WPW
Waldron Private Wealth’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.06M | Sell |
7,056
-298
| -4% | -$87.1K | 0.09% | 87 |
|
|
2025
Q1 | $2.3M | Sell |
7,354
-5,128
| -41% | -$1.6M | 0.11% | 80 |
|
|
2024
Q4 | $3.62M | Buy |
12,482
+466
| +4% | +$135K | 0.15% | 81 |
|
|
2024
Q3 | $3.66M | Buy |
12,016
+117
| +1% | +$35.6K | 0.15% | 77 |
|
|
2024
Q2 | $3.03M | Sell |
11,899
-186
| -2% | -$47.4K | 0.14% | 78 |
|
|
2024
Q1 | $3.41M | Buy |
12,085
+232
| +2% | +$65.4K | 0.15% | 77 |
|
|
2023
Q4 | $3.51M | Sell |
11,853
-295
| -2% | -$87.5K | 0.17% | 69 |
|
|
2023
Q3 | $3.2M | Sell |
12,148
-148
| -1% | -$39K | 0.17% | 78 |
|
|
2023
Q2 | $3.67M | Sell |
12,296
-3,576
| -23% | -$1.07M | 0.18% | 72 |
|
|
2023
Q1 | $4.44M | Buy |
15,872
+872
| +6% | +$244K | 0.22% | 60 |
|
|
2022
Q4 | $3.46M | Hold |
15,000
| – | – | 0.22% | 70 |
|
|
2022
Q3 | $3.46M | Sell |
15,000
-148
| -1% | -$34.1K | 0.22% | 70 |
|
|
2022
Q2 | $3.74M | Buy |
15,148
+691
| +5% | +$171K | 0.21% | 70 |
|
|
2022
Q1 | $3.57M | Buy |
14,457
+163
| +1% | +$40.3K | 0.18% | 77 |
|
|
2021
Q4 | $3.83M | Buy |
14,294
+3,945
| +38% | +$1.06M | 0.19% | 76 |
|
|
2021
Q3 | $2.5M | Buy |
10,349
+1,962
| +23% | +$473K | 0.15% | 90 |
|
|
2021
Q2 | $1.94M | Buy |
8,387
+161
| +2% | +$37.2K | 0.12% | 101 |
|
|
2021
Q1 | $1.84M | Sell |
8,226
-16
| -0.2% | -$3.59K | 0.13% | 94 |
|
|
2020
Q4 | $1.77M | Buy |
8,242
+14
| +0.2% | +$3K | 0.13% | 95 |
|
|
2020
Q3 | $1.81M | Buy |
8,228
+551
| +7% | +$121K | 0.15% | 86 |
|
|
2020
Q2 | $1.42M | Buy |
7,677
+244
| +3% | +$45K | 0.13% | 91 |
|
|
2020
Q1 | $1.23M | Sell |
7,433
-3,175
| -30% | -$525K | 0.13% | 91 |
|
|
2019
Q4 | $2.1M | Sell |
10,608
-64
| -0.6% | -$12.6K | 0.19% | 69 |
|
|
2019
Q3 | $2.29M | Buy |
10,672
+4,150
| +64% | +$891K | 0.23% | 63 |
|
|
2019
Q2 | $1.35M | Sell |
6,522
-546
| -8% | -$113K | 0.14% | 69 |
|
|
2019
Q1 | $1.34M | Buy |
7,068
+1,981
| +39% | +$376K | 0.15% | 73 |
|
|
2018
Q4 | $903K | Buy |
5,087
+3,657
| +256% | +$649K | 0.13% | 80 |
|
|
2018
Q3 | $239K | Buy |
+1,430
| New | +$239K | 0.05% | 165 |
|
|
2017
Q2 | – | Sell |
-2,010
| Closed | -$260K | – | 182 |
|
|
2017
Q1 | $260K | Buy |
+2,010
| New | +$260K | 0.07% | 180 |
|
|
2016
Q3 | – | Sell |
-2,255
| Closed | -$271K | – | 158 |
|
|
2016
Q2 | $271K | Buy |
+2,255
| New | +$271K | 0.1% | 113 |
|