Equitable Trust’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 | $5.07M | Sell |
17,363
-3,009
| -15% | -$879K | 0.25% | 76 |
|
|
2025
Q1 | $6.36M | Buy |
20,372
+468
| +2% | +$146K | 0.35% | 58 |
|
|
2024
Q4 | $5.77M | Buy |
19,904
+1,897
| +11% | +$550K | 0.32% | 61 |
|
|
2024
Q3 | $5.48M | Sell |
18,007
-10
| -0.1% | -$3.05K | 0.35% | 64 |
|
|
2024
Q2 | $4.59M | Sell |
18,017
-283
| -2% | -$72.1K | 0.32% | 71 |
|
|
2024
Q1 | $5.16M | Buy |
18,300
+897
| +5% | +$253K | 0.36% | 61 |
|
|
2023
Q4 | $5.16M | Hold |
17,403
| – | – | 0.39% | 50 |
|
|
2023
Q3 | $4.58M | Sell |
17,403
-142
| -0.8% | -$37.4K | 0.38% | 53 |
|
|
2023
Q2 | $5.24M | Sell |
17,545
-210
| -1% | -$62.7K | 0.4% | 47 |
|
|
2023
Q1 | $4.96M | Buy |
17,755
+3,639
| +26% | +$1.02M | 0.39% | 48 |
|
|
2022
Q4 | $3.72M | Sell |
14,116
-165
| -1% | -$43.5K | 0.29% | 71 |
|
|
2022
Q3 | $3.3M | Sell |
14,281
-468
| -3% | -$108K | 0.27% | 82 |
|
|
2022
Q2 | $3.64M | Sell |
14,749
-162
| -1% | -$40K | 0.27% | 79 |
|
|
2022
Q1 | $3.69M | Sell |
14,911
-35
| -0.2% | -$8.66K | 0.24% | 95 |
|
|
2021
Q4 | $4.01M | Buy |
14,946
+1,196
| +9% | +$321K | 0.25% | 96 |
|
|
2021
Q3 | $3.32M | Buy |
13,750
+125
| +0.9% | +$30.1K | 0.21% | 107 |
|
|
2021
Q2 | $3.15M | Sell |
13,625
-239
| -2% | -$55.2K | 0.2% | 108 |
|
|
2021
Q1 | $3.11M | Sell |
13,864
-1,084
| -7% | -$243K | 0.23% | 102 |
|
|
2020
Q4 | $3.21M | Hold |
14,948
| – | – | 0.24% | 106 |
|
|
2020
Q3 | $3.28M | Sell |
14,948
-21
| -0.1% | -$4.61K | 0.28% | 94 |
|
|
2020
Q2 | $2.76M | Sell |
14,969
-1
| -0% | -$184 | 0.25% | 101 |
|
|
2020
Q1 | $2.48M | Buy |
14,970
+2,107
| +16% | +$348K | 0.27% | 96 |
|
|
2019
Q4 | $2.54M | Sell |
12,863
-325
| -2% | -$64.2K | 0.25% | 98 |
|
|
2019
Q3 | $2.83M | Buy |
13,188
+500
| +4% | +$107K | 0.3% | 82 |
|
|
2019
Q2 | $2.63M | Sell |
12,688
-292
| -2% | -$60.6K | 0.28% | 93 |
|
|
2019
Q1 | $2.47M | Buy |
12,980
+17
| +0.1% | +$3.23K | 0.28% | 90 |
|
|
2018
Q4 | $2.3M | Sell |
12,963
-100
| -0.8% | -$17.8K | 0.3% | 84 |
|
|
2018
Q3 | $2.19M | Buy |
13,063
+625
| +5% | +$105K | 0.25% | 103 |
|
|
2018
Q2 | $1.95M | Buy |
+12,438
| New | +$1.95M | 0.25% | 107 |
|