Franklin, Parlapiano, Turner & Welch’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 | $243K | Hold |
832
| – | – | 0.06% | 49 |
|
|
2025
Q1 | $260K | Hold |
832
| – | – | 0.07% | 47 |
|
|
2024
Q4 | $241K | Hold |
832
| – | – | 0.07% | 46 |
|
|
2024
Q3 | $253K | Hold |
832
| – | – | 0.07% | 48 |
|
|
2024
Q2 | $212K | Hold |
832
| – | – | 0.06% | 49 |
|
|
2024
Q1 | $235K | Hold |
832
| – | – | 0.06% | 49 |
|
|
2023
Q4 | $247K | Hold |
832
| – | – | 0.07% | 47 |
|
|
2023
Q3 | $219K | Hold |
832
| – | – | 0.07% | 48 |
|
|
2023
Q2 | $248K | Buy |
+832
| New | +$248K | 0.07% | 47 |
|
|
2017
Q2 | – | Sell |
-550
| Closed | -$71K | – | 87 |
|
|
2017
Q1 | $71K | Hold |
550
| – | – | 0.03% | 69 |
|
|
2016
Q4 | $67K | Hold |
550
| – | – | 0.03% | 69 |
|
|
2016
Q3 | $63K | Sell |
550
-236
| -30% | -$27K | 0.03% | 68 |
|
|
2016
Q2 | $95K | Sell |
786
-29,181
| -97% | -$3.53M | 0.05% | 55 |
|
|
2016
Q1 | $3.77M | Buy |
29,967
+1,082
| +4% | +$136K | 2.07% | 15 |
|
|
2015
Q4 | $3.41M | Buy |
28,885
+1,247
| +5% | +$147K | 2.02% | 15 |
|
|
2015
Q3 | $2.72M | Buy |
27,638
+47
| +0.2% | +$4.63K | 1.79% | 22 |
|
|
2015
Q2 | $2.62M | Buy |
27,591
+769
| +3% | +$73.1K | 1.74% | 25 |
|
|
2015
Q1 | $2.61M | Buy |
26,822
+817
| +3% | +$79.6K | 1.75% | 26 |
|
|
2014
Q4 | $2.44M | Buy |
26,005
+1,592
| +7% | +$149K | 1.63% | 26 |
|
|
2014
Q3 | $2.32M | Buy |
24,413
+1,350
| +6% | +$128K | 1.66% | 27 |
|
|
2014
Q2 | $2.32M | Buy |
23,063
+842
| +4% | +$84.8K | 1.66% | 26 |
|
|
2014
Q1 | $2.18M | Buy |
22,221
+150
| +0.7% | +$14.7K | 1.58% | 26 |
|
|
2013
Q4 | $2.14M | Buy |
22,071
+953
| +5% | +$92.5K | 1.48% | 27 |
|
|
2013
Q3 | $2.03M | Buy |
21,118
+3,007
| +17% | +$289K | 1.49% | 24 |
|
|
2013
Q2 | $1.79M | Buy |
+18,111
| New | +$1.79M | 1.53% | 23 |
|