Boston Family Office’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 | $7.67M | Sell |
26,250
-214
| -0.8% | -$62.5K | 0.51% | 53 |
|
|
2025
Q1 | $8.27M | Sell |
26,464
-127
| -0.5% | -$39.7K | 0.59% | 49 |
|
|
2024
Q4 | $7.71M | Sell |
26,591
-473
| -2% | -$137K | 0.53% | 54 |
|
|
2024
Q3 | $8.24M | Sell |
27,064
-613
| -2% | -$187K | 0.56% | 54 |
|
|
2024
Q2 | $7.05M | Sell |
27,677
-5,593
| -17% | -$1.43M | 0.51% | 56 |
|
|
2024
Q1 | $9.38M | Hold |
33,270
| – | – | 0.67% | 46 |
|
|
2023
Q4 | $9.87M | Sell |
33,270
-167
| -0.5% | -$49.5K | 0.74% | 38 |
|
|
2023
Q3 | $8.81M | Sell |
33,437
-502
| -1% | -$132K | 0.72% | 40 |
|
|
2023
Q2 | $10.1M | Buy |
33,939
+785
| +2% | +$234K | 0.78% | 41 |
|
|
2023
Q1 | $9.27M | Buy |
33,154
+200
| +0.6% | +$55.9K | 0.74% | 43 |
|
|
2022
Q4 | $8.68M | Sell |
32,954
-50
| -0.2% | -$13.2K | 0.72% | 45 |
|
|
2022
Q3 | $7.62M | Sell |
33,004
-4,799
| -13% | -$1.11M | 0.68% | 45 |
|
|
2022
Q2 | $9.33M | Buy |
37,803
+374
| +1% | +$92.3K | 0.78% | 41 |
|
|
2022
Q1 | $9.26M | Sell |
37,429
-100
| -0.3% | -$24.7K | 0.66% | 46 |
|
|
2021
Q4 | $10.1M | Sell |
37,529
-697
| -2% | -$187K | 0.65% | 48 |
|
|
2021
Q3 | $9.22M | Buy |
38,226
+271
| +0.7% | +$65.3K | 0.67% | 47 |
|
|
2021
Q2 | $8.77M | Buy |
37,955
+162
| +0.4% | +$37.4K | 0.63% | 52 |
|
|
2021
Q1 | $8.4M | Buy |
37,793
+445
| +1% | +$98.9K | 0.63% | 54 |
|
|
2020
Q4 | $8.01M | Buy |
37,348
+945
| +3% | +$203K | 0.62% | 54 |
|
|
2020
Q3 | $7.99M | Sell |
36,403
-34
| -0.1% | -$7.46K | 0.73% | 45 |
|
|
2020
Q2 | $6.72M | Sell |
36,437
-50
| -0.1% | -$9.22K | 0.65% | 48 |
|
|
2020
Q1 | $6.03M | Sell |
36,487
-777
| -2% | -$128K | 0.71% | 45 |
|
|
2019
Q4 | $7.36M | Hold |
37,264
| – | – | 0.7% | 46 |
|
|
2019
Q3 | $8M | Sell |
37,264
-15
| -0% | -$3.22K | 0.83% | 43 |
|
|
2019
Q2 | $7.74M | Sell |
37,279
-42
| -0.1% | -$8.72K | 0.8% | 43 |
|
|
2019
Q1 | $7.09M | Sell |
37,321
-967
| -3% | -$184K | 0.77% | 46 |
|
|
2018
Q4 | $6.8M | Sell |
38,288
-740
| -2% | -$131K | 0.85% | 46 |
|
|
2018
Q3 | $6.53M | Buy |
39,028
+628
| +2% | +$105K | 0.69% | 50 |
|
|
2018
Q2 | $6.02M | Sell |
38,400
-375
| -1% | -$58.8K | 0.68% | 49 |
|
|
2018
Q1 | $6.06M | Buy |
38,775
+18
| +0% | +$2.82K | 0.69% | 50 |
|
|
2017
Q4 | $6.67M | Buy |
38,757
+21
| +0.1% | +$3.62K | 0.73% | 50 |
|
|
2017
Q3 | $6.07M | Buy |
38,736
+22
| +0.1% | +$3.45K | 0.69% | 51 |
|
|
2017
Q2 | $5.93M | Sell |
38,714
-4,625
| -11% | -$708K | 0.7% | 51 |
|
|
2017
Q1 | $5.62M | Sell |
43,339
-4,595
| -10% | -$596K | 0.69% | 50 |
|
|
2016
Q4 | $5.84M | Sell |
47,934
-100
| -0.2% | -$12.2K | 0.76% | 42 |
|
|
2016
Q3 | $5.54M | Sell |
48,034
-42
| -0.1% | -$4.85K | 0.72% | 47 |
|
|
2016
Q2 | $5.79M | Hold |
48,076
| – | – | 0.75% | 40 |
|
|
2016
Q1 | $6.04M | Buy |
48,076
+837
| +2% | +$105K | 0.8% | 36 |
|
|
2015
Q4 | $5.58M | Sell |
47,239
-20
| -0% | -$2.36K | 0.76% | 38 |
|
|
2015
Q3 | $4.66M | Sell |
47,259
-364
| -0.8% | -$35.9K | 0.65% | 47 |
|
|
2015
Q2 | $4.53M | Sell |
47,623
-3,431
| -7% | -$326K | 0.57% | 57 |
|
|
2015
Q1 | $4.98M | Sell |
51,054
-12,111
| -19% | -$1.18M | 0.62% | 52 |
|
|
2014
Q4 | $5.92M | Sell |
63,165
-706
| -1% | -$66.2K | 0.74% | 42 |
|
|
2014
Q3 | $6.06M | Sell |
63,871
-3,085
| -5% | -$293K | 0.78% | 37 |
|
|
2014
Q2 | $6.75M | Sell |
66,956
-839
| -1% | -$84.5K | 0.86% | 36 |
|
|
2014
Q1 | $6.65M | Sell |
67,795
-14,590
| -18% | -$1.43M | 0.88% | 36 |
|
|
2013
Q4 | $7.99M | Buy |
82,385
+1,165
| +1% | +$113K | 1.05% | 29 |
|
|
2013
Q3 | $7.81M | Sell |
81,220
-475
| -0.6% | -$45.7K | 1.11% | 28 |
|
|
2013
Q2 | $8.09M | Buy |
+81,695
| New | +$8.09M | 1.23% | 21 |
|