WAM
Wolverine Asset Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $261K | Buy |
893
+761
| +577% | +$222K | ﹤0.01% | 641 |
|
|
2025
Q1 | $41.2K | Buy |
+132
| New | +$41.2K | ﹤0.01% | 806 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 1329 |
|
|
2024
Q3 | – | Sell |
-579
| Closed | -$148K | – | 1345 |
|
|
2024
Q2 | $148K | Buy |
+579
| New | +$148K | ﹤0.01% | 675 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 1434 |
|
|
2023
Q4 | – | Sell |
-10,816
| Closed | -$2.85M | – | 1521 |
|
|
2023
Q3 | $2.85M | Buy |
+10,816
| New | +$2.85M | 0.03% | 250 |
|
|
2023
Q2 | – | Sell |
-18,785
| Closed | -$5.25M | – | 1553 |
|
|
2023
Q1 | $5.25M | Buy |
+18,785
| New | +$5.25M | 0.06% | 174 |
|
|
2022
Q4 | – | Sell |
-7,068
| Closed | -$1.63M | – | 1864 |
|
|
2022
Q3 | $1.63M | Buy |
+7,068
| New | +$1.63M | 0.02% | 459 |
|
|
2021
Q3 | – | Sell |
-1,181
| Closed | -$272K | – | 1912 |
|
|
2021
Q2 | $272K | Buy |
+1,181
| New | +$272K | ﹤0.01% | 931 |
|
|
2020
Q1 | – | Sell |
-504
| Closed | -$99K | – | 1321 |
|
|
2019
Q4 | $99K | Buy |
504
+171
| +51% | +$33.6K | ﹤0.01% | 823 |
|
|
2019
Q3 | $71K | Buy |
+333
| New | +$71K | ﹤0.01% | 862 |
|
|
2018
Q3 | – | Sell |
-10,984
| Closed | -$1.72M | – | 1146 |
|
|
2018
Q2 | $1.72M | Buy |
10,984
+3,098
| +39% | +$485K | 0.02% | 358 |
|
|
2018
Q1 | $1.23M | Sell |
7,886
-193,114
| -96% | -$30.2M | 0.02% | 418 |
|
|
2017
Q4 | $34.6M | Buy |
+201,000
| New | +$34.6M | 0.35% | 34 |
|
|
2016
Q1 | – | Sell |
-626,928
| Closed | -$74.1M | – | 969 |
|
|
2015
Q4 | $74.1M | Buy |
626,928
+575,900
| +1,129% | +$68M | 1.6% | 5 |
|
|
2015
Q3 | $5.03M | Sell |
51,028
-44,700
| -47% | -$4.4M | 0.12% | 147 |
|
|
2015
Q2 | $9.1M | Sell |
95,728
-43,594
| -31% | -$4.14M | 0.21% | 96 |
|
|
2015
Q1 | $13.6M | Buy |
139,322
+88,247
| +173% | +$8.6M | 0.27% | 69 |
|
|
2014
Q4 | $4.79M | Sell |
51,075
-73,395
| -59% | -$6.88M | 0.09% | 151 |
|
|
2014
Q3 | $11.8M | Buy |
124,470
+59,055
| +90% | +$5.6M | 0.25% | 77 |
|
|
2014
Q2 | $6.59M | Buy |
65,415
+21,650
| +49% | +$2.18M | 0.14% | 111 |
|
|
2014
Q1 | $4.29M | Buy |
43,765
+17,300
| +65% | +$1.7M | 0.09% | 167 |
|
|
2013
Q4 | $2.57M | Sell |
26,465
-26,000
| -50% | -$2.52M | 0.05% | 240 |
|
|
2013
Q3 | $5.05M | Buy |
52,465
+20,547
| +64% | +$1.98M | 0.11% | 142 |
|
|
2013
Q2 | $3.16M | Buy |
+31,918
| New | +$3.16M | 0.08% | 182 |
|