Mather Group’s McDonald's MCD Stock Holding History

Mather Group’s Portfolio MCD Stock Details MCD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$15.5M	Sell	52,987 -1,251	-2%	-$366K	0.17%	59
2025 Q1	$16.9M	Buy	54,238 +6	+0%	+$1.87K	0.2%	51
2024 Q4	$15.7M	Sell	54,232 -2,194	-4%	-$636K	0.2%	53
2024 Q3	$17.2M	Sell	56,426 -2,381	-4%	-$725K	0.22%	54
2024 Q2	$16.6M	Buy	58,807 +6,901	+13%	+$1.95M	0.2%	55
2024 Q1	$15.4M	Sell	51,906 -953	-2%	-$283K	0.24%	42
2023 Q4	$15.7M	Buy	52,859 +197	+0.4%	+$58.4K	0.25%	42
2023 Q3	$13.9M	Buy	52,662 +2,096	+4%	+$552K	0.25%	41
2023 Q2	$15.1M	Sell	50,566 -1,210	-2%	-$361K	0.24%	42
2023 Q1	$14.5M	Buy	51,776 +1,402	+3%	+$392K	0.26%	37
2022 Q4	$13.3M	Sell	50,374 -1,192	-2%	-$314K	0.26%	42
2022 Q3	$11.9M	Sell	51,566 -1,055	-2%	-$243K	0.26%	42
2022 Q2	$13M	Buy	52,621 +2,360	+5%	+$583K	0.3%	40
2022 Q1	$12.4M	Buy	50,261 +178	+0.4%	+$44K	0.25%	42
2021 Q4	$13.4M	Sell	50,083 -579	-1%	-$155K	0.26%	33
2021 Q3	$12.2M	Buy	50,662 +1,350	+3%	+$325K	0.29%	28
2021 Q2	$11.4M	Buy	49,312 +2,476	+5%	+$572K	0.29%	32
2021 Q1	$10.5M	Buy	46,836 +5,896	+14%	+$1.32M	0.3%	33
2020 Q4	$8.79M	Buy	40,940 +2,460	+6%	+$528K	0.29%	31
2020 Q3	$8.45M	Buy	38,480 +2,803	+8%	+$615K	0.33%	27
2020 Q2	$6.58M	Buy	35,677 +2,487	+7%	+$459K	0.3%	32
2020 Q1	$5.49M	Buy	33,190 +3,726	+13%	+$616K	0.38%	27
2019 Q4	$5.82M	Buy	29,464 +3,706	+14%	+$732K	0.37%	27
2019 Q3	$5.53M	Buy	25,758 +1,701	+7%	+$365K	0.41%	24
2019 Q2	$5M	Buy	24,057 +2,441	+11%	+$507K	0.4%	25
2019 Q1	$4.11M	Buy	21,616 +6,498	+43%	+$1.23M	0.34%	30
2018 Q4	$2.68M	Buy	15,118 +2,839	+23%	+$504K	0.25%	30
2018 Q3	$2.05M	Buy	12,279 +4,979	+68%	+$833K	0.18%	32
2018 Q2	$1.14M	Buy	7,300 +4,942	+210%	+$774K	0.11%	41
2018 Q1	$369K	Sell	2,358 -262	-10%	-$41K	0.04%	35
2017 Q4	$451K	Buy	+2,620	New	+$451K	0.05%	33