WAM
Weatherly Asset Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.32M | Sell |
4,510
-206
| -4% | -$60.2K | 0.11% | 94 |
|
|
2025
Q1 | $1.47M | Buy |
4,716
+25
| +0.5% | +$7.81K | 0.13% | 89 |
|
|
2024
Q4 | $1.36M | Sell |
4,691
-74
| -2% | -$21.5K | 0.12% | 92 |
|
|
2024
Q3 | $1.45M | Buy |
4,765
+387
| +9% | +$118K | 0.13% | 89 |
|
|
2024
Q2 | $1.12M | Hold |
4,378
| – | – | 0.1% | 98 |
|
|
2024
Q1 | $1.23M | Buy |
4,378
+38
| +0.9% | +$10.7K | 0.12% | 100 |
|
|
2023
Q4 | $1.29M | Sell |
4,340
-43
| -1% | -$12.8K | 0.14% | 94 |
|
|
2023
Q3 | $1.15M | Hold |
4,383
| – | – | 0.14% | 95 |
|
|
2023
Q2 | $1.31M | Sell |
4,383
-235
| -5% | -$70.1K | 0.15% | 92 |
|
|
2023
Q1 | $1.29M | Buy |
4,618
+55
| +1% | +$15.4K | 0.17% | 94 |
|
|
2022
Q4 | $1.2M | Hold |
4,563
| – | – | 0.16% | 97 |
|
|
2022
Q3 | $1.05M | Sell |
4,563
-100
| -2% | -$23.1K | 0.15% | 95 |
|
|
2022
Q2 | $1.15M | Sell |
4,663
-163
| -3% | -$40.2K | 0.16% | 95 |
|
|
2022
Q1 | $1.19M | Sell |
4,826
-50
| -1% | -$12.4K | 0.14% | 107 |
|
|
2021
Q4 | $1.31M | Sell |
4,876
-125
| -2% | -$33.5K | 0.15% | 107 |
|
|
2021
Q3 | $1.21M | Sell |
5,001
-75
| -1% | -$18.1K | 0.15% | 103 |
|
|
2021
Q2 | $1.17M | Sell |
5,076
-70
| -1% | -$16.2K | 0.15% | 104 |
|
|
2021
Q1 | $1.15M | Sell |
5,146
-45
| -0.9% | -$10.1K | 0.16% | 99 |
|
|
2020
Q4 | $1.11M | Sell |
5,191
-100
| -2% | -$21.5K | 0.16% | 97 |
|
|
2020
Q3 | $1.16M | Sell |
5,291
-669
| -11% | -$147K | 0.19% | 89 |
|
|
2020
Q2 | $1.1M | Sell |
5,960
-10
| -0.2% | -$1.84K | 0.19% | 87 |
|
|
2020
Q1 | $987K | Sell |
5,970
-118
| -2% | -$19.5K | 0.22% | 81 |
|
|
2019
Q4 | $1.2M | Sell |
6,088
-18
| -0.3% | -$3.56K | 0.23% | 84 |
|
|
2019
Q3 | $1.31M | Sell |
6,106
-625
| -9% | -$134K | 0.28% | 78 |
|
|
2019
Q2 | $1.4M | Sell |
6,731
-35
| -0.5% | -$7.27K | 0.28% | 76 |
|
|
2019
Q1 | $1.29M | Sell |
6,766
-775
| -10% | -$147K | 0.26% | 80 |
|
|
2018
Q4 | $1.34M | Buy |
7,541
+558
| +8% | +$99.1K | 0.32% | 69 |
|
|
2018
Q3 | $1.17M | Sell |
6,983
-387
| -5% | -$64.7K | 0.24% | 86 |
|
|
2018
Q2 | $1.16M | Sell |
7,370
-50
| -0.7% | -$7.84K | 0.27% | 82 |
|
|
2018
Q1 | $1.16M | Sell |
7,420
-300
| -4% | -$46.9K | 0.28% | 81 |
|
|
2017
Q4 | $1.33M | Sell |
7,720
-202
| -3% | -$34.8K | 0.32% | 73 |
|
|
2017
Q3 | $1.24M | Sell |
7,922
-163
| -2% | -$25.5K | 0.33% | 72 |
|
|
2017
Q2 | $1.24M | Sell |
8,085
-14
| -0.2% | -$2.14K | 0.35% | 69 |
|
|
2017
Q1 | $1.05M | Sell |
8,099
-1,015
| -11% | -$132K | 0.31% | 71 |
|
|
2016
Q4 | $1.11M | Sell |
9,114
-2
| -0% | -$243 | 0.35% | 67 |
|
|
2016
Q3 | $1.05M | Hold |
9,116
| – | – | 0.35% | 68 |
|
|
2016
Q2 | $1.1M | Buy |
9,116
+1
| +0% | +$120 | 0.36% | 65 |
|
|
2016
Q1 | $1.15M | Hold |
9,115
| – | – | 0.4% | 66 |
|
|
2015
Q4 | $1.08M | Sell |
9,115
-1,974
| -18% | -$233K | 0.38% | 61 |
|
|
2015
Q3 | $1.09M | Sell |
11,089
-598
| -5% | -$58.9K | 0.44% | 50 |
|
|
2015
Q2 | $1.11M | Sell |
11,687
-432
| -4% | -$41.1K | 0.42% | 56 |
|
|
2015
Q1 | $1.18M | Sell |
12,119
-629
| -5% | -$61.2K | 0.47% | 54 |
|
|
2014
Q4 | $1.19M | Buy |
12,748
+89
| +0.7% | +$8.34K | 0.5% | 54 |
|
|
2014
Q3 | $1.2M | Sell |
12,659
-363
| -3% | -$34.4K | 0.52% | 54 |
|
|
2014
Q2 | $1.31M | Sell |
13,022
-381
| -3% | -$38.4K | 0.55% | 53 |
|
|
2014
Q1 | $1.31M | Sell |
13,403
-400
| -3% | -$39.2K | 0.61% | 48 |
|
|
2013
Q4 | $1.34M | Sell |
13,803
-1,036
| -7% | -$101K | 0.64% | 49 |
|
|
2013
Q3 | $1.43M | Sell |
14,839
-199
| -1% | -$19.2K | 0.73% | 45 |
|
|
2013
Q2 | $1.49M | Buy |
+15,038
| New | +$1.49M | 0.82% | 39 |
|