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 |
|