Exeter Financial’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 | $5.12M | Sell |
17,508
-461
| -3% | -$135K | 2.28% | 11 |
|
|
2025
Q1 | $5.61M | Buy |
17,969
+98
| +0.5% | +$30.6K | 2.52% | 8 |
|
|
2024
Q4 | $5.18M | Buy |
17,871
+215
| +1% | +$62.3K | 2.37% | 10 |
|
|
2024
Q3 | $5.38M | Sell |
17,656
-268
| -1% | -$81.6K | 2.38% | 9 |
|
|
2024
Q2 | $4.57M | Sell |
17,924
-853
| -5% | -$217K | 2.18% | 12 |
|
|
2024
Q1 | $5.07M | Sell |
18,777
-548
| -3% | -$148K | 2.34% | 10 |
|
|
2023
Q4 | $5.62M | Sell |
19,325
-545
| -3% | -$159K | 2.73% | 6 |
|
|
2023
Q3 | $5.23M | Buy |
19,870
+118
| +0.6% | +$31.1K | 2.77% | 7 |
|
|
2023
Q2 | $5.82M | Sell |
19,752
-674
| -3% | -$199K | 3% | 6 |
|
|
2023
Q1 | $5.8M | Sell |
20,426
-23
| -0.1% | -$6.53K | 2.9% | 6 |
|
|
2022
Q4 | $5.39M | Sell |
20,449
-660
| -3% | -$174K | 2.81% | 7 |
|
|
2022
Q3 | $4.87M | Sell |
21,109
-189
| -0.9% | -$43.6K | 2.83% | 6 |
|
|
2022
Q2 | $5.26M | Buy |
21,298
+4
| +0% | +$988 | 2.93% | 6 |
|
|
2022
Q1 | $5.27M | Buy |
21,294
+169
| +0.8% | +$41.8K | 2.85% | 5 |
|
|
2021
Q4 | $5.59M | Sell |
21,125
-145
| -0.7% | -$38.3K | 3.06% | 5 |
|
|
2021
Q3 | $5.13M | Sell |
21,270
-16
| -0.1% | -$3.86K | 3.06% | 5 |
|
|
2021
Q2 | $4.97M | Buy |
21,286
+409
| +2% | +$95.6K | 2.88% | 6 |
|
|
2021
Q1 | $4.68M | Buy |
20,877
+445
| +2% | +$99.7K | 2.95% | 6 |
|
|
2020
Q4 | $4.38M | Buy |
20,432
+155
| +0.8% | +$33.3K | 3.04% | 6 |
|
|
2020
Q3 | $4.45M | Sell |
20,277
-20
| -0.1% | -$4.39K | 3.48% | 6 |
|
|
2020
Q2 | $3.74M | Sell |
20,297
-259
| -1% | -$47.8K | 3.11% | 5 |
|
|
2020
Q1 | $3.4M | Buy |
20,556
+10
| +0% | +$1.65K | 3.19% | 5 |
|
|
2019
Q4 | $4.06M | Sell |
20,546
-556
| -3% | -$110K | 3.15% | 5 |
|
|
2019
Q3 | $4.53M | Buy |
21,102
+3
| +0% | +$644 | 3.6% | 5 |
|
|
2019
Q2 | $4.38M | Sell |
21,099
-117
| -0.6% | -$24.3K | 3.66% | 3 |
|
|
2019
Q1 | $4.03M | Sell |
21,216
-257
| -1% | -$48.8K | 3.49% | 3 |
|
|
2018
Q4 | $3.81M | Sell |
21,473
-71
| -0.3% | -$12.6K | 3.6% | 4 |
|
|
2018
Q3 | $3.6M | Buy |
21,544
+191
| +0.9% | +$32K | 2.96% | 5 |
|
|
2018
Q2 | $3.35M | Sell |
21,353
-263
| -1% | -$41.2K | 2.95% | 5 |
|
|
2018
Q1 | $3.38M | Sell |
21,616
-1,502
| -6% | -$235K | 2.9% | 6 |
|
|
2017
Q4 | $3.98M | Buy |
+23,118
| New | +$3.98M | 3.47% | 5 |
|