Ipswich 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 | $1.9M | Hold |
6,505
| – | – | 0.46% | 50 |
|
|
2025
Q1 | $2.03M | Sell |
6,505
-215
| -3% | -$67.2K | 0.5% | 50 |
|
|
2024
Q4 | $1.95M | Sell |
6,720
-30
| -0.4% | -$8.7K | 0.47% | 52 |
|
|
2024
Q3 | $2.06M | Sell |
6,750
-1
| -0% | -$305 | 0.48% | 53 |
|
|
2024
Q2 | $1.72M | Sell |
6,751
-1,349
| -17% | -$344K | 0.4% | 58 |
|
|
2024
Q1 | $2.28M | Hold |
8,100
| – | – | 0.53% | 50 |
|
|
2023
Q4 | $2.4M | Sell |
8,100
-60
| -0.7% | -$17.8K | 0.61% | 49 |
|
|
2023
Q3 | $2.15M | Hold |
8,160
| – | – | 0.59% | 50 |
|
|
2023
Q2 | $2.44M | Hold |
8,160
| – | – | 0.64% | 45 |
|
|
2023
Q1 | $2.28M | Sell |
8,160
-26
| -0.3% | -$7.27K | 0.62% | 49 |
|
|
2022
Q4 | $2.16M | Sell |
8,186
-10
| -0.1% | -$2.64K | 0.62% | 48 |
|
|
2022
Q3 | $1.89M | Hold |
8,196
| – | – | 0.6% | 51 |
|
|
2022
Q2 | $2.02M | Sell |
8,196
-100
| -1% | -$24.7K | 0.58% | 55 |
|
|
2022
Q1 | $2.05M | Sell |
8,296
-887
| -10% | -$219K | 0.51% | 58 |
|
|
2021
Q4 | $2.46M | Hold |
9,183
| – | – | 0.57% | 54 |
|
|
2021
Q3 | $2.21M | Hold |
9,183
| – | – | 0.57% | 56 |
|
|
2021
Q2 | $2.12M | Buy |
9,183
+243
| +3% | +$56.1K | 0.54% | 57 |
|
|
2021
Q1 | $2M | Buy |
8,940
+167
| +2% | +$37.4K | 0.56% | 57 |
|
|
2020
Q4 | $1.88M | Sell |
8,773
-1,098
| -11% | -$236K | 0.56% | 57 |
|
|
2020
Q3 | $2.17M | Sell |
9,871
-150
| -1% | -$32.9K | 0.69% | 49 |
|
|
2020
Q2 | $1.85M | Sell |
10,021
-1,717
| -15% | -$317K | 0.64% | 49 |
|
|
2020
Q1 | $1.94M | Sell |
11,738
-191
| -2% | -$31.6K | 0.76% | 44 |
|
|
2019
Q4 | $2.36M | Buy |
11,929
+36
| +0.3% | +$7.11K | 0.69% | 50 |
|
|
2019
Q3 | $2.55M | Hold |
11,893
| – | – | 0.81% | 43 |
|
|
2019
Q2 | $2.47M | Hold |
11,893
| – | – | 0.79% | 42 |
|
|
2019
Q1 | $2.26M | Buy |
11,893
+70
| +0.6% | +$13.3K | 0.74% | 43 |
|
|
2018
Q4 | $2.1M | Buy |
11,823
+56
| +0.5% | +$9.94K | 0.77% | 40 |
|
|
2018
Q3 | $1.97M | Buy |
11,767
+715
| +6% | +$120K | 0.67% | 52 |
|
|
2018
Q2 | $1.73M | Buy |
11,052
+1,070
| +11% | +$168K | 0.8% | 48 |
|
|
2018
Q1 | $1.56M | Sell |
9,982
-1,451
| -13% | -$227K | 0.66% | 49 |
|
|
2017
Q4 | $1.97M | Sell |
11,433
-32
| -0.3% | -$5.51K | 0.83% | 38 |
|
|
2017
Q3 | $1.8M | Sell |
11,465
-110
| -1% | -$17.2K | 0.81% | 41 |
|
|
2017
Q2 | $1.77M | Buy |
11,575
+1,092
| +10% | +$167K | 0.83% | 41 |
|
|
2017
Q1 | $1.36M | Sell |
10,483
-50
| -0.5% | -$6.48K | 0.59% | 52 |
|
|
2016
Q4 | $1.28M | Buy |
10,533
+50
| +0.5% | +$6.09K | 0.58% | 54 |
|
|
2016
Q3 | $1.21M | Hold |
10,483
| – | – | 0.59% | 53 |
|
|
2016
Q2 | $1.26M | Sell |
10,483
-240
| -2% | -$28.9K | 0.62% | 51 |
|
|
2016
Q1 | $1.4M | Hold |
10,723
| – | – | 0.67% | 50 |
|
|
2015
Q4 | $1.27M | Sell |
10,723
-550
| -5% | -$65K | 0.57% | 53 |
|
|
2015
Q3 | $1.11M | Sell |
11,273
-40
| -0.4% | -$3.94K | 0.53% | 53 |
|
|
2015
Q2 | $1.08M | Sell |
11,313
-600
| -5% | -$57K | 0.48% | 56 |
|
|
2015
Q1 | $1.16M | Hold |
11,913
| – | – | 0.51% | 55 |
|
|
2014
Q4 | $1.12M | Sell |
11,913
-370
| -3% | -$34.7K | 0.48% | 52 |
|
|
2014
Q3 | $1.17M | Sell |
12,283
-1,618
| -12% | -$153K | 0.5% | 52 |
|
|
2014
Q2 | $1.4M | Buy |
13,901
+918
| +7% | +$92.5K | 0.54% | 53 |
|
|
2014
Q1 | $1.27M | Sell |
12,983
-2,000
| -13% | -$196K | 0.55% | 54 |
|
|
2013
Q4 | $1.45M | Sell |
14,983
-100
| -0.7% | -$9.7K | 0.61% | 50 |
|
|
2013
Q3 | $1.45M | Sell |
15,083
-340
| -2% | -$32.7K | 0.65% | 52 |
|
|
2013
Q2 | $1.53M | Buy |
+15,423
| New | +$1.53M | 0.66% | 50 |
|