WKWM
Walter & Keenan Wealth Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.09M | Sell |
3,715
-6
| -0.2% | -$1.75K | 0.32% | 69 |
|
|
2025
Q1 | $1.16M | Buy |
3,721
+150
| +4% | +$46.9K | 0.35% | 70 |
|
|
2024
Q4 | $1.04M | Buy |
3,571
+5
| +0.1% | +$1.45K | 0.31% | 77 |
|
|
2024
Q3 | $1.09M | Sell |
3,566
-1,108
| -24% | -$337K | 0.33% | 73 |
|
|
2024
Q2 | $1.19M | Sell |
4,674
-10
| -0.2% | -$2.55K | 0.38% | 66 |
|
|
2024
Q1 | $1.32M | Buy |
4,684
+176
| +4% | +$49.6K | 0.43% | 63 |
|
|
2023
Q4 | $1.34M | Buy |
4,508
+148
| +3% | +$43.9K | 0.48% | 57 |
|
|
2023
Q3 | $1.15M | Sell |
4,360
-600
| -12% | -$158K | 0.45% | 60 |
|
|
2023
Q2 | $1.48M | Hold |
4,960
| – | – | 0.54% | 50 |
|
|
2023
Q1 | $1.39M | Sell |
4,960
-50
| -1% | -$14K | 0.53% | 53 |
|
|
2022
Q4 | $1.32M | Hold |
5,010
| – | – | 0.52% | 49 |
|
|
2022
Q3 | $1.16M | Buy |
5,010
+24
| +0.5% | +$5.54K | 0.49% | 54 |
|
|
2022
Q2 | $1.23M | Sell |
4,986
-15
| -0.3% | -$3.7K | 0.49% | 52 |
|
|
2022
Q1 | $1.24M | Hold |
5,001
| – | – | 0.42% | 59 |
|
|
2021
Q4 | $1.34M | Hold |
5,001
| – | – | 0.44% | 59 |
|
|
2021
Q3 | $1.21M | Sell |
5,001
-382
| -7% | -$92.1K | 0.41% | 63 |
|
|
2021
Q2 | $1.24M | Hold |
5,383
| – | – | 0.43% | 67 |
|
|
2021
Q1 | $1.21M | Sell |
5,383
-1,440
| -21% | -$323K | 0.43% | 66 |
|
|
2020
Q4 | $1.46M | Sell |
6,823
-160
| -2% | -$34.3K | 0.53% | 56 |
|
|
2020
Q3 | $1.53M | Sell |
6,983
-108
| -2% | -$23.7K | 0.61% | 49 |
|
|
2020
Q2 | $1.31M | Buy |
7,091
+2,167
| +44% | +$400K | 0.53% | 52 |
|
|
2020
Q1 | $780K | Sell |
4,924
-1,334
| -21% | -$211K | 0.31% | 45 |
|
|
2019
Q4 | $1.24M | Sell |
6,258
-3,469
| -36% | -$686K | 0.48% | 61 |
|
|
2019
Q3 | $2.09M | Buy |
9,727
+3,000
| +45% | +$644K | 0.79% | 41 |
|
|
2019
Q2 | $1.4M | Buy |
6,727
+1,000
| +17% | +$208K | 0.62% | 51 |
|
|
2019
Q1 | $1.09M | Buy |
5,727
+316
| +6% | +$60K | 0.48% | 58 |
|
|
2018
Q4 | $961K | Buy |
5,411
+1
| +0% | +$178 | 0.43% | 57 |
|
|
2018
Q3 | $905 | Buy |
5,410
+1
| +0% | – | 0.27% | 67 |
|
|
2018
Q2 | $848K | Buy |
5,409
+300
| +6% | +$47K | 0.36% | 67 |
|
|
2018
Q1 | $799K | Buy |
5,109
+1
| +0% | +$156 | 0.35% | 70 |
|
|
2017
Q4 | $879K | Buy |
5,108
+101
| +2% | +$17.4K | 0.37% | 70 |
|
|
2017
Q3 | $785K | Buy |
5,007
+418
| +9% | +$65.5K | 0.36% | 70 |
|
|
2017
Q2 | $703K | Hold |
4,589
| – | – | 0.35% | 69 |
|
|
2017
Q1 | $595K | Hold |
4,589
| – | – | 0.31% | 72 |
|
|
2016
Q4 | $559K | Hold |
4,589
| – | – | 0.3% | 74 |
|
|
2016
Q3 | $529K | Hold |
4,589
| – | – | 0.29% | 78 |
|
|
2016
Q2 | $552K | Sell |
4,589
-404
| -8% | -$48.6K | 0.31% | 76 |
|
|
2016
Q1 | $627K | Buy |
4,993
+1
| +0% | +$126 | 0.36% | 68 |
|
|
2015
Q4 | $590K | Buy |
4,992
+850
| +21% | +$100K | 0.34% | 70 |
|
|
2015
Q3 | $408K | Buy |
4,142
+1
| +0% | +$99 | 0.25% | 88 |
|
|
2015
Q2 | $394K | Sell |
4,141
-7,409
| -64% | -$705K | 0.23% | 94 |
|
|
2015
Q1 | $1.13M | Buy |
11,550
+351
| +3% | +$34.2K | 0.64% | 52 |
|
|
2014
Q4 | $1.05M | Hold |
11,199
| – | – | 0.6% | 53 |
|
|
2014
Q3 | $1.06M | Sell |
11,199
-7,448
| -40% | -$706K | 0.62% | 52 |
|
|
2014
Q2 | $1.88M | Buy |
18,647
+1,069
| +6% | +$108K | 0.98% | 32 |
|
|
2014
Q1 | $1.72M | Buy |
+17,578
| New | +$1.72M | 0.95% | 36 |
|