Cutter & Co Brokerage’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
Sell
-1,913
Closed -$597K 99
2025
Q1
$597K Buy
1,913
+1
+0.1% +$312 0.14% 87
2024
Q4
$554K Buy
1,912
+1
+0.1% +$290 0.14% 87
2024
Q3
$582K Sell
1,911
-253
-12% -$77.1K 0.13% 92
2024
Q2
$552K Sell
2,164
-102
-5% -$26K 0.13% 90
2024
Q1
$639K Buy
2,266
+20
+0.9% +$5.64K 0.16% 83
2023
Q4
$666K Sell
2,246
-34
-1% -$10.1K 0.18% 79
2023
Q3
$601K Sell
2,280
-29
-1% -$7.64K 0.18% 82
2023
Q2
$689K Sell
2,309
-60
-3% -$17.9K 0.2% 73
2023
Q1
$662K Buy
2,369
+2
+0.1% +$559 0.21% 81
2022
Q4
$624K Buy
2,367
+45
+2% +$11.9K 0.21% 78
2022
Q3
$536K Buy
2,322
+2
+0.1% +$462 0.2% 91
2022
Q2
$573K Sell
2,320
-299
-11% -$73.8K 0.2% 98
2022
Q1
$648K Sell
2,619
-334
-11% -$82.6K 0.19% 94
2021
Q4
$792K Sell
2,953
-31
-1% -$8.31K 0.22% 96
2021
Q3
$719K Sell
2,984
-69
-2% -$16.6K 0.17% 118
2021
Q2
$705K Buy
3,053
+236
+8% +$54.5K 0.16% 125
2021
Q1
$631K Sell
2,817
-151
-5% -$33.8K 0.15% 129
2020
Q4
$637K Buy
2,968
+162
+6% +$34.8K 0.17% 126
2020
Q3
$616K Sell
2,806
-157
-5% -$34.5K 0.18% 114
2020
Q2
$547K Buy
2,963
+965
+48% +$178K 0.18% 116
2020
Q1
$330K Sell
1,998
-726
-27% -$120K 0.12% 138
2019
Q4
$538K Sell
2,724
-408
-13% -$80.6K 0.19% 110
2019
Q3
$673K Buy
3,132
+6
+0.2% +$1.29K 0.22% 107
2019
Q2
$649K Buy
3,126
+105
+3% +$21.8K 0.2% 116
2019
Q1
$574K Buy
3,021
+1
+0% +$190 0.16% 128
2018
Q4
$536K Buy
3,020
+210
+7% +$37.3K 0.2% 115
2018
Q3
$470K Buy
2,810
+117
+4% +$19.6K 0.16% 134
2018
Q2
$422K Buy
2,693
+2
+0.1% +$313 0.16% 137
2018
Q1
$421K Sell
2,691
-49
-2% -$7.67K 0.17% 131
2017
Q4
$472K Hold
2,740
0.19% 114
2017
Q3
$429K Hold
2,740
0.17% 123
2017
Q2
$420K Hold
2,740
0.17% 138
2017
Q1
$355K Hold
2,740
0.15% 149
2016
Q4
$334K Hold
2,740
0.14% 149
2016
Q3
$316K Buy
2,740
+23
+0.8% +$2.65K 0.14% 151
2016
Q2
$327K Buy
2,717
+650
+31% +$78.2K 0.14% 138
2016
Q1
$260K Sell
2,067
-252
-11% -$31.7K 0.12% 168
2015
Q4
$274K Buy
2,319
+52
+2% +$6.14K 0.13% 147
2015
Q3
$223K Hold
2,267
0.11% 159
2015
Q2
$216K Buy
2,267
+200
+10% +$19.1K 0.09% 203
2015
Q1
$201K Sell
2,067
-303
-13% -$29.5K 0.08% 193
2014
Q4
$222K Sell
2,370
-82
-3% -$7.68K 0.08% 206
2014
Q3
$232K Sell
2,452
-1,280
-34% -$121K 0.09% 191
2014
Q2
$376K Hold
3,732
0.14% 151
2014
Q1
$366K Hold
3,732
0.14% 145
2013
Q4
$362K Sell
3,732
-100
-3% -$9.7K 0.17% 128
2013
Q3
$369K Buy
3,832
+140
+4% +$13.5K 0.16% 135
2013
Q2
$366K Buy
+3,692
New +$366K 0.17% 135