LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34.8M | Sell |
119,141
-891
| -0.7% | -$260K | 0.31% | 51 |
|
|
2025
Q1 | $38.2M | Sell |
120,032
-1,546
| -1% | -$492K | 0.37% | 48 |
|
|
2024
Q4 | $35.6M | Buy |
121,578
+1,447
| +1% | +$424K | 0.31% | 54 |
|
|
2024
Q3 | $36.2M | Buy |
120,131
+116
| +0.1% | +$35K | 0.32% | 54 |
|
|
2024
Q2 | $30.9M | Buy |
120,015
+409
| +0.3% | +$105K | 0.28% | 56 |
|
|
2024
Q1 | $33M | Buy |
119,606
+669
| +0.6% | +$184K | 0.33% | 54 |
|
|
2023
Q4 | $34.8M | Sell |
118,937
-507
| -0.4% | -$148K | 0.34% | 53 |
|
|
2023
Q3 | $31.9M | Sell |
119,444
-53
| -0% | -$14.1K | 0.36% | 51 |
|
|
2023
Q2 | $35.7M | Sell |
119,497
-1,202
| -1% | -$359K | 0.38% | 50 |
|
|
2023
Q1 | $33.7M | Sell |
120,699
-817
| -0.7% | -$228K | 0.39% | 50 |
|
|
2022
Q4 | $32M | Sell |
121,516
-819
| -0.7% | -$216K | 0.4% | 50 |
|
|
2022
Q3 | $28.2M | Sell |
122,335
-2,096
| -2% | -$484K | 0.37% | 52 |
|
|
2022
Q2 | $30.7M | Sell |
124,431
-2,293
| -2% | -$566K | 0.38% | 53 |
|
|
2022
Q1 | $31.3M | Sell |
126,724
-2,151
| -2% | -$532K | 0.32% | 54 |
|
|
2021
Q4 | $34.5M | Sell |
128,875
-1,795
| -1% | -$481K | 0.32% | 51 |
|
|
2021
Q3 | $31.5M | Sell |
130,670
-674
| -0.5% | -$163K | 0.31% | 53 |
|
|
2021
Q2 | $30.3M | Sell |
131,344
-1,882
| -1% | -$435K | 0.31% | 54 |
|
|
2021
Q1 | $29.9M | Sell |
133,226
-6,896
| -5% | -$1.55M | 0.33% | 52 |
|
|
2020
Q4 | $30.1M | Buy |
140,122
+1,179
| +0.8% | +$253K | 0.34% | 53 |
|
|
2020
Q3 | $30.5M | Sell |
138,943
-1,651
| -1% | -$362K | 0.38% | 51 |
|
|
2020
Q2 | $25.9M | Sell |
140,594
-1,201
| -0.8% | -$222K | 0.36% | 53 |
|
|
2020
Q1 | $23.4M | Buy |
141,795
+1,835
| +1% | +$303K | 0.39% | 46 |
|
|
2019
Q4 | $27.7M | Sell |
139,960
-3,612
| -3% | -$714K | 0.37% | 54 |
|
|
2019
Q3 | $30.8M | Sell |
143,572
-1,674
| -1% | -$359K | 0.45% | 48 |
|
|
2019
Q2 | $30.2M | Sell |
145,246
-1,063
| -0.7% | -$221K | 0.44% | 49 |
|
|
2019
Q1 | $27.8M | Sell |
146,309
-5,643
| -4% | -$1.07M | 0.42% | 53 |
|
|
2018
Q4 | $27M | Sell |
151,952
-977
| -0.6% | -$173K | 0.49% | 50 |
|
|
2018
Q3 | $25.6M | Sell |
152,929
-1,373
| -0.9% | -$230K | 0.41% | 56 |
|
|
2018
Q2 | $24.2M | Sell |
154,302
-3,038
| -2% | -$476K | 0.42% | 54 |
|
|
2018
Q1 | $24.6M | Sell |
157,340
-1,701
| -1% | -$266K | 0.45% | 54 |
|
|
2017
Q4 | $27.4M | Sell |
159,041
-1,356
| -0.8% | -$233K | 0.5% | 47 |
|
|
2017
Q3 | $25.1M | Sell |
160,397
-1,278
| -0.8% | -$200K | 0.49% | 48 |
|
|
2017
Q2 | $25.1M | Sell |
161,675
-3,762
| -2% | -$584K | 0.5% | 48 |
|
|
2017
Q1 | $21.4M | Sell |
165,437
-783
| -0.5% | -$101K | 0.45% | 52 |
|
|
2016
Q4 | $20.2M | Sell |
166,220
-3,210
| -2% | -$391K | 0.45% | 51 |
|
|
2016
Q3 | $19.5M | Sell |
169,430
-1,535
| -0.9% | -$177K | 0.45% | 52 |
|
|
2016
Q2 | $20.6M | Sell |
170,965
-10,591
| -6% | -$1.27M | 0.47% | 46 |
|
|
2016
Q1 | $22.8M | Sell |
181,556
-2,562
| -1% | -$322K | 0.54% | 42 |
|
|
2015
Q4 | $21.8M | Sell |
184,118
-24,782
| -12% | -$2.93M | 0.54% | 42 |
|
|
2015
Q3 | $19.9M | Hold |
208,900
| – | – | 0.51% | 47 |
|
|
2015
Q2 | $19.9M | Sell |
208,900
-37,457
| -15% | -$3.56M | 0.51% | 47 |
|
|
2015
Q1 | $24M | Sell |
246,357
-40,385
| -14% | -$3.94M | 0.61% | 46 |
|
|
2014
Q4 | $26.9M | Sell |
286,742
-34,752
| -11% | -$3.26M | 0.69% | 41 |
|
|
2014
Q3 | $30.5M | Sell |
321,494
-97,358
| -23% | -$9.23M | 0.82% | 38 |
|
|
2014
Q2 | $42.2M | Sell |
418,852
-73,035
| -15% | -$7.36M | 1.14% | 29 |
|
|
2014
Q1 | $48.2M | Sell |
491,887
-44,652
| -8% | -$4.38M | 1.32% | 26 |
|
|
2013
Q4 | $52.1M | Sell |
536,539
-9,435
| -2% | -$915K | 1.44% | 24 |
|
|
2013
Q3 | $52.5M | Sell |
545,974
-14,207
| -3% | -$1.37M | 1.6% | 21 |
|
|
2013
Q2 | $55.5M | Buy |
+560,181
| New | +$55.5M | 1.74% | 20 |
|