Chesley Taft & Associates’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 | $8.41M | Buy |
28,778
+92
| +0.3% | +$26.9K | 0.38% | 63 |
|
|
2025
Q1 | $8.96M | Sell |
28,686
-230
| -0.8% | -$71.8K | 0.43% | 61 |
|
|
2024
Q4 | $8.38M | Sell |
28,916
-70
| -0.2% | -$20.3K | 0.39% | 62 |
|
|
2024
Q3 | $8.83M | Sell |
28,986
-2,421
| -8% | -$737K | 0.42% | 59 |
|
|
2024
Q2 | $8M | Buy |
31,407
+1,495
| +5% | +$381K | 0.4% | 62 |
|
|
2024
Q1 | $8.43M | Sell |
29,912
-112
| -0.4% | -$31.6K | 0.43% | 58 |
|
|
2023
Q4 | $8.9M | Sell |
30,024
-69
| -0.2% | -$20.5K | 0.5% | 53 |
|
|
2023
Q3 | $7.93M | Sell |
30,093
-260
| -0.9% | -$68.5K | 0.51% | 53 |
|
|
2023
Q2 | $9.06M | Sell |
30,353
-129
| -0.4% | -$38.5K | 0.55% | 52 |
|
|
2023
Q1 | $8.52M | Buy |
30,482
+86
| +0.3% | +$24K | 0.56% | 53 |
|
|
2022
Q4 | $8.01M | Sell |
30,396
-99
| -0.3% | -$26.1K | 0.55% | 51 |
|
|
2022
Q3 | $7.04M | Sell |
30,495
-474
| -2% | -$109K | 0.52% | 53 |
|
|
2022
Q2 | $7.65M | Buy |
30,969
+55
| +0.2% | +$13.6K | 0.52% | 53 |
|
|
2022
Q1 | $7.7M | Buy |
30,914
+205
| +0.7% | +$51.1K | 0.45% | 59 |
|
|
2021
Q4 | $8.23M | Sell |
30,709
-330
| -1% | -$88.5K | 0.43% | 63 |
|
|
2021
Q3 | $7.48M | Sell |
31,039
-15
| -0% | -$3.62K | 0.43% | 65 |
|
|
2021
Q2 | $7.17M | Sell |
31,054
-4
| -0% | -$924 | 0.41% | 66 |
|
|
2021
Q1 | $7.11M | Sell |
31,058
-147
| -0.5% | -$33.6K | 0.42% | 65 |
|
|
2020
Q4 | $6.7M | Buy |
31,205
+110
| +0.4% | +$23.6K | 0.43% | 65 |
|
|
2020
Q3 | $6.83M | Sell |
31,095
-520
| -2% | -$114K | 0.48% | 60 |
|
|
2020
Q2 | $5.83M | Sell |
31,615
-148
| -0.5% | -$27.3K | 0.44% | 63 |
|
|
2020
Q1 | $5.25M | Buy |
31,763
+195
| +0.6% | +$32.2K | 0.48% | 60 |
|
|
2019
Q4 | $6.24M | Buy |
31,568
+1,573
| +5% | +$311K | 0.45% | 62 |
|
|
2019
Q3 | $6.44M | Sell |
29,995
-224
| -0.7% | -$48.1K | 0.5% | 60 |
|
|
2019
Q2 | $6.28M | Buy |
30,219
+25
| +0.1% | +$5.19K | 0.49% | 60 |
|
|
2019
Q1 | $5.73M | Sell |
30,194
-2,040
| -6% | -$387K | 0.48% | 60 |
|
|
2018
Q4 | $5.72M | Buy |
32,234
+4,450
| +16% | +$790K | 0.55% | 57 |
|
|
2018
Q3 | $4.65M | Hold |
27,784
| – | – | 0.37% | 73 |
|
|
2018
Q2 | $4.35M | Buy |
27,784
+100
| +0.4% | +$15.7K | 0.37% | 73 |
|
|
2018
Q1 | $4.33M | Sell |
27,684
-1,803
| -6% | -$282K | 0.38% | 71 |
|
|
2017
Q4 | $5.08M | Sell |
29,487
-5,064
| -15% | -$872K | 0.43% | 71 |
|
|
2017
Q3 | $5.41M | Buy |
34,551
+1,321
| +4% | +$207K | 0.47% | 69 |
|
|
2017
Q2 | $5.09M | Sell |
33,230
-1,255
| -4% | -$192K | 0.46% | 69 |
|
|
2017
Q1 | $4.47M | Buy |
34,485
+115
| +0.3% | +$14.9K | 0.42% | 70 |
|
|
2016
Q4 | $4.18M | Buy |
34,370
+1,555
| +5% | +$189K | 0.41% | 71 |
|
|
2016
Q3 | $3.79M | Sell |
32,815
-755
| -2% | -$87.1K | 0.38% | 75 |
|
|
2016
Q2 | $4.04M | Buy |
33,570
+1,320
| +4% | +$159K | 0.41% | 69 |
|
|
2016
Q1 | $4.05M | Buy |
32,250
+285
| +0.9% | +$35.8K | 0.43% | 65 |
|
|
2015
Q4 | $3.78M | Sell |
31,965
-202
| -0.6% | -$23.9K | 0.4% | 72 |
|
|
2015
Q3 | $3.17M | Buy |
32,167
+136
| +0.4% | +$13.4K | 0.35% | 80 |
|
|
2015
Q2 | $3.05M | Sell |
32,031
-150
| -0.5% | -$14.3K | 0.31% | 89 |
|
|
2015
Q1 | $3.14M | Buy |
32,181
+325
| +1% | +$31.7K | 0.32% | 88 |
|
|
2014
Q4 | $2.99M | Sell |
31,856
-2,160
| -6% | -$202K | 0.3% | 89 |
|
|
2014
Q3 | $3.23M | Sell |
34,016
-1,625
| -5% | -$154K | 0.34% | 85 |
|
|
2014
Q2 | $3.59M | Buy |
35,641
+3,525
| +11% | +$355K | 0.37% | 81 |
|
|
2014
Q1 | $3.15M | Sell |
32,116
-8,088
| -20% | -$793K | 0.34% | 85 |
|
|
2013
Q4 | $3.9M | Sell |
40,204
-486
| -1% | -$47.2K | 0.39% | 78 |
|
|
2013
Q3 | $3.92M | Buy |
40,690
+492
| +1% | +$47.3K | 0.43% | 78 |
|
|
2013
Q2 | $3.98M | Buy |
+40,198
| New | +$3.98M | 0.46% | 71 |
|