Birch Hill Investment Advisors’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 | $1.64M | Sell |
5,616
-33
| -0.6% | -$9.64K | 0.07% | 90 |
|
|
2025
Q1 | $1.76M | Sell |
5,649
-166
| -3% | -$51.9K | 0.08% | 89 |
|
|
2024
Q4 | $1.69M | Sell |
5,815
-35
| -0.6% | -$10.1K | 0.08% | 92 |
|
|
2024
Q3 | $1.78M | Sell |
5,850
-5
| -0.1% | -$1.52K | 0.08% | 89 |
|
|
2024
Q2 | $1.49M | Sell |
5,855
-62
| -1% | -$15.8K | 0.07% | 91 |
|
|
2024
Q1 | $1.67M | Sell |
5,917
-368
| -6% | -$104K | 0.08% | 88 |
|
|
2023
Q4 | $1.86M | Buy |
6,285
+200
| +3% | +$59.3K | 0.1% | 81 |
|
|
2023
Q3 | $1.6M | Buy |
6,085
+75
| +1% | +$19.8K | 0.1% | 82 |
|
|
2023
Q2 | $1.79M | Sell |
6,010
-125
| -2% | -$37.3K | 0.1% | 79 |
|
|
2023
Q1 | $1.72M | Sell |
6,135
-50
| -0.8% | -$14K | 0.11% | 81 |
|
|
2022
Q4 | $1.63M | Sell |
6,185
-75
| -1% | -$19.8K | 0.1% | 82 |
|
|
2022
Q3 | $1.44M | Hold |
6,260
| – | – | 0.1% | 80 |
|
|
2022
Q2 | $1.55M | Hold |
6,260
| – | – | 0.1% | 83 |
|
|
2022
Q1 | $1.55M | Sell |
6,260
-68
| -1% | -$16.8K | 0.08% | 88 |
|
|
2021
Q4 | $1.7M | Buy |
6,328
+885
| +16% | +$237K | 0.08% | 85 |
|
|
2021
Q3 | $1.31M | Buy |
5,443
+678
| +14% | +$163K | 0.07% | 88 |
|
|
2021
Q2 | $1.1M | Hold |
4,765
| – | – | 0.06% | 93 |
|
|
2021
Q1 | $1.07M | Sell |
4,765
-25
| -0.5% | -$5.6K | 0.06% | 92 |
|
|
2020
Q4 | $1.03M | Buy |
4,790
+25
| +0.5% | +$5.37K | 0.06% | 91 |
|
|
2020
Q3 | $1.05M | Hold |
4,765
| – | – | 0.07% | 85 |
|
|
2020
Q2 | $879K | Sell |
4,765
-586
| -11% | -$108K | 0.06% | 87 |
|
|
2020
Q1 | $885K | Buy |
5,351
+86
| +2% | +$14.2K | 0.08% | 83 |
|
|
2019
Q4 | $1.04M | Hold |
5,265
| – | – | 0.07% | 87 |
|
|
2019
Q3 | $1.13M | Buy |
5,265
+500
| +10% | +$107K | 0.08% | 85 |
|
|
2019
Q2 | $989K | Hold |
4,765
| – | – | 0.07% | 89 |
|
|
2019
Q1 | $905K | Hold |
4,765
| – | – | 0.07% | 86 |
|
|
2018
Q4 | $846K | Hold |
4,765
| – | – | 0.07% | 85 |
|
|
2018
Q3 | $797K | Buy |
4,765
+150
| +3% | +$25.1K | 0.06% | 98 |
|
|
2018
Q2 | $723K | Sell |
4,615
-100
| -2% | -$15.7K | 0.06% | 95 |
|
|
2018
Q1 | $737K | Buy |
4,715
+1,000
| +27% | +$156K | 0.06% | 89 |
|
|
2017
Q4 | $639K | Hold |
3,715
| – | – | 0.05% | 94 |
|
|
2017
Q3 | $582K | Hold |
3,715
| – | – | 0.05% | 94 |
|
|
2017
Q2 | $569K | Hold |
3,715
| – | – | 0.05% | 93 |
|
|
2017
Q1 | $482K | Sell |
3,715
-350
| -9% | -$45.4K | 0.04% | 98 |
|
|
2016
Q4 | $495K | Sell |
4,065
-100
| -2% | -$12.2K | 0.05% | 96 |
|
|
2016
Q3 | $480K | Hold |
4,165
| – | – | 0.04% | 98 |
|
|
2016
Q2 | $501K | Hold |
4,165
| – | – | 0.05% | 94 |
|
|
2016
Q1 | $523K | Hold |
4,165
| – | – | 0.06% | 94 |
|
|
2015
Q4 | $492K | Hold |
4,165
| – | – | 0.05% | 97 |
|
|
2015
Q3 | $410K | Sell |
4,165
-500
| -11% | -$49.2K | 0.04% | 104 |
|
|
2015
Q2 | $444K | Sell |
4,665
-310
| -6% | -$29.5K | 0.05% | 107 |
|
|
2015
Q1 | $485K | Sell |
4,975
-800
| -14% | -$78K | 0.05% | 104 |
|
|
2014
Q4 | $541K | Buy |
5,775
+110
| +2% | +$10.3K | 0.05% | 101 |
|
|
2014
Q3 | $537K | Sell |
5,665
-125
| -2% | -$11.8K | 0.06% | 99 |
|
|
2014
Q2 | $583K | Sell |
5,790
-610
| -10% | -$61.4K | 0.06% | 95 |
|
|
2014
Q1 | $627K | Sell |
6,400
-900
| -12% | -$88.2K | 0.07% | 92 |
|
|
2013
Q4 | $709K | Sell |
7,300
-1,400
| -16% | -$136K | 0.08% | 95 |
|
|
2013
Q3 | $837K | Buy |
8,700
+261
| +3% | +$25.1K | 0.1% | 87 |
|
|
2013
Q2 | $835K | Buy |
+8,439
| New | +$835K | 0.1% | 86 |
|