BFA
Beaumont Financial Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22M | Sell |
75,396
-1,092
| -1% | -$319K | 1.59% | 19 |
|
|
2025
Q1 | $23.9M | Sell |
76,488
-1,018
| -1% | -$318K | 1.87% | 13 |
|
|
2024
Q4 | $22.5M | Sell |
77,506
-513
| -0.7% | -$149K | 1.69% | 18 |
|
|
2024
Q3 | $23.8M | Sell |
78,019
-1,630
| -2% | -$496K | 1.86% | 15 |
|
|
2024
Q2 | $20.3M | Sell |
79,649
-205
| -0.3% | -$52.2K | 1.62% | 18 |
|
|
2024
Q1 | $22.5M | Sell |
79,854
-203
| -0.3% | -$57.2K | 1.86% | 17 |
|
|
2023
Q4 | $23.7M | Sell |
80,057
-384
| -0.5% | -$114K | 2.16% | 10 |
|
|
2023
Q3 | $21.2M | Buy |
80,441
+450
| +0.6% | +$119K | 2.12% | 10 |
|
|
2023
Q2 | $23.9M | Sell |
79,991
-8,448
| -10% | -$2.52M | 2.2% | 10 |
|
|
2023
Q1 | $24.7M | Sell |
88,439
-1,408
| -2% | -$394K | 2.5% | 9 |
|
|
2022
Q4 | $23.7M | Sell |
89,847
-2,751
| -3% | -$725K | 2.38% | 7 |
|
|
2022
Q3 | $21.4M | Sell |
92,598
-514
| -0.6% | -$119K | 2.05% | 11 |
|
|
2022
Q2 | $23M | Sell |
93,112
-2,374
| -2% | -$586K | 2.06% | 9 |
|
|
2022
Q1 | $23.6M | Buy |
95,486
+187
| +0.2% | +$46.2K | 1.8% | 10 |
|
|
2021
Q4 | $25.5M | Sell |
95,299
-948
| -1% | -$254K | 1.85% | 13 |
|
|
2021
Q3 | $23.2M | Sell |
96,247
-1,381
| -1% | -$333K | 1.79% | 13 |
|
|
2021
Q2 | $22.6M | Sell |
97,628
-373
| -0.4% | -$86.2K | 1.72% | 16 |
|
|
2021
Q1 | $22M | Buy |
98,001
+1,763
| +2% | +$395K | 1.86% | 14 |
|
|
2020
Q4 | $20.7M | Sell |
96,238
-9,055
| -9% | -$1.94M | 1.83% | 12 |
|
|
2020
Q3 | $23.1M | Sell |
105,293
-273
| -0.3% | -$59.9K | 2.21% | 9 |
|
|
2020
Q2 | $19.5M | Buy |
105,566
+931
| +0.9% | +$172K | 2.03% | 10 |
|
|
2020
Q1 | $17.3M | Sell |
104,635
-793
| -0.8% | -$131K | 2.18% | 11 |
|
|
2019
Q4 | $20.8M | Buy |
105,428
+1,061
| +1% | +$210K | 2.05% | 7 |
|
|
2019
Q3 | $22.4M | Sell |
104,367
-1,636
| -2% | -$351K | 2.24% | 4 |
|
|
2019
Q2 | $22M | Sell |
106,003
-219
| -0.2% | -$45.5K | 2.28% | 7 |
|
|
2019
Q1 | $20.2M | Sell |
106,222
-693
| -0.6% | -$132K | 2.16% | 14 |
|
|
2018
Q4 | $19M | Sell |
106,915
-1,893
| -2% | -$336K | 3.1% | 5 |
|
|
2018
Q3 | $18.2M | Buy |
108,808
+4,272
| +4% | +$715K | 1.81% | 21 |
|
|
2018
Q2 | $16.4M | Sell |
104,536
-1,957
| -2% | -$307K | 1.73% | 19 |
|
|
2018
Q1 | $16.7M | Buy |
106,493
+5,050
| +5% | +$790K | 1.86% | 16 |
|
|
2017
Q4 | $17.5M | Buy |
101,443
+638
| +0.6% | +$110K | 2.05% | 17 |
|
|
2017
Q3 | $15.8M | Sell |
100,805
-1,082
| -1% | -$170K | 1.97% | 17 |
|
|
2017
Q2 | $15.6M | Sell |
101,887
-5,550
| -5% | -$850K | 2.02% | 16 |
|
|
2017
Q1 | $13.9M | Buy |
107,437
+566
| +0.5% | +$73.4K | 1.9% | 17 |
|
|
2016
Q4 | $13M | Sell |
106,871
-1,029
| -1% | -$125K | 1.97% | 14 |
|
|
2016
Q3 | $12.4M | Sell |
107,900
-1,273
| -1% | -$147K | 1.97% | 9 |
|
|
2016
Q2 | $13.1M | Buy |
109,173
+103,199
| +1,727% | +$12.4M | 2.16% | 14 |
|
|
2016
Q1 | $582K | Sell |
5,974
-103,088
| -95% | -$10M | 0.09% | 88 |
|
|
2015
Q4 | $12.9M | Buy |
109,062
+52,875
| +94% | +$6.25M | 2.13% | 16 |
|
|
2015
Q3 | $5.34M | Hold |
56,187
| – | – | 0.77% | 50 |
|
|
2015
Q2 | $5.34M | Buy |
56,187
+48,438
| +625% | +$4.61M | 0.77% | 50 |
|
|
2015
Q1 | $755K | Sell |
7,749
-196
| -2% | -$19.1K | 0.03% | 101 |
|
|
2014
Q4 | $744K | Buy |
7,945
+605
| +8% | +$56.7K | 0.04% | 98 |
|
|
2014
Q3 | $753K | Sell |
7,340
-745
| -9% | -$76.4K | 0.05% | 107 |
|
|
2014
Q2 | $814K | Hold |
8,085
| – | – | 0.06% | 113 |
|
|
2014
Q1 | $793K | Sell |
8,085
-1,140
| -12% | -$112K | 0.07% | 93 |
|
|
2013
Q4 | $895K | Buy |
9,225
+50
| +0.5% | +$4.85K | 0.07% | 92 |
|
|
2013
Q3 | $883K | Buy |
9,175
+25
| +0.3% | +$2.41K | 0.08% | 93 |
|
|
2013
Q2 | $906K | Buy |
+9,150
| New | +$906K | 0.08% | 94 |
|