Waverton Investment Management’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 | $205K | Hold |
701
| – | – | ﹤0.01% | 105 |
|
|
2025
Q1 | $219K | Hold |
701
| – | – | ﹤0.01% | 100 |
|
|
2024
Q4 | $203K | Buy |
+701
| New | +$203K | ﹤0.01% | 99 |
|
|
2017
Q2 | – | Sell |
-30,800
| Closed | -$3.99M | – | 91 |
|
|
2017
Q1 | $3.99M | Hold |
30,800
| – | – | 0.25% | 44 |
|
|
2016
Q4 | $3.75M | Hold |
30,800
| – | – | 0.25% | 57 |
|
|
2016
Q3 | $3.55M | Hold |
30,800
| – | – | 0.24% | 57 |
|
|
2016
Q2 | $3.71M | Hold |
30,800
| – | – | 0.28% | 51 |
|
|
2016
Q1 | $3.87M | Hold |
30,800
| – | – | 0.3% | 53 |
|
|
2015
Q4 | $3.64M | Hold |
30,800
| – | – | 0.27% | 57 |
|
|
2015
Q3 | $3.04M | Hold |
30,800
| – | – | 0.24% | 58 |
|
|
2015
Q2 | $2.93M | Sell |
30,800
-100
| -0.3% | -$9.51K | 0.22% | 62 |
|
|
2015
Q1 | $3.01M | Buy |
30,900
+100
| +0.3% | +$9.74K | 0.22% | 57 |
|
|
2014
Q4 | $2.89M | Sell |
30,800
-8,810
| -22% | -$826K | 0.2% | 58 |
|
|
2014
Q3 | $3.76M | Hold |
39,610
| – | – | 0.26% | 53 |
|
|
2014
Q2 | $3.99M | Hold |
39,610
| – | – | 0.26% | 55 |
|
|
2014
Q1 | $3.88M | Sell |
39,610
-400
| -1% | -$39.2K | 0.18% | 94 |
|
|
2013
Q4 | $3.88M | Sell |
40,010
-48,005
| -55% | -$4.66M | 0.2% | 89 |
|
|
2013
Q3 | $8.47M | Sell |
88,015
-850
| -1% | -$81.8K | 0.5% | 40 |
|
|
2013
Q2 | $8.8M | Buy |
+88,865
| New | +$8.8M | 0.77% | 31 |
|