06% | 102 |
|
|
2014
Q1 | $489K | Sell |
4,987
-85
| -2% | -$8.34K | 0.06% | 98 |
|
|
2013
Q4 | $492K | Buy |
5,072
+104
| +2% | +$10.1K | 0.06% | 100 |
|
|
2013
Q3 | $478K | Buy |
4,968
+11
| +0.2% | +$1.06K | 0.06% | 97 |
|
|
2013
Q2 | $491K | Buy |
+4,957
| New | +$491K | 0.07% | 93 |
|