Baker Boyer National Bank’s McDonald's MCD Stock Holding History

Baker Boyer National Bank’s Portfolio MCD Stock Details MCD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$891K	Hold	3,048	–	–	0.31%	27
2025 Q1	$952K	Sell	3,048 -26	-0.8%	-$8.12K	0.35%	26
2024 Q4	$891K	Sell	3,074 -51	-2%	-$14.8K	0.31%	31
2024 Q3	$952K	Sell	3,125 -15	-0.5%	-$4.57K	0.32%	29
2024 Q2	$800K	Sell	3,140 -516	-14%	-$131K	0.28%	32
2024 Q1	$1.03M	Sell	3,656 -381	-9%	-$107K	0.36%	29
2023 Q4	$1.2M	Sell	4,037 -364	-8%	-$108K	0.44%	23
2023 Q3	$1.16M	Buy	4,401 +204	+5%	+$53.7K	0.47%	23
2023 Q2	$1.25M	Sell	4,197 -59	-1%	-$17.6K	0.46%	22
2023 Q1	$1.19M	Sell	4,256 -1,181	-22%	-$330K	0.46%	22
2022 Q4	$1.43M	Sell	5,437 -856	-14%	-$226K	0.6%	21
2022 Q3	$1.45M	Hold	6,293	–	–	0.64%	22
2022 Q2	$1.55M	Sell	6,293 -18	-0.3%	-$4.45K	0.79%	22
2022 Q1	$1.56M	Sell	6,311 -22	-0.3%	-$5.44K	0.75%	23
2021 Q4	$1.7M	Buy	+6,333	New	+$1.7M	0.78%	24
2021 Q2	$1.55M	Buy	+6,293	New	+$1.55M	0.79%	22
2018 Q1	$701K	Hold	4,485	–	–	2.12%	12
2017 Q4	$772K	Buy	4,485 +117	+3%	+$20.1K	2.32%	10
2017 Q3	$684K	Sell	4,368 -195	-4%	-$30.5K	2.26%	15
2017 Q2	$699K	Hold	4,563	–	–	2.79%	12
2017 Q1	$591K	Sell	4,563 -70	-2%	-$9.07K	2.42%	16
2016 Q4	$564K	Hold	4,633	–	–	2.45%	17
2016 Q3	$534K	Hold	4,633	–	–	2.2%	19
2016 Q2	$558K	Buy	4,633 +15	+0.3%	+$1.81K	2.55%	15
2016 Q1	$580K	Sell	4,618 -480	-9%	-$60.3K	2.71%	13
2015 Q4	$602K	Buy	5,098 +415	+9%	+$49K	2.83%	12
2015 Q3	$461K	Sell	4,683 -508	-10%	-$50K	2.25%	19
2015 Q2	$494K	Sell	5,191 -150	-3%	-$14.3K	1.03%	32
2015 Q1	$520K	Hold	5,341	–	–	1.06%	31
2014 Q4	$500K	Buy	5,341 +108	+2%	+$10.1K	0.98%	34
2014 Q3	$496K	Hold	5,233	–	–	0.97%	34
2014 Q2	$527K	Buy	5,233 +95	+2%	+$9.57K	0.96%	33
2014 Q1	$504K	Sell	5,138 -222	-4%	-$21.8K	0.98%	32
2013 Q4	$520K	Sell	5,360 -9,010	-63%	-$874K	1.01%	30
2013 Q3	$1.38M	Sell	14,370 -210	-1%	-$20.2K	3.05%	19
2013 Q2	$1.44M	Buy	+14,580	New	+$1.44M	3.11%	16