WGAM
Wilkinson Global Asset Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.53M | Sell |
8,655
-60
| -0.7% | -$17.5K | 0.16% | 32 |
|
|
2025
Q1 | $2.72M | Sell |
8,715
-80
| -0.9% | -$25K | 0.17% | 34 |
|
|
2024
Q4 | $2.55M | Hold |
8,795
| – | – | 0.16% | 34 |
|
|
2024
Q3 | $2.68M | Hold |
8,795
| – | – | 0.16% | 35 |
|
|
2024
Q2 | $2.24M | Sell |
8,795
-90
| -1% | -$22.9K | 0.14% | 36 |
|
|
2024
Q1 | $2.51M | Sell |
8,885
-10
| -0.1% | -$2.82K | 0.16% | 35 |
|
|
2023
Q4 | $2.64M | Sell |
8,895
-5
| -0.1% | -$1.48K | 0.18% | 32 |
|
|
2023
Q3 | $2.34M | Hold |
8,900
| – | – | 0.18% | 34 |
|
|
2023
Q2 | $2.66M | Sell |
8,900
-10
| -0.1% | -$2.98K | 0.2% | 30 |
|
|
2023
Q1 | $2.49M | Sell |
8,910
-1,200
| -12% | -$336K | 0.2% | 33 |
|
|
2022
Q4 | $2.66M | Sell |
10,110
-25
| -0.2% | -$6.59K | 0.22% | 32 |
|
|
2022
Q3 | $2.34M | Hold |
10,135
| – | – | 0.21% | 32 |
|
|
2022
Q2 | $2.5M | Hold |
10,135
| – | – | 0.21% | 32 |
|
|
2022
Q1 | $2.51M | Sell |
10,135
-20
| -0.2% | -$4.95K | 0.16% | 38 |
|
|
2021
Q4 | $2.72M | Hold |
10,155
| – | – | 0.15% | 40 |
|
|
2021
Q3 | $2.45M | Hold |
10,155
| – | – | 0.15% | 40 |
|
|
2021
Q2 | $2.35M | Hold |
10,155
| – | – | 0.14% | 41 |
|
|
2021
Q1 | $2.28M | Buy |
+10,155
| New | +$2.28M | 0.14% | 40 |
|