Foster Dykema Cabot & Co’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $894K | Hold |
3,392
| – | – | 0.11% | 41 |
|
|
2023
Q2 | $1.01M | Buy |
3,392
+188
| +6% | +$56.1K | 0.12% | 38 |
|
|
2023
Q1 | $896K | Hold |
3,204
| – | – | 0.12% | 42 |
|
|
2022
Q4 | $844K | Sell |
3,204
-583
| -15% | -$154K | 0.12% | 42 |
|
|
2022
Q3 | $874K | Hold |
3,787
| – | – | 0.11% | 44 |
|
|
2022
Q2 | $935K | Sell |
3,787
-26
| -0.7% | -$6.42K | 0.12% | 42 |
|
|
2022
Q1 | $943K | Hold |
3,813
| – | – | 0.11% | 46 |
|
|
2021
Q4 | $1.02M | Hold |
3,813
| – | – | 0.12% | 44 |
|
|
2021
Q3 | $919K | Buy |
3,813
+452
| +13% | +$109K | 0.11% | 50 |
|
|
2021
Q2 | $776K | Sell |
3,361
-99
| -3% | -$22.9K | 0.1% | 49 |
|
|
2021
Q1 | $776K | Sell |
3,460
-155
| -4% | -$34.8K | 0.1% | 47 |
|
|
2020
Q4 | $776K | Sell |
3,615
-92
| -2% | -$19.7K | 0.11% | 54 |
|
|
2020
Q3 | $814K | Sell |
3,707
-127
| -3% | -$27.9K | 0.13% | 48 |
|
|
2020
Q2 | $707K | Buy |
3,834
+38
| +1% | +$7.01K | 0.13% | 48 |
|
|
2020
Q1 | $628K | Sell |
3,796
-595
| -14% | -$98.4K | 0.12% | 47 |
|
|
2019
Q4 | $868K | Sell |
4,391
-178
| -4% | -$35.2K | 0.12% | 45 |
|
|
2019
Q3 | $981K | Hold |
4,569
| – | – | 0.14% | 43 |
|
|
2019
Q2 | $949K | Sell |
4,569
-8
| -0.2% | -$1.66K | 0.14% | 46 |
|
|
2019
Q1 | $869K | Buy |
4,577
+8
| +0.2% | +$1.52K | 0.14% | 43 |
|
|
2018
Q4 | $811K | Sell |
4,569
-543
| -11% | -$96.4K | 0.15% | 44 |
|
|
2018
Q3 | $855K | Sell |
5,112
-771
| -13% | -$129K | 0.14% | 46 |
|
|
2018
Q2 | $933K | Sell |
5,883
-245
| -4% | -$38.9K | 0.16% | 42 |
|
|
2018
Q1 | $958K | Hold |
6,128
| – | – | 0.16% | 42 |
|
|
2017
Q4 | $1.06M | Sell |
6,128
-701
| -10% | -$121K | 0.18% | 44 |
|
|
2017
Q3 | $1.07M | Sell |
6,829
-18
| -0.3% | -$2.82K | 0.19% | 42 |
|
|
2017
Q2 | $1.05M | Sell |
6,847
-480
| -7% | -$73.5K | 0.19% | 45 |
|
|
2017
Q1 | $950K | Hold |
7,327
| – | – | 0.17% | 45 |
|
|
2016
Q4 | $892K | Sell |
7,327
-220
| -3% | -$26.8K | 0.17% | 49 |
|
|
2016
Q3 | $871K | Hold |
7,547
| – | – | 0.19% | 54 |
|
|
2016
Q2 | $908K | Sell |
7,547
-370
| -5% | -$44.5K | 0.21% | 45 |
|
|
2016
Q1 | $995K | Hold |
7,917
| – | – | 0.24% | 40 |
|
|
2015
Q4 | $935K | Sell |
7,917
-695
| -8% | -$82.1K | 0.23% | 40 |
|
|
2015
Q3 | $849K | Hold |
8,612
| – | – | 0.22% | 41 |
|
|
2015
Q2 | $819K | Sell |
8,612
-350
| -4% | -$33.3K | 0.21% | 42 |
|
|
2015
Q1 | $873K | Sell |
8,962
-250
| -3% | -$24.4K | 0.21% | 45 |
|
|
2014
Q4 | $863K | Sell |
9,212
-210
| -2% | -$19.7K | 0.2% | 44 |
|
|
2014
Q3 | $893K | Hold |
9,422
| – | – | 0.22% | 42 |
|
|
2014
Q2 | $949K | Buy |
9,422
+43
| +0.5% | +$4.33K | 0.23% | 41 |
|
|
2014
Q1 | $919K | Sell |
9,379
-60
| -0.6% | -$5.88K | 0.23% | 40 |
|
|
2013
Q4 | $916K | Sell |
9,439
-500
| -5% | -$48.5K | 0.24% | 40 |
|
|
2013
Q3 | $956K | Sell |
9,939
-40
| -0.4% | -$3.85K | 0.28% | 41 |
|
|
2013
Q2 | $988K | Buy |
+9,979
| New | +$988K | 0.29% | 38 |
|