Waverly Advisors’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 | $29.1M | Sell |
99,608
-1,210
| -1% | -$354K | 0.32% | 67 |
|
|
2025
Q1 | $31.5M | Buy |
100,818
+54,547
| +118% | +$17M | 0.38% | 55 |
|
|
2024
Q4 | $13.4M | Buy |
46,271
+18,958
| +69% | +$5.5M | 0.21% | 102 |
|
|
2024
Q3 | $8.32M | Buy |
27,313
+1,503
| +6% | +$458K | 0.15% | 144 |
|
|
2024
Q2 | $6.58M | Buy |
25,810
+11,372
| +79% | +$2.9M | 0.13% | 151 |
|
|
2024
Q1 | $4.07M | Buy |
14,438
+8,912
| +161% | +$2.51M | 0.1% | 171 |
|
|
2023
Q4 | $1.64M | Buy |
5,526
+569
| +11% | +$169K | 0.06% | 172 |
|
|
2023
Q3 | $1.31M | Buy |
4,957
+383
| +8% | +$101K | 0.06% | 174 |
|
|
2023
Q2 | $1.37M | Buy |
4,574
+565
| +14% | +$169K | 0.06% | 158 |
|
|
2023
Q1 | $1.12M | Buy |
4,009
+146
| +4% | +$40.8K | 0.06% | 138 |
|
|
2022
Q4 | $1.02M | Buy |
3,863
+380
| +11% | +$100K | 0.06% | 132 |
|
|
2022
Q3 | $804K | Buy |
3,483
+615
| +21% | +$142K | 0.06% | 124 |
|
|
2022
Q2 | $708K | Sell |
2,868
-13
| -0.5% | -$3.21K | 0.06% | 103 |
|
|
2022
Q1 | $712K | Buy |
2,881
+2
| +0.1% | +$494 | 0.06% | 99 |
|
|
2021
Q4 | $735K | Sell |
2,879
-759
| -21% | -$194K | 0.06% | 94 |
|
|
2021
Q3 | $910K | Buy |
3,638
+163
| +5% | +$40.8K | 0.08% | 85 |
|
|
2021
Q2 | $830K | Buy |
3,475
+568
| +20% | +$136K | 0.08% | 79 |
|
|
2021
Q1 | $675K | Buy |
2,907
+571
| +24% | +$133K | 0.07% | 86 |
|
|
2020
Q4 | $501K | Buy |
2,336
+13
| +0.6% | +$2.79K | 0.05% | 93 |
|
|
2020
Q3 | $495K | Sell |
2,323
-25
| -1% | -$5.33K | 0.07% | 87 |
|
|
2020
Q2 | $485K | Buy |
2,348
+95
| +4% | +$19.6K | 0.06% | 87 |
|
|
2020
Q1 | $373K | Buy |
2,253
+50
| +2% | +$8.28K | 0.06% | 92 |
|
|
2019
Q4 | $469K | Hold |
2,203
| – | – | 0.06% | 86 |
|
|
2019
Q3 | $473K | Hold |
2,203
| – | – | 0.07% | 83 |
|
|
2019
Q2 | $457K | Hold |
2,203
| – | – | 0.07% | 80 |
|
|
2019
Q1 | $418K | Hold |
2,203
| – | – | 0.06% | 78 |
|
|
2018
Q4 | $391K | Sell |
2,203
-495
| -18% | -$87.9K | 0.07% | 76 |
|
|
2018
Q3 | $451K | Hold |
2,698
| – | – | 0.07% | 126 |
|
|
2018
Q2 | $423K | Sell |
2,698
-63
| -2% | -$9.88K | 0.07% | 126 |
|
|
2018
Q1 | $432K | Sell |
2,761
-386
| -12% | -$60.4K | 0.07% | 124 |
|
|
2017
Q4 | $541K | Buy |
3,147
+883
| +39% | +$152K | 0.08% | 140 |
|
|
2017
Q3 | $355K | Hold |
2,264
| – | – | 0.08% | 167 |
|
|
2017
Q2 | $347K | Sell |
2,264
-952
| -30% | -$146K | 0.09% | 164 |
|
|
2017
Q1 | $417K | Buy |
3,216
+1,385
| +76% | +$180K | 0.11% | 145 |
|
|
2016
Q4 | $223K | Buy |
+1,831
| New | +$223K | 0.08% | 102 |
|
|
2016
Q2 | – | Sell |
-1,879
| Closed | -$236K | – | 95 |
|
|
2016
Q1 | $236K | Sell |
1,879
-350
| -16% | -$44K | 0.14% | 72 |
|
|
2015
Q4 | $263K | Buy |
2,229
+1,446
| +185% | +$171K | 0.11% | 103 |
|
|
2015
Q3 | $77K | Hold |
783
| – | – | 0.05% | 91 |
|
|
2015
Q2 | $74K | Buy |
783
+60
| +8% | +$5.67K | 0.05% | 95 |
|
|
2015
Q1 | $70K | Sell |
723
-926
| -56% | -$89.7K | 0.04% | 95 |
|
|
2014
Q4 | $155K | Sell |
1,649
-3,042
| -65% | -$286K | 0.08% | 58 |
|
|
2014
Q3 | $445K | Sell |
4,691
-123
| -3% | -$11.7K | 0.24% | 48 |
|
|
2014
Q2 | $485K | Buy |
4,814
+1,161
| +32% | +$117K | 0.2% | 49 |
|
|
2014
Q1 | $358K | Sell |
3,653
-1,543
| -30% | -$151K | 0.16% | 77 |
|
|
2013
Q4 | $504K | Buy |
5,196
+3,254
| +168% | +$316K | 0.18% | 61 |
|
|
2013
Q3 | $187K | Buy |
+1,942
| New | +$187K | 0.1% | 107 |
|