MassMutual Private Wealth & Trust’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 | $38.2M | Buy |
130,761
+669
| +0.5% | +$195K | 1.02% | 22 |
|
|
2025
Q1 | $40.6M | Buy |
130,092
+2,315
| +2% | +$723K | 1.18% | 18 |
|
|
2024
Q4 | $37M | Buy |
127,777
+2,297
| +2% | +$666K | 1.04% | 21 |
|
|
2024
Q3 | $38.2M | Buy |
125,480
+3,056
| +2% | +$931K | 1.09% | 18 |
|
|
2024
Q2 | $31.2M | Buy |
122,424
+4,457
| +4% | +$1.14M | 0.95% | 24 |
|
|
2024
Q1 | $33.3M | Buy |
117,967
+1,706
| +1% | +$481K | 1.03% | 22 |
|
|
2023
Q4 | $34.5M | Sell |
116,261
-758
| -0.6% | -$225K | 1.16% | 20 |
|
|
2023
Q3 | $30.8M | Buy |
117,019
+250
| +0.2% | +$65.9K | 1.14% | 21 |
|
|
2023
Q2 | $34.8M | Sell |
116,769
-1,393
| -1% | -$416K | 1.25% | 20 |
|
|
2023
Q1 | $33M | Buy |
118,162
+1,602
| +1% | +$448K | 1.26% | 19 |
|
|
2022
Q4 | $30.7M | Buy |
116,560
+533
| +0.5% | +$140K | 1.26% | 20 |
|
|
2022
Q3 | $26.8M | Buy |
116,027
+1,392
| +1% | +$321K | 1.21% | 18 |
|
|
2022
Q2 | $28.3M | Buy |
114,635
+2,950
| +3% | +$728K | 1.23% | 19 |
|
|
2022
Q1 | $27.6M | Buy |
111,685
+6,979
| +7% | +$1.73M | 1.04% | 23 |
|
|
2021
Q4 | $28.1M | Buy |
104,706
+3,781
| +4% | +$1.01M | 1.04% | 25 |
|
|
2021
Q3 | $24.3M | Buy |
100,925
+6,147
| +6% | +$1.48M | 1.01% | 27 |
|
|
2021
Q2 | $21.9M | Buy |
94,778
+5,565
| +6% | +$1.29M | 0.93% | 28 |
|
|
2021
Q1 | $20M | Buy |
89,213
+7,510
| +9% | +$1.68M | 0.94% | 25 |
|
|
2020
Q4 | $17.5M | Buy |
81,703
+2,068
| +3% | +$444K | 0.9% | 27 |
|
|
2020
Q3 | $17.5M | Buy |
79,635
+5,572
| +8% | +$1.22M | 1.02% | 25 |
|
|
2020
Q2 | $13.7M | Buy |
74,063
+2,134
| +3% | +$394K | 0.88% | 27 |
|
|
2020
Q1 | $11.9M | Sell |
71,929
-542
| -0.7% | -$89.6K | 0.95% | 24 |
|
|
2019
Q4 | $14.3M | Buy |
72,471
+1,136
| +2% | +$224K | 0.88% | 24 |
|
|
2019
Q3 | $15.3M | Buy |
71,335
+533
| +0.8% | +$114K | 1.03% | 20 |
|
|
2019
Q2 | $14.7M | Buy |
70,802
+892
| +1% | +$185K | 1.02% | 19 |
|
|
2019
Q1 | $13.3M | Buy |
69,910
+1,488
| +2% | +$283K | 0.96% | 20 |
|
|
2018
Q4 | $12.1M | Buy |
68,422
+780
| +1% | +$139K | 1.04% | 21 |
|
|
2018
Q3 | $11.3M | Buy |
67,642
+1,367
| +2% | +$229K | 0.84% | 24 |
|
|
2018
Q2 | $10.4M | Buy |
66,275
+757
| +1% | +$119K | 0.83% | 26 |
|
|
2018
Q1 | $10.2M | Buy |
65,518
+1,941
| +3% | +$304K | 0.85% | 26 |
|
|
2017
Q4 | $10.9M | Buy |
63,577
+2,740
| +5% | +$472K | 0.91% | 23 |
|
|
2017
Q3 | $9.53M | Buy |
60,837
+4,487
| +8% | +$703K | 0.79% | 30 |
|
|
2017
Q2 | $8.63M | Buy |
56,350
+3,797
| +7% | +$582K | 0.77% | 32 |
|
|
2017
Q1 | $6.81M | Buy |
52,553
+10,790
| +26% | +$1.4M | 0.64% | 38 |
|
|
2016
Q4 | $5.08M | Buy |
+41,763
| New | +$5.08M | 0.62% | 45 |
|
|
2016
Q2 | $4.11M | Buy |
34,135
+4,213
| +14% | +$507K | 0.52% | 51 |
|
|
2016
Q1 | $3.76M | Buy |
29,922
+1,747
| +6% | +$220K | 0.51% | 53 |
|
|
2015
Q4 | $3.33M | Buy |
28,175
+878
| +3% | +$104K | 0.48% | 59 |
|
|
2015
Q3 | $2.59M | Buy |
27,297
+3,090
| +13% | +$293K | 0.55% | 48 |
|
|
2015
Q2 | $2.44M | Sell |
24,207
-609
| -2% | -$61.4K | 0.54% | 46 |
|
|
2015
Q1 | $2.42M | Buy |
24,816
+14,831
| +149% | +$1.45M | 0.4% | 62 |
|
|
2014
Q4 | $936K | Sell |
9,985
-17,312
| -63% | -$1.62M | 0.3% | 91 |
|
|
2014
Q3 | $2.59M | Buy |
27,297
+13,839
| +103% | +$1.31M | 0.51% | 50 |
|
|
2014
Q2 | $1.36M | Buy |
13,458
+4,448
| +49% | +$448K | 0.54% | 43 |
|
|
2014
Q1 | $883K | Buy |
9,010
+4,421
| +96% | +$433K | 0.52% | 53 |
|
|
2013
Q4 | $445K | Buy |
+4,589
| New | +$445K | 0.41% | 52 |
|