Waddell & Associates’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 | $605K | Sell |
2,071
-45
| -2% | -$13.2K | 0.06% | 91 |
|
|
2025
Q1 | $661K | Sell |
2,116
-300
| -12% | -$93.7K | 0.08% | 65 |
|
|
2024
Q4 | $700K | Buy |
2,416
+1,335
| +123% | +$387K | 0.07% | 68 |
|
|
2024
Q3 | $329K | Sell |
1,081
-90
| -8% | -$27.4K | 0.04% | 109 |
|
|
2024
Q2 | $298K | Buy |
1,171
+178
| +18% | +$45.4K | 0.04% | 112 |
|
|
2024
Q1 | $280K | Sell |
993
-107
| -10% | -$30.2K | 0.04% | 118 |
|
|
2023
Q4 | $326K | Hold |
1,100
| – | – | 0.04% | 105 |
|
|
2023
Q3 | $290K | Buy |
1,100
+88
| +9% | +$23.2K | 0.04% | 131 |
|
|
2023
Q2 | $302K | Sell |
1,012
-2
| -0.2% | -$597 | 0.04% | 123 |
|
|
2023
Q1 | $284K | Buy |
1,014
+45
| +5% | +$12.6K | 0.04% | 120 |
|
|
2022
Q4 | $255K | Buy |
+969
| New | +$255K | 0.04% | 124 |
|
|
2022
Q3 | – | Sell |
-874
| Closed | -$216K | – | 146 |
|
|
2022
Q2 | $216K | Sell |
874
-26
| -3% | -$6.43K | 0.04% | 130 |
|
|
2022
Q1 | $223K | Buy |
900
+20
| +2% | +$4.96K | 0.04% | 122 |
|
|
2021
Q4 | $236K | Buy |
+880
| New | +$236K | 0.04% | 111 |
|