Greenleaf 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 | $7.49M | Sell |
25,635
-8,840
| -26% | -$2.58M | 0.07% | 75 |
|
|
2025
Q1 | $10.8M | Buy |
34,475
+1,612
| +5% | +$504K | 0.1% | 67 |
|
|
2024
Q4 | $9.53M | Sell |
32,863
-724
| -2% | -$210K | 0.09% | 69 |
|
|
2024
Q3 | $10.2M | Sell |
33,587
-503
| -1% | -$153K | 0.09% | 67 |
|
|
2024
Q2 | $8.69M | Sell |
34,090
-758
| -2% | -$193K | 0.08% | 71 |
|
|
2024
Q1 | $9.83M | Sell |
34,848
-640
| -2% | -$180K | 0.09% | 66 |
|
|
2023
Q4 | $10.5M | Sell |
35,488
-2,562
| -7% | -$760K | 0.11% | 63 |
|
|
2023
Q3 | $10M | Buy |
38,050
+535
| +1% | +$141K | 0.12% | 54 |
|
|
2023
Q2 | $11.2M | Buy |
37,515
+1,678
| +5% | +$501K | 0.12% | 53 |
|
|
2023
Q1 | $10M | Buy |
35,837
+4,276
| +14% | +$1.2M | 0.11% | 55 |
|
|
2022
Q4 | $8.32M | Buy |
31,561
+158
| +0.5% | +$41.6K | 0.11% | 64 |
|
|
2022
Q3 | $7.25M | Buy |
31,403
+6,272
| +25% | +$1.45M | 0.11% | 63 |
|
|
2022
Q2 | $6.2M | Buy |
25,131
+10,356
| +70% | +$2.56M | 0.09% | 61 |
|
|
2022
Q1 | $3.65M | Sell |
14,775
-413
| -3% | -$102K | 0.04% | 86 |
|
|
2021
Q4 | $4.07M | Buy |
15,188
+618
| +4% | +$166K | 0.05% | 80 |
|
|
2021
Q3 | $3.51M | Buy |
14,570
+662
| +5% | +$160K | 0.04% | 83 |
|
|
2021
Q2 | $3.21M | Buy |
13,908
+423
| +3% | +$97.7K | 0.04% | 90 |
|
|
2021
Q1 | $3.02M | Buy |
13,485
+1,366
| +11% | +$306K | 0.04% | 90 |
|
|
2020
Q4 | $2.6M | Buy |
12,119
+439
| +4% | +$94.2K | 0.03% | 94 |
|
|
2020
Q3 | $2.56M | Buy |
11,680
+1,552
| +15% | +$341K | 0.04% | 88 |
|
|
2020
Q2 | $1.87M | Buy |
10,128
+239
| +2% | +$44.1K | 0.03% | 101 |
|
|
2020
Q1 | $1.64M | Sell |
9,889
-874
| -8% | -$145K | 0.03% | 95 |
|
|
2019
Q4 | $2.13M | Buy |
10,763
+78
| +0.7% | +$15.4K | 0.03% | 98 |
|
|
2019
Q3 | $2.29M | Buy |
10,685
+476
| +5% | +$102K | 0.04% | 93 |
|
|
2019
Q2 | $2.12M | Sell |
10,209
-82
| -0.8% | -$17K | 0.03% | 95 |
|
|
2019
Q1 | $1.95M | Buy |
10,291
+121
| +1% | +$23K | 0.03% | 97 |
|
|
2018
Q4 | $1.81M | Buy |
10,170
+846
| +9% | +$150K | 0.04% | 97 |
|
|
2018
Q3 | $1.56M | Sell |
9,324
-538
| -5% | -$90K | 0.03% | 116 |
|
|
2018
Q2 | $1.55M | Buy |
9,862
+4,386
| +80% | +$687K | 0.03% | 114 |
|
|
2018
Q1 | $856K | Buy |
5,476
+118
| +2% | +$18.4K | 0.02% | 165 |
|
|
2017
Q4 | $922K | Buy |
5,358
+195
| +4% | +$33.6K | 0.02% | 160 |
|
|
2017
Q3 | $809K | Buy |
5,163
+1,243
| +32% | +$195K | 0.02% | 166 |
|
|
2017
Q2 | $600K | Buy |
3,920
+1,447
| +59% | +$221K | 0.01% | 174 |
|
|
2017
Q1 | $321K | Buy |
2,473
+433
| +21% | +$56.2K | 0.01% | 214 |
|
|
2016
Q4 | $248K | Sell |
2,040
-985
| -33% | -$120K | 0.01% | 202 |
|
|
2016
Q3 | $349K | Buy |
3,025
+606
| +25% | +$69.9K | 0.01% | 145 |
|
|
2016
Q2 | $291K | Buy |
+2,419
| New | +$291K | 0.01% | 140 |
|
|
2015
Q1 | – | Sell |
-50
| Closed | -$5K | – | 165 |
|
|
2014
Q4 | $5K | Hold |
50
| – | – | ﹤0.01% | 163 |
|
|
2014
Q3 | $5K | Hold |
50
| – | – | ﹤0.01% | 159 |
|
|
2014
Q2 | $0 | Hold |
50
| – | – | ﹤0.01% | 163 |
|
|
2014
Q1 | $5K | Hold |
50
| – | – | ﹤0.01% | 157 |
|
|
2013
Q4 | $5K | Hold |
50
| – | – | ﹤0.01% | 160 |
|
|
2013
Q3 | $5K | Hold |
50
| – | – | ﹤0.01% | 158 |
|
|
2013
Q2 | $5K | Buy |
+50
| New | +$5K | ﹤0.01% | 162 |
|