WCWM
Willow Creek Wealth Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $298K | Buy |
1,019
+46
| +5% | +$13.4K | 0.03% | 141 |
|
|
2025
Q1 | $304K | Buy |
973
+204
| +27% | +$63.7K | 0.03% | 123 |
|
|
2024
Q4 | $223K | Hold |
769
| – | – | 0.02% | 147 |
|
|
2024
Q3 | $234K | Buy |
+769
| New | +$234K | 0.02% | 144 |
|
|
2024
Q2 | – | Sell |
-747
| Closed | -$211K | – | 154 |
|
|
2024
Q1 | $211K | Sell |
747
-55
| -7% | -$15.5K | 0.02% | 147 |
|
|
2023
Q4 | $238K | Sell |
802
-2
| -0.2% | -$593 | 0.03% | 129 |
|
|
2023
Q3 | $212K | Buy |
804
+6
| +0.8% | +$1.58K | 0.03% | 128 |
|
|
2023
Q2 | $238K | Buy |
798
+33
| +4% | +$9.85K | 0.03% | 128 |
|
|
2023
Q1 | $214K | Hold |
765
| – | – | 0.03% | 126 |
|
|
2022
Q4 | $202K | Buy |
+765
| New | +$202K | 0.03% | 128 |
|
|
2022
Q2 | – | Sell |
-841
| Closed | -$208K | – | 130 |
|
|
2022
Q1 | $208K | Hold |
841
| – | – | 0.04% | 114 |
|
|
2021
Q4 | $225K | Buy |
+841
| New | +$225K | 0.05% | 116 |
|