WAM
Walker Asset Management’s McDonald's MCD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $310K | Sell |
1,062
-9
| -0.8% | -$2.63K | 0.18% | 98 |
|
2025
Q1 | $335K | Buy |
1,071
+1
| +0.1% | +$312 | 0.2% | 83 |
|
2024
Q4 | $310K | Buy |
1,070
+2
| +0.2% | +$580 | 0.19% | 95 |
|
2024
Q3 | $325K | Buy |
1,068
+13
| +1% | +$3.96K | 0.2% | 93 |
|
2024
Q2 | $269K | Buy |
1,055
+2
| +0.2% | +$510 | 0.18% | 104 |
|
2024
Q1 | $297K | Buy |
1,053
+47
| +5% | +$13.3K | 0.2% | 100 |
|
2023
Q4 | $298K | Buy |
+1,006
| New | +$298K | 0.22% | 92 |
|
2023
Q3 | – | Sell |
-758
| Closed | -$226K | – | 95 |
|
2023
Q2 | $226K | Buy |
+758
| New | +$226K | 0.19% | 81 |
|