Waverton Investment Management’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 | $213K | Hold |
|
|||||
|
2025
Q2 | $205K | Hold |
|
|||||
|
2025
Q1 | $219K | Hold |
|
|||||
|
2024
Q4 | $203K | Buy |
|
|||||
|
2017
Q2 | – | Sell |
|
|||||
|
2017
Q1 | $3.99M | Hold |
|
|||||
|
2016
Q4 | $3.75M | Hold |
|
|||||
|
2016
Q3 | $3.55M | Hold |
|
|||||
|
2016
Q2 | $3.71M | Hold |
|
|||||
|
2016
Q1 | $3.87M | Hold |
|
|||||
|
2015
Q4 | $3.64M | Hold |
|
|||||
|
2015
Q3 | $3.04M | Hold |
|
|||||
|
2015
Q2 | $2.93M | Sell |
|
|||||
|
2015
Q1 | $3.01M | Buy |
|
|||||
|
2014
Q4 | $2.89M | Sell |
|
|||||
|
2014
Q3 | $3.75M | Hold |
|
|||||
|
2014
Q2 | $3.99M | Hold |
|
|||||
|
2014
Q1 | $3.88M | Sell |
|
|||||
|
2013
Q4 | $3.88M | Sell |
|
|||||
|
2013
Q3 | $8.47M | Sell |
|
|||||
|
2013
Q2 | $8.8M | Buy |
|