Bollard Group’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 | $642K | Buy |
2,199
+103
| +5% | +$30.1K | 0.01% | 140 |
|
|
2025
Q1 | $655K | Buy |
2,096
+12
| +0.6% | +$3.75K | 0.02% | 123 |
|
|
2024
Q4 | $604K | Buy |
2,084
+12
| +0.6% | +$3.48K | 0.02% | 125 |
|
|
2024
Q3 | $631K | Buy |
2,072
+11
| +0.5% | +$3.35K | 0.02% | 136 |
|
|
2024
Q2 | $525K | Buy |
2,061
+13
| +0.6% | +$3.31K | 0.01% | 134 |
|
|
2024
Q1 | $577K | Buy |
2,048
+12
| +0.6% | +$3.38K | 0.02% | 132 |
|
|
2023
Q4 | $604K | Buy |
2,036
+11
| +0.5% | +$3.26K | 0.02% | 121 |
|
|
2023
Q3 | $533K | Sell |
2,025
-40
| -2% | -$10.5K | 0.02% | 121 |
|
|
2023
Q2 | $616K | Buy |
2,065
+60
| +3% | +$17.9K | 0.02% | 125 |
|
|
2023
Q1 | $561K | Buy |
2,005
+11
| +0.6% | +$3.08K | 0.02% | 125 |
|
|
2022
Q4 | $525K | Buy |
1,994
+11
| +0.6% | +$2.9K | 0.02% | 126 |
|
|
2022
Q3 | $458K | Sell |
1,983
-111
| -5% | -$25.6K | 0.02% | 131 |
|
|
2022
Q2 | $517K | Buy |
2,094
+12
| +0.6% | +$2.96K | 0.02% | 135 |
|
|
2022
Q1 | $515K | Buy |
2,082
+12
| +0.6% | +$2.97K | 0.02% | 170 |
|
|
2021
Q4 | $555K | Buy |
2,070
+11
| +0.5% | +$2.95K | 0.02% | 169 |
|
|
2021
Q3 | $497K | Buy |
2,059
+10
| +0.5% | +$2.41K | 0.02% | 169 |
|
|
2021
Q2 | $473K | Buy |
2,049
+11
| +0.5% | +$2.54K | 0.02% | 165 |
|
|
2021
Q1 | $457K | Buy |
2,038
+2
| +0.1% | +$448 | 0.02% | 163 |
|
|
2020
Q4 | $437K | Sell |
2,036
-147
| -7% | -$31.6K | 0.02% | 157 |
|
|
2020
Q3 | $479K | Buy |
2,183
+1
| +0% | +$219 | 0.02% | 146 |
|
|
2020
Q2 | $402K | Buy |
2,182
+1,504
| +222% | +$277K | 0.02% | 150 |
|
|
2020
Q1 | $112K | Buy |
678
+203
| +43% | +$33.5K | 0.01% | 159 |
|
|
2019
Q4 | $94K | Buy |
475
+3
| +0.6% | +$594 | ﹤0.01% | 173 |
|
|
2019
Q3 | $101K | Buy |
472
+2
| +0.4% | +$428 | ﹤0.01% | 174 |
|
|
2019
Q2 | $98K | Buy |
470
+3
| +0.6% | +$626 | ﹤0.01% | 193 |
|
|
2019
Q1 | $89K | Buy |
467
+3
| +0.6% | +$572 | ﹤0.01% | 192 |
|
|
2018
Q4 | $82K | Buy |
464
+3
| +0.7% | +$530 | ﹤0.01% | 190 |
|
|
2018
Q3 | $77K | Buy |
461
+3
| +0.7% | +$501 | ﹤0.01% | 201 |
|
|
2018
Q2 | $72K | Buy |
458
+3
| +0.7% | +$472 | ﹤0.01% | 197 |
|
|
2018
Q1 | $71K | Buy |
455
+2
| +0.4% | +$312 | ﹤0.01% | 199 |
|
|
2017
Q4 | $78K | Buy |
453
+3
| +0.7% | +$517 | ﹤0.01% | 191 |
|
|
2017
Q3 | $70K | Buy |
450
+3
| +0.7% | +$467 | ﹤0.01% | 202 |
|
|
2017
Q2 | $68K | Buy |
447
+3
| +0.7% | +$456 | ﹤0.01% | 213 |
|
|
2017
Q1 | $58K | Buy |
444
+3
| +0.7% | +$392 | ﹤0.01% | 217 |
|
|
2016
Q4 | $54K | Buy |
441
+3
| +0.7% | +$367 | ﹤0.01% | 220 |
|
|
2016
Q3 | $51K | Buy |
+438
| New | +$51K | ﹤0.01% | 213 |
|
|
2015
Q2 | – | Sell |
-4,350
| Closed | -$424K | – | 267 |
|
|
2015
Q1 | $424K | Buy |
4,350
+37
| +0.9% | +$3.61K | 0.03% | 175 |
|
|
2014
Q4 | $404K | Hold |
4,313
| – | – | 0.04% | 163 |
|
|
2014
Q3 | $409K | Hold |
4,313
| – | – | 0.04% | 174 |
|
|
2014
Q2 | $434K | Hold |
4,313
| – | – | 0.04% | 171 |
|
|
2014
Q1 | $423K | Sell |
4,313
-8,000
| -65% | -$785K | 0.04% | 167 |
|
|
2013
Q4 | $1.2M | Sell |
12,313
-3,000
| -20% | -$291K | 0.13% | 91 |
|
|
2013
Q3 | $1.47M | Buy |
15,313
+9,920
| +184% | +$954K | 0.17% | 71 |
|
|
2013
Q2 | $534K | Buy |
+5,393
| New | +$534K | 0.1% | 102 |
|