Haverford Trust Company’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $78.1M | Sell |
251,337
-2,382
| -0.9% | -$759K | 0.72% | 43 |
|
|
2025
Q4 | $77.5M | Sell |
253,719
-1,667
| -0.7% | -$511K | 0.69% | 43 |
|
|
2025
Q3 | $77.6M | Buy |
255,386
+12,712
| +5% | +$3.87M | 0.7% | 42 |
|
|
2025
Q2 | $70.9M | Sell |
242,674
-1,065
| -0.4% | -$328K | 0.67% | 47 |
|
|
2025
Q1 | $76.1M | Sell |
243,739
-2,634
| -1% | -$788K | 0.77% | 42 |
|
|
2024
Q4 | $71.4M | Sell |
246,373
-2,530
| -1% | -$754K | 0.71% | 42 |
|
|
2024
Q3 | $75.8M | Sell |
248,903
-207
| -0.1% | -$57.1K | 0.74% | 41 |
|
|
2024
Q2 | $63.5M | Sell |
249,110
-7,418
| -3% | -$1.97M | 0.67% | 42 |
|
|
2024
Q1 | $72.3M | Sell |
256,528
-27,599
| -10% | -$8.03M | 0.76% | 41 |
|
|
2023
Q4 | $84.2M | Buy |
284,127
+645
| +0.2% | +$176K | 0.93% | 36 |
|
|
2023
Q3 | $74.7M | Sell |
283,482
-10,105
| -3% | -$2.88M | 0.91% | 38 |
|
|
2023
Q2 | $87.6M | Buy |
293,587
+2,243
| +0.8% | +$652K | 0.99% | 35 |
|
|
2023
Q1 | $81.5M | Buy |
291,344
+1,113
| +0.4% | +$298K | 0.97% | 37 |
|
|
2022
Q4 | $76.5M | Buy |
290,231
+5,607
| +2% | +$1.48M | 0.94% | 38 |
|
|
2022
Q3 | $65.7M | Buy |
284,624
+10,187
| +4% | +$2.6M | 0.9% | 37 |
|
|
2022
Q2 | $67.8M | Buy |
274,437
+4,020
| +1% | +$990K | 0.88% | 37 |
|
|
2022
Q1 | $66.9M | Buy |
270,417
+1,926
| +0.7% | +$480K | 0.77% | 45 |
|
|
2021
Q4 | $72M | Buy |
268,491
+58
| +0% | +$14.6K | 0.78% | 43 |
|
|
2021
Q3 | $64.7M | Buy |
268,433
+1,471
| +0.6% | +$351K | 0.77% | 42 |
|
|
2021
Q2 | $61.7M | Buy |
266,962
+9,192
| +4% | +$2.14M | 0.73% | 43 |
|
|
2021
Q1 | $57.8M | Sell |
257,770
-4,837
| -2% | -$1.03M | 0.74% | 43 |
|
|
2020
Q4 | $56.4M | Sell |
262,607
-450
| -0.2% | -$97.9K | 0.8% | 39 |
|
|
2020
Q3 | $57.7M | Sell |
263,057
-1,890
| -0.7% | -$388K | 0.92% | 38 |
|
|
2020
Q2 | $48.9M | Buy |
264,947
+3,539
| +1% | +$649K | 0.84% | 38 |
|
|
2020
Q1 | $43.2M | Buy |
261,408
+4,258
| +2% | +$839K | 0.88% | 38 |
|
|
2019
Q4 | $50.8M | Buy |
257,150
+97,651
| +61% | +$19.4M | 0.82% | 37 |
|
|
2019
Q3 | $34.2M | Sell |
159,499
-369
| -0.2% | -$79.1K | 0.6% | 54 |
|
|
2019
Q2 | $33.2M | Sell |
159,868
-19,508
| -11% | -$3.86M | 0.6% | 53 |
|
|
2019
Q1 | $34.1M | Sell |
179,376
-23
| -0% | -$4.17K | 0.63% | 51 |
|
|
2018
Q4 | $31.9M | Buy |
179,399
+754
| +0.4% | +$134K | 0.68% | 49 |
|
|
2018
Q3 | $29.9M | Buy |
178,645
+5,267
| +3% | +$844K | 0.55% | 51 |
|
|
2018
Q2 | $27.2M | Buy |
173,378
+198
| +0.1% | +$32.1K | 0.54% | 53 |
|
|
2018
Q1 | $27.1M | Sell |
173,180
-4,439
| -2% | -$730K | 0.54% | 52 |
|
|
2017
Q4 | $30.6M | Sell |
177,619
-8,734
| -5% | -$1.47M | 0.6% | 56 |
|
|
2017
Q3 | $29.2M | Sell |
186,353
-1,765
| -0.9% | -$277K | 0.61% | 54 |
|
|
2017
Q2 | $28.8M | Sell |
188,118
-3,376
| -2% | -$488K | 0.63% | 54 |
|
|
2017
Q1 | $24.8M | Buy |
191,494
+771
| +0.4% | +$96.7K | 0.57% | 58 |
|
|
2016
Q4 | $23.2M | Buy |
190,723
+777
| +0.4% | +$91.1K | 0.56% | 59 |
|
|
2016
Q3 | $21.9M | Sell |
189,946
-2,845
| -1% | -$337K | 0.55% | 59 |
|
|
2016
Q2 | $23.2M | Sell |
192,791
-6,140
| -3% | -$769K | 0.58% | 59 |
|
|
2016
Q1 | $25M | Buy |
198,931
+1,037
| +0.5% | +$124K | 0.65% | 55 |
|
|
2015
Q4 | $23.4M | Buy |
197,894
+898
| +0.5% | +$100K | 0.63% | 54 |
|
|
2015
Q3 | $19.4M | Buy |
196,996
+3,175
| +2% | +$309K | 0.56% | 54 |
|
|
2015
Q2 | $18.4M | Buy |
193,821
+1,210
| +0.6% | +$117K | 0.51% | 58 |
|
|
2015
Q1 | $18.8M | Sell |
192,611
-8,487
| -4% | -$805K | 0.52% | 59 |
|
|
2014
Q4 | $18.8M | Sell |
201,098
-579,099
| -74% | -$54.2M | 0.53% | 56 |
|
|
2014
Q3 | $74M | Sell |
780,197
-417
| -0.1% | -$39.8K | 2.21% | 16 |
|
|
2014
Q2 | $78.6M | Sell |
780,614
-179,755
| -19% | -$18.1M | 2.31% | 15 |
|
|
2014
Q1 | $94.1M | Sell |
960,369
-63,728
| -6% | -$6.09M | 2.91% | 3 |
|
|
2013
Q4 | $99.4M | Sell |
1,024,097
-260
| -0% | -$25K | 2.79% | 4 |
|
|
2013
Q3 | $98.6M | Buy |
1,024,357
+66,029
| +7% | +$6.45M | 3.59% | 4 |
|
|
2013
Q2 | $94.9M | Buy |
+958,328
| New | +$96M | 3.12% | 3 |
|
Other funds holding MCD
VCM
VPM
DAM