Waverly Advisors’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $32.5M | Buy |
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|
2025
Q2 | $29.1M | Sell |
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|
2025
Q1 | $31.5M | Buy |
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|
2024
Q4 | $13.4M | Buy |
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|
2024
Q3 | $8.32M | Buy |
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|
2024
Q2 | $6.58M | Buy |
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|
2024
Q1 | $4.07M | Buy |
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|
2023
Q4 | $1.64M | Buy |
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|
2023
Q3 | $1.31M | Buy |
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|
2023
Q2 | $1.37M | Buy |
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|
2023
Q1 | $1.12M | Buy |
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|
2022
Q4 | $1.02M | Buy |
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|
2022
Q3 | $804K | Buy |
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|
2022
Q2 | $708K | Sell |
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|
2022
Q1 | $712K | Buy |
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|
2021
Q4 | $735K | Sell |
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|
2021
Q3 | $910K | Buy |
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|
2021
Q2 | $830K | Buy |
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|
2021
Q1 | $675K | Buy |
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|
2020
Q4 | $501K | Buy |
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|
2020
Q3 | $495K | Sell |
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|
2020
Q2 | $485K | Buy |
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|
2020
Q1 | $373K | Buy |
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|
2019
Q4 | $469K | Hold |
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|
2019
Q3 | $473K | Hold |
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|
2019
Q2 | $457K | Hold |
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|
2019
Q1 | $418K | Hold |
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|
2018
Q4 | $391K | Sell |
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|
2018
Q3 | $451K | Hold |
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|
2018
Q2 | $423K | Sell |
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|
2018
Q1 | $432K | Sell |
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|
2017
Q4 | $541K | Buy |
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|
2017
Q3 | $355K | Hold |
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|
2017
Q2 | $347K | Sell |
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|
2017
Q1 | $417K | Buy |
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|
2016
Q4 | $223K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $236K | Sell |
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|
2015
Q4 | $263K | Buy |
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|
2015
Q3 | $77K | Hold |
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|
2015
Q2 | $74K | Buy |
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|
2015
Q1 | $70K | Sell |
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|
2014
Q4 | $155K | Sell |
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|
2014
Q3 | $445K | Sell |
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|
2014
Q2 | $485K | Buy |
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|
2014
Q1 | $358K | Sell |
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|
2013
Q4 | $504K | Buy |
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|
2013
Q3 | $187K | Buy |
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