WAM
WFA Asset Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $277K | Buy |
1,086
+3
| +0.3% | +$764 | 0.16% | 46 |
|
|
2025
Q1 | $305K | Buy |
1,083
+57
| +6% | +$16.1K | 0.16% | 46 |
|
|
2024
Q4 | $297K | Sell |
1,026
-30
| -3% | -$8.7K | 0.16% | 42 |
|
|
2024
Q3 | $322K | Sell |
1,056
-30
| -3% | -$9.14K | 0.17% | 40 |
|
|
2024
Q2 | $277K | Buy |
1,086
+3
| +0.3% | +$764 | 0.16% | 46 |
|
|
2024
Q1 | $305K | Buy |
1,083
+188
| +21% | +$53K | 0.16% | 46 |
|
|
2023
Q4 | $265K | Sell |
895
-125
| -12% | -$37K | 0.14% | 45 |
|
|
2023
Q3 | $269K | Sell |
1,020
-25
| -2% | -$6.59K | 0.16% | 45 |
|
|
2023
Q2 | $312K | Buy |
1,045
+4
| +0.4% | +$1.19K | 0.18% | 40 |
|
|
2023
Q1 | $291K | Buy |
1,041
+114
| +12% | +$31.9K | 0.18% | 40 |
|
|
2022
Q4 | $244K | Sell |
927
-9
| -1% | -$2.37K | 0.16% | 44 |
|
|
2022
Q3 | $216K | Buy |
936
+82
| +10% | +$18.9K | 0.15% | 42 |
|
|
2022
Q2 | $211K | Sell |
854
-13
| -1% | -$3.21K | 0.15% | 43 |
|
|
2022
Q1 | $214K | Buy |
867
+13
| +2% | +$3.21K | 0.14% | 45 |
|
|
2021
Q4 | $229K | Buy |
+854
| New | +$229K | 0.15% | 41 |
|