BRM
Boston Research & Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.31M | Buy |
25,017
+333
| +1% | +$97.3K | 1.75% | 19 |
|
|
2025
Q1 | $7.71M | Sell |
24,684
-362
| -1% | -$113K | 1.91% | 16 |
|
|
2024
Q4 | $7.26M | Sell |
25,046
-83
| -0.3% | -$24.1K | 1.78% | 17 |
|
|
2024
Q3 | $7.65M | Buy |
25,129
+190
| +0.8% | +$57.9K | 1.8% | 17 |
|
|
2024
Q2 | $6.36M | Buy |
24,939
+592
| +2% | +$151K | 1.61% | 21 |
|
|
2024
Q1 | $6.86M | Buy |
24,347
+108
| +0.4% | +$30.4K | 1.7% | 20 |
|
|
2023
Q4 | $7.19M | Buy |
24,239
+501
| +2% | +$149K | 1.91% | 13 |
|
|
2023
Q3 | $6.25M | Buy |
23,738
+140
| +0.6% | +$36.9K | 1.85% | 14 |
|
|
2023
Q2 | $7.04M | Buy |
23,598
+103
| +0.4% | +$30.7K | 1.99% | 13 |
|
|
2023
Q1 | $6.57M | Sell |
23,495
-485
| -2% | -$136K | 1.96% | 13 |
|
|
2022
Q4 | $6.32M | Sell |
23,980
-270
| -1% | -$71.1K | 1.96% | 15 |
|
|
2022
Q3 | $5.6M | Sell |
24,250
-35
| -0.1% | -$8.08K | 1.91% | 13 |
|
|
2022
Q2 | $6M | Sell |
24,285
-60
| -0.2% | -$14.8K | 1.94% | 11 |
|
|
2022
Q1 | $6.02M | Sell |
24,345
-719
| -3% | -$178K | 1.75% | 17 |
|
|
2021
Q4 | $6.72M | Sell |
25,064
-17
| -0.1% | -$4.56K | 1.83% | 19 |
|
|
2021
Q3 | $6.05M | Buy |
25,081
+15
| +0.1% | +$3.62K | 1.8% | 19 |
|
|
2021
Q2 | $5.79M | Buy |
25,066
+105
| +0.4% | +$24.3K | 1.76% | 21 |
|
|
2021
Q1 | $5.59M | Buy |
24,961
+276
| +1% | +$61.9K | 1.8% | 22 |
|
|
2020
Q4 | $5.3M | Buy |
24,685
+168
| +0.7% | +$36K | 1.84% | 22 |
|
|
2020
Q3 | $5.38M | Sell |
24,517
-765
| -3% | -$168K | 2.1% | 14 |
|
|
2020
Q2 | $4.66M | Buy |
25,282
+313
| +1% | +$57.7K | 1.94% | 17 |
|
|
2020
Q1 | $4.13M | Sell |
24,969
-448
| -2% | -$74.1K | 2.07% | 16 |
|
|
2019
Q4 | $5.02M | Buy |
25,417
+75
| +0.3% | +$14.8K | 1.88% | 20 |
|
|
2019
Q3 | $5.44M | Buy |
25,342
+145
| +0.6% | +$31.1K | 2.15% | 9 |
|
|
2019
Q2 | $5.23M | Sell |
25,197
-260
| -1% | -$54K | 2.12% | 10 |
|
|
2019
Q1 | $4.83M | Sell |
25,457
-305
| -1% | -$57.9K | 2.01% | 13 |
|
|
2018
Q4 | $4.57M | Buy |
25,762
+1,170
| +5% | +$208K | 2.18% | 11 |
|
|
2018
Q3 | $4.11M | Buy |
24,592
+500
| +2% | +$83.6K | 1.88% | 20 |
|
|
2018
Q2 | $3.77M | Sell |
24,092
-570
| -2% | -$89.3K | 1.86% | 17 |
|
|
2018
Q1 | $3.86M | Buy |
24,662
+130
| +0.5% | +$20.3K | 1.96% | 18 |
|
|
2017
Q4 | $4.22M | Sell |
24,532
-1,720
| -7% | -$296K | 2.12% | 11 |
|
|
2017
Q3 | $4.11M | Sell |
26,252
-365
| -1% | -$57.2K | 2.1% | 11 |
|
|
2017
Q2 | $4.08M | Sell |
26,617
-415
| -2% | -$63.6K | 2.21% | 6 |
|
|
2017
Q1 | $3.5M | Sell |
27,032
-785
| -3% | -$102K | 1.91% | 16 |
|
|
2016
Q4 | $3.39M | Buy |
27,817
+340
| +1% | +$41.4K | 1.93% | 14 |
|
|
2016
Q3 | $3.17M | Buy |
27,477
+527
| +2% | +$60.8K | 1.83% | 20 |
|
|
2016
Q2 | $3.24M | Buy |
26,950
+80
| +0.3% | +$9.63K | 1.97% | 11 |
|
|
2016
Q1 | $3.38M | Sell |
26,870
-730
| -3% | -$91.7K | 2.1% | 9 |
|
|
2015
Q4 | $3.26M | Sell |
27,600
-10
| -0% | -$1.18K | 2.03% | 10 |
|
|
2015
Q3 | $2.72M | Buy |
27,610
+30
| +0.1% | +$2.96K | 1.79% | 20 |
|
|
2015
Q2 | $2.62M | Sell |
27,580
-390
| -1% | -$37.1K | 1.66% | 27 |
|
|
2015
Q1 | $2.73M | Buy |
27,970
+2,575
| +10% | +$251K | 1.73% | 24 |
|
|
2014
Q4 | $2.38M | Sell |
25,395
-795
| -3% | -$74.5K | 1.49% | 30 |
|
|
2014
Q3 | $2.48M | Buy |
26,190
+2,370
| +10% | +$225K | 1.67% | 22 |
|
|
2014
Q2 | $2.4M | Buy |
23,820
+431
| +2% | +$43.4K | 1.66% | 23 |
|
|
2014
Q1 | $2.29M | Buy |
23,389
+460
| +2% | +$45.1K | 1.69% | 22 |
|
|
2013
Q4 | $2.22M | Buy |
22,929
+1,042
| +5% | +$101K | 1.71% | 22 |
|
|
2013
Q3 | $2.11M | Buy |
21,887
+220
| +1% | +$21.2K | 1.78% | 21 |
|
|
2013
Q2 | $2.15M | Buy |
+21,667
| New | +$2.15M | 1.91% | 17 |
|