Colonial Trust 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 | $4.57M | Sell |
15,629
-126
| -0.8% | -$36.8K | 0.38% | 69 |
|
|
2025
Q1 | $4.92M | Sell |
15,755
-409
| -3% | -$128K | 0.44% | 64 |
|
|
2024
Q4 | $4.69M | Sell |
16,164
-532
| -3% | -$154K | 0.42% | 67 |
|
|
2024
Q3 | $5.08M | Buy |
16,696
+5
| +0% | +$1.52K | 0.44% | 65 |
|
|
2024
Q2 | $4.25M | Sell |
16,691
-829
| -5% | -$211K | 0.41% | 67 |
|
|
2024
Q1 | $4.94M | Buy |
17,520
+88
| +0.5% | +$24.8K | 0.49% | 60 |
|
|
2023
Q4 | $5.17M | Sell |
17,432
-780
| -4% | -$231K | 0.55% | 58 |
|
|
2023
Q3 | $4.8M | Sell |
18,212
-179
| -1% | -$47.2K | 0.55% | 58 |
|
|
2023
Q2 | $5.49M | Sell |
18,391
-1,247
| -6% | -$372K | 0.61% | 53 |
|
|
2023
Q1 | $5.49M | Buy |
19,638
+38
| +0.2% | +$10.6K | 0.65% | 52 |
|
|
2022
Q4 | $5.17M | Sell |
19,600
-1,170
| -6% | -$308K | 0.63% | 52 |
|
|
2022
Q3 | $4.79M | Buy |
20,770
+361
| +2% | +$83.3K | 0.65% | 52 |
|
|
2022
Q2 | $5.04M | Sell |
20,409
-350
| -2% | -$86.4K | 0.71% | 46 |
|
|
2022
Q1 | $5.13M | Sell |
20,759
-321
| -2% | -$79.4K | 0.61% | 52 |
|
|
2021
Q4 | $5.65M | Sell |
21,080
-175
| -0.8% | -$46.9K | 0.63% | 51 |
|
|
2021
Q3 | $5.13M | Sell |
21,255
-828
| -4% | -$200K | 0.63% | 51 |
|
|
2021
Q2 | $5.1M | Buy |
22,083
+173
| +0.8% | +$40K | 0.62% | 52 |
|
|
2021
Q1 | $4.91M | Buy |
21,910
+89
| +0.4% | +$19.9K | 0.65% | 50 |
|
|
2020
Q4 | $4.68M | Buy |
21,821
+366
| +2% | +$78.5K | 0.65% | 50 |
|
|
2020
Q3 | $4.71M | Sell |
21,455
-10
| -0% | -$2.2K | 0.74% | 42 |
|
|
2020
Q2 | $3.96M | Buy |
21,465
+410
| +2% | +$75.6K | 0.68% | 48 |
|
|
2020
Q1 | $3.48M | Buy |
21,055
+243
| +1% | +$40.2K | 0.73% | 45 |
|
|
2019
Q4 | $4.11M | Sell |
20,812
-289
| -1% | -$57.1K | 0.68% | 53 |
|
|
2019
Q3 | $4.53M | Sell |
21,101
-100
| -0.5% | -$21.5K | 0.8% | 45 |
|
|
2019
Q2 | $4.4M | Buy |
21,201
+279
| +1% | +$57.9K | 0.8% | 44 |
|
|
2019
Q1 | $3.97M | Buy |
20,922
+2,335
| +13% | +$443K | 0.75% | 47 |
|
|
2018
Q4 | $3.3M | Sell |
18,587
-1,617
| -8% | -$287K | 0.81% | 45 |
|
|
2018
Q3 | $3.38M | Sell |
20,204
-341
| -2% | -$57K | 0.63% | 55 |
|
|
2018
Q2 | $3.22M | Sell |
20,545
-150
| -0.7% | -$23.5K | 0.64% | 53 |
|
|
2018
Q1 | $3.24M | Sell |
20,695
-1,737
| -8% | -$272K | 0.66% | 52 |
|
|
2017
Q4 | $3.86M | Buy |
22,432
+1,787
| +9% | +$308K | 0.6% | 56 |
|
|
2017
Q3 | $3.24M | Sell |
20,645
-79
| -0.4% | -$12.4K | 0.71% | 53 |
|
|
2017
Q2 | $3.17M | Buy |
20,724
+3,199
| +18% | +$490K | 0.72% | 53 |
|
|
2017
Q1 | $2.53M | Sell |
17,525
-114
| -0.6% | -$16.4K | 0.78% | 45 |
|
|
2016
Q4 | $2.15M | Sell |
17,639
-686
| -4% | -$83.5K | 0.69% | 49 |
|
|
2016
Q3 | $2.11M | Buy |
18,325
+24
| +0.1% | +$2.77K | 0.66% | 52 |
|
|
2016
Q2 | $2.2M | Buy |
18,301
+76
| +0.4% | +$9.14K | 0.7% | 47 |
|
|
2016
Q1 | $2.29M | Buy |
18,225
+100
| +0.6% | +$12.6K | 0.75% | 44 |
|
|
2015
Q4 | $2.14M | Sell |
18,125
-349
| -2% | -$41.2K | 0.71% | 47 |
|
|
2015
Q3 | $1.82M | Sell |
18,474
-300
| -2% | -$29.6K | 0.61% | 61 |
|
|
2015
Q2 | $1.79M | Sell |
18,774
-2,125
| -10% | -$202K | 0.55% | 61 |
|
|
2015
Q1 | $2.04M | Sell |
20,899
-1,429
| -6% | -$139K | 0.62% | 54 |
|
|
2014
Q4 | $2.09M | Sell |
22,328
-10,850
| -33% | -$1.02M | 0.81% | 42 |
|
|
2014
Q3 | $3.15M | Sell |
33,178
-2,726
| -8% | -$258K | 0.97% | 33 |
|
|
2014
Q2 | $3.62M | Sell |
35,904
-675
| -2% | -$68K | 1.1% | 32 |
|
|
2014
Q1 | $3.59M | Sell |
36,579
-2,204
| -6% | -$216K | 1.12% | 31 |
|
|
2013
Q4 | $3.76M | Sell |
38,783
-774
| -2% | -$75.1K | 1.18% | 30 |
|
|
2013
Q3 | $3.81M | Buy |
39,557
+1,501
| +4% | +$144K | 1.29% | 28 |
|
|
2013
Q2 | $3.77M | Buy |
+38,056
| New | +$3.77M | 1.34% | 28 |
|