Montecito Bank & 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
Q1 | $1.72M | Sell |
5,519
-24
| -0.4% | -$7.5K | 0.31% | 76 |
|
|
2024
Q4 | $1.61M | Sell |
5,543
-91
| -2% | -$26.4K | 0.28% | 80 |
|
|
2024
Q3 | $1.72M | Sell |
5,634
-264
| -4% | -$80.4K | 0.29% | 81 |
|
|
2024
Q2 | $1.5M | Sell |
5,898
-589
| -9% | -$150K | 0.31% | 72 |
|
|
2024
Q1 | $1.83M | Sell |
6,487
-309
| -5% | -$87.1K | 0.37% | 63 |
|
|
2023
Q4 | $2.02M | Buy |
6,796
+150
| +2% | +$44.5K | 0.43% | 54 |
|
|
2023
Q3 | $1.75M | Buy |
6,646
+277
| +4% | +$73K | 0.41% | 55 |
|
|
2023
Q2 | $1.9M | Sell |
6,369
-102
| -2% | -$30.4K | 0.43% | 53 |
|
|
2023
Q1 | $1.81M | Buy |
6,471
+258
| +4% | +$72.1K | 0.43% | 57 |
|
|
2022
Q4 | $1.64M | Sell |
6,213
-60
| -1% | -$15.8K | 0.4% | 61 |
|
|
2022
Q3 | $1.45M | Buy |
6,273
+204
| +3% | +$47.1K | 0.38% | 67 |
|
|
2022
Q2 | $1.5M | Sell |
6,069
-2
| -0% | -$494 | 0.36% | 66 |
|
|
2022
Q1 | $1.5M | Sell |
6,071
-52
| -0.8% | -$12.9K | 0.28% | 84 |
|
|
2021
Q4 | $1.64M | Hold |
6,123
| – | – | 0.29% | 81 |
|
|
2021
Q3 | $1.48M | Sell |
6,123
-42
| -0.7% | -$10.1K | 0.29% | 84 |
|
|
2021
Q2 | $1.42M | Hold |
6,165
| – | – | 0.27% | 87 |
|
|
2021
Q1 | $1.38M | Sell |
6,165
-85
| -1% | -$19.1K | 0.29% | 82 |
|
|
2020
Q4 | $1.34M | Buy |
6,250
+70
| +1% | +$15K | 0.29% | 79 |
|
|
2020
Q3 | $1.36M | Hold |
6,180
| – | – | 0.35% | 74 |
|
|
2020
Q2 | $1.14M | Sell |
6,180
-100
| -2% | -$18.4K | 0.31% | 80 |
|
|
2020
Q1 | $1.04M | Sell |
6,280
-380
| -6% | -$62.9K | 0.34% | 74 |
|
|
2019
Q4 | $1.32M | Sell |
6,660
-100
| -1% | -$19.8K | 0.35% | 66 |
|
|
2019
Q3 | $1.45M | Sell |
6,760
-110
| -2% | -$23.6K | 0.43% | 54 |
|
|
2019
Q2 | $1.43M | Hold |
6,870
| – | – | 0.43% | 57 |
|
|
2019
Q1 | $1.31M | Sell |
6,870
-74
| -1% | -$14.1K | 0.4% | 67 |
|
|
2018
Q4 | $1.23M | Sell |
6,944
-50
| -0.7% | -$8.88K | 0.43% | 60 |
|
|
2018
Q3 | $1.17M | Sell |
6,994
-41
| -0.6% | -$6.86K | 0.35% | 68 |
|
|
2018
Q2 | $1.1M | Sell |
7,035
-807
| -10% | -$127K | 0.35% | 58 |
|
|
2018
Q1 | $1.23M | Sell |
7,842
-184
| -2% | -$28.8K | 0.4% | 57 |
|
|
2017
Q4 | $1.38M | Sell |
8,026
-398
| -5% | -$68.5K | 0.45% | 45 |
|
|
2017
Q3 | $1.32M | Sell |
8,424
-42
| -0.5% | -$6.58K | 0.46% | 39 |
|
|
2017
Q2 | $1.3M | Sell |
8,466
-1,215
| -13% | -$186K | 0.47% | 41 |
|
|
2017
Q1 | $1.26M | Sell |
9,681
-1,761
| -15% | -$228K | 0.46% | 45 |
|
|
2016
Q4 | $1.39M | Sell |
11,442
-873
| -7% | -$106K | 0.49% | 48 |
|
|
2016
Q3 | $1.42M | Buy |
12,315
+892
| +8% | +$103K | 0.58% | 45 |
|
|
2016
Q2 | $1.38M | Buy |
11,423
+2,863
| +33% | +$345K | 0.58% | 40 |
|
|
2016
Q1 | $1.08M | Buy |
8,560
+5,116
| +149% | +$643K | 0.48% | 45 |
|
|
2015
Q4 | $407K | Sell |
3,444
-300
| -8% | -$35.5K | 0.19% | 105 |
|
|
2015
Q3 | $369K | Sell |
3,744
-1,768
| -32% | -$174K | 0.2% | 99 |
|
|
2015
Q2 | $537K | Hold |
5,512
| – | – | 0.27% | 77 |
|
|
2015
Q1 | $537K | Sell |
5,512
-134
| -2% | -$13.1K | 0.27% | 77 |
|
|
2014
Q4 | $529K | Buy |
5,646
+200
| +4% | +$18.7K | 0.28% | 78 |
|
|
2014
Q3 | $516K | Buy |
5,446
+2,047
| +60% | +$194K | 0.31% | 72 |
|
|
2014
Q2 | $342K | Buy |
+3,399
| New | +$342K | 0.21% | 97 |
|