Hartford Financial 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 | $579K | Sell |
1,981
-2,400
| -55% | -$701K | 0.16% | 99 |
|
|
2025
Q1 | $1.37M | Hold |
4,381
| – | – | 0.28% | 95 |
|
|
2024
Q4 | $1.27M | Hold |
4,381
| – | – | 0.26% | 102 |
|
|
2024
Q3 | $1.33M | Hold |
4,381
| – | – | 0.27% | 100 |
|
|
2024
Q2 | $1.12M | Hold |
4,381
| – | – | 0.24% | 104 |
|
|
2024
Q1 | $1.24M | Hold |
4,381
| – | – | 0.26% | 105 |
|
|
2023
Q4 | $1.3M | Hold |
4,381
| – | – | 0.29% | 99 |
|
|
2023
Q3 | $1.15M | Sell |
4,381
-12
| -0.3% | -$3.16K | 0.29% | 100 |
|
|
2023
Q2 | $1.31M | Sell |
4,393
-114
| -3% | -$34K | 0.32% | 93 |
|
|
2023
Q1 | $1.26M | Sell |
4,507
-5
| -0.1% | -$1.4K | 0.33% | 97 |
|
|
2022
Q4 | $1.19M | Sell |
4,512
-2
| -0% | -$527 | 0.31% | 100 |
|
|
2022
Q3 | $1.04M | Sell |
4,514
-39
| -0.9% | -$9K | 0.31% | 98 |
|
|
2022
Q2 | $1.12M | Hold |
4,553
| – | – | 0.31% | 97 |
|
|
2022
Q1 | $1.13M | Hold |
4,553
| – | – | 0.27% | 104 |
|
|
2021
Q4 | $1.22M | Hold |
4,553
| – | – | 0.28% | 105 |
|
|
2021
Q3 | $1.1M | Hold |
4,553
| – | – | 0.28% | 103 |
|
|
2021
Q2 | $1.05M | Sell |
4,553
-200
| -4% | -$46.2K | 0.26% | 106 |
|
|
2021
Q1 | $1.07M | Hold |
4,753
| – | – | 0.26% | 106 |
|
|
2020
Q4 | $1.02M | Sell |
4,753
-6
| -0.1% | -$1.29K | 0.27% | 99 |
|
|
2020
Q3 | $1.05M | Sell |
4,759
-50
| -1% | -$11K | 0.31% | 96 |
|
|
2020
Q2 | $887K | Sell |
4,809
-200
| -4% | -$36.9K | 0.28% | 101 |
|
|
2020
Q1 | $828K | Buy |
5,009
+2,414
| +93% | +$399K | 0.33% | 92 |
|
|
2019
Q4 | $513K | Hold |
2,595
| – | – | 0.16% | 116 |
|
|
2019
Q3 | $557K | Sell |
2,595
-5
| -0.2% | -$1.07K | 0.19% | 113 |
|
|
2019
Q2 | $540K | Sell |
2,600
-6
| -0.2% | -$1.25K | 0.18% | 116 |
|
|
2019
Q1 | $495K | Sell |
2,606
-805
| -24% | -$153K | 0.17% | 116 |
|
|
2018
Q4 | $606K | Sell |
3,411
-514
| -13% | -$91.3K | 0.23% | 103 |
|
|
2018
Q3 | $657K | Sell |
3,925
-51
| -1% | -$8.54K | 0.22% | 104 |
|
|
2018
Q2 | $623K | Sell |
3,976
-217
| -5% | -$34K | 0.22% | 106 |
|
|
2018
Q1 | $655K | Sell |
4,193
-32
| -0.8% | -$5K | 0.33% | 72 |
|
|
2017
Q4 | $727K | Buy |
4,225
+1
| +0% | +$172 | 0.36% | 74 |
|
|
2017
Q3 | $661K | Buy |
4,224
+1
| +0% | +$156 | 0.34% | 77 |
|
|
2017
Q2 | $646K | Buy |
4,223
+1
| +0% | +$153 | 0.29% | 80 |
|
|
2017
Q1 | $547K | Buy |
4,222
+2
| +0% | +$259 | 0.33% | 76 |
|
|
2016
Q4 | $514K | Sell |
4,220
-99
| -2% | -$12.1K | 0.3% | 77 |
|
|
2016
Q3 | $498K | Buy |
4,319
+60
| +1% | +$6.92K | 0.3% | 78 |
|
|
2016
Q2 | $512K | Buy |
4,259
+2
| +0% | +$240 | 0.31% | 75 |
|
|
2016
Q1 | $535K | Buy |
4,257
+59
| +1% | +$7.42K | 0.33% | 75 |
|
|
2015
Q4 | $495K | Sell |
4,198
-99
| -2% | -$11.7K | 0.31% | 76 |
|
|
2015
Q3 | $423K | Sell |
4,297
-1,798
| -29% | -$177K | 0.28% | 80 |
|
|
2015
Q2 | $579K | Sell |
6,095
-2,049
| -25% | -$195K | 0.34% | 73 |
|
|
2015
Q1 | $793K | Sell |
8,144
-1,032
| -11% | -$100K | 0.49% | 68 |
|
|
2014
Q4 | $859K | Sell |
9,176
-1,049
| -10% | -$98.2K | 0.53% | 63 |
|
|
2014
Q3 | $969K | Sell |
10,225
-598
| -6% | -$56.7K | 0.58% | 65 |
|
|
2014
Q2 | $1.09M | Buy |
10,823
+1
| +0% | +$101 | 0.66% | 57 |
|
|
2014
Q1 | $1.06M | Sell |
10,822
-3,149
| -23% | -$308K | 0.69% | 54 |
|
|
2013
Q4 | $1.36M | Buy |
13,971
+452
| +3% | +$43.8K | 0.88% | 44 |
|
|
2013
Q3 | $1.3M | Buy |
13,519
+801
| +6% | +$77K | 0.9% | 43 |
|
|
2013
Q2 | $1.26M | Buy |
+12,718
| New | +$1.26M | 0.87% | 46 |
|