Harbour Trust & Investment Management’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
$15.8M Sell
54,135
-1,000
-2% -$292K 1.75% 14
2025
Q1
$17.2M Sell
55,135
-2,593
-4% -$810K 2.09% 12
2024
Q4
$16.7M Sell
57,728
-30
-0.1% -$8.7K 1.9% 12
2024
Q3
$17.6M Sell
57,758
-826
-1% -$252K 2% 11
2024
Q2
$14.9M Sell
58,584
-146
-0.2% -$37.2K 1.78% 13
2024
Q1
$16.6M Sell
58,730
-285
-0.5% -$80.4K 2.08% 11
2023
Q4
$17.5M Buy
+59,015
New +$17.5M 2.47% 9