Beaton Management Company’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.39M | Sell |
4,751
-50
| -1% | -$14.6K | 0.68% | 48 |
|
|
2025
Q1 | $1.5M | Hold |
4,801
| – | – | 0.78% | 41 |
|
|
2024
Q4 | $1.39M | Hold |
4,801
| – | – | 0.7% | 46 |
|
|
2024
Q3 | $1.46M | Hold |
4,801
| – | – | 0.74% | 43 |
|
|
2024
Q2 | $1.22M | Buy |
4,801
+5
| +0.1% | +$1.27K | 0.66% | 48 |
|
|
2024
Q1 | $1.35M | Sell |
4,796
-200
| -4% | -$56.4K | 0.74% | 41 |
|
|
2023
Q4 | $1.48M | Sell |
4,996
-1,200
| -19% | -$356K | 0.89% | 35 |
|
|
2023
Q3 | $1.63M | Buy |
6,196
+2,414
| +64% | +$636K | 1.06% | 29 |
|
|
2023
Q2 | $1.13M | Hold |
3,782
| – | – | 0.71% | 44 |
|
|
2023
Q1 | $1.06M | Buy |
3,782
+34
| +0.9% | +$9.5K | 0.71% | 45 |
|
|
2022
Q4 | $988K | Hold |
3,748
| – | – | 0.66% | 50 |
|
|
2022
Q3 | $865K | Hold |
3,748
| – | – | 0.65% | 50 |
|
|
2022
Q2 | $925K | Hold |
3,748
| – | – | 0.66% | 50 |
|
|
2022
Q1 | $927K | Hold |
3,748
| – | – | 0.57% | 54 |
|
|
2021
Q4 | $1.01M | Hold |
3,748
| – | – | 0.6% | 53 |
|
|
2021
Q3 | $904K | Buy |
3,748
+150
| +4% | +$36.2K | 0.6% | 52 |
|
|
2021
Q2 | $831K | Hold |
3,598
| – | – | 0.53% | 61 |
|
|
2021
Q1 | $806K | Hold |
3,598
| – | – | 0.56% | 58 |
|
|
2020
Q4 | $772K | Hold |
3,598
| – | – | 0.57% | 56 |
|
|
2020
Q3 | $790K | Hold |
3,598
| – | – | 0.65% | 53 |
|
|
2020
Q2 | $664K | Buy |
3,598
+75
| +2% | +$13.8K | 0.59% | 55 |
|
|
2020
Q1 | $583K | Hold |
3,523
| – | – | 0.58% | 59 |
|
|
2019
Q4 | $696K | Buy |
3,523
+100
| +3% | +$19.8K | 0.55% | 56 |
|
|
2019
Q3 | $735K | Sell |
3,423
-100
| -3% | -$21.5K | 0.6% | 54 |
|
|
2019
Q2 | $732K | Sell |
3,523
-50
| -1% | -$10.4K | 0.61% | 55 |
|
|
2019
Q1 | $679K | Hold |
3,573
| – | – | 0.59% | 55 |
|
|
2018
Q4 | $634K | Hold |
3,573
| – | – | 0.62% | 55 |
|
|
2018
Q3 | $598K | Hold |
3,573
| – | – | 0.49% | 60 |
|
|
2018
Q2 | $560K | Buy |
3,573
+100
| +3% | +$15.7K | 0.5% | 60 |
|
|
2018
Q1 | $543K | Sell |
3,473
-100
| -3% | -$15.6K | 0.5% | 59 |
|
|
2017
Q4 | $615K | Hold |
3,573
| – | – | 0.55% | 57 |
|
|
2017
Q3 | $560K | Sell |
3,573
-50
| -1% | -$7.84K | 0.53% | 58 |
|
|
2017
Q2 | $555K | Buy |
+3,623
| New | +$555K | 0.55% | 58 |
|