New England Research & Management’s McDonald's MCD Stock Holding History

New England Research & Management’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	$1.51M	Buy	5,159 +130	+3%	+$38K	0.72%	45
2025 Q1	$1.57M	Sell	5,029 -85	-2%	-$26.6K	0.8%	43
2024 Q4	$1.48M	Sell	5,114 -323	-6%	-$93.6K	0.75%	42
2024 Q3	$1.66M	Sell	5,437 -30	-0.5%	-$9.14K	0.78%	45
2024 Q2	$1.39M	Sell	5,467 -50	-0.9%	-$12.7K	0.67%	50
2024 Q1	$1.56M	Buy	5,517 +1,085	+24%	+$306K	0.76%	44
2023 Q4	$1.31M	Hold	4,432	–	–	0.7%	51
2023 Q3	$1.17M	Hold	4,432	–	–	0.67%	57
2023 Q2	$1.32M	Sell	4,432 -1,010	-19%	-$301K	0.77%	52
2023 Q1	$1.52M	Buy	5,442 +725	+15%	+$203K	0.89%	35
2022 Q4	$1.24M	Sell	4,717 -400	-8%	-$105K	0.71%	45
2022 Q3	$1.18M	Sell	5,117 -860	-14%	-$198K	0.74%	42
2022 Q2	$1.48M	Hold	5,977	–	–	0.86%	35
2022 Q1	$1.48M	Sell	5,977 -65	-1%	-$16.1K	0.77%	43
2021 Q4	$1.62M	Hold	6,042	–	–	0.78%	42
2021 Q3	$1.46M	Sell	6,042 -10	-0.2%	-$2.41K	0.76%	42
2021 Q2	$1.4M	Sell	6,052 -670	-10%	-$155K	0.72%	48
2021 Q1	$1.51M	Sell	6,722 -545	-7%	-$122K	0.83%	41
2020 Q4	$1.56M	Buy	7,267 +2,300	+46%	+$493K	0.96%	31
2020 Q3	$1.09M	Hold	4,967	–	–	0.79%	42
2020 Q2	$916K	Hold	4,967	–	–	0.66%	57
2020 Q1	$821K	Sell	4,967 -450	-8%	-$74.4K	0.7%	50
2019 Q4	$1.07M	Buy	5,417 +2,050	+61%	+$405K	0.72%	47
2019 Q3	$723K	Hold	3,367	–	–	0.52%	68
2019 Q2	$699K	Sell	3,367 -2,100	-38%	-$436K	0.47%	78
2019 Q1	$1.04M	Buy	5,467 +2,100	+62%	+$399K	0.7%	50
2018 Q4	$598K	Hold	3,367	–	–	0.47%	77
2018 Q3	$563K	Hold	3,367	–	–	0.37%	96
2018 Q2	$528K	Hold	3,367	–	–	0.35%	104
2018 Q1	$527K	Hold	3,367	–	–	0.35%	100
2017 Q4	$580K	Hold	3,367	–	–	0.42%	89
2017 Q3	$528K	Sell	3,367 -300	-8%	-$47K	0.39%	90
2017 Q2	$562K	Hold	3,667	–	–	0.42%	86
2017 Q1	$475K	Sell	3,667 -6,527	-64%	-$845K	0.37%	92
2016 Q4	$1.24M	Buy	10,194 +1,827	+22%	+$222K	0.97%	25
2016 Q3	$965K	Buy	8,367 +4,850	+138%	+$559K	0.81%	39
2016 Q2	$423K	Hold	3,517	–	–	0.36%	94
2016 Q1	$442K	Buy	3,517 +326	+10%	+$41K	0.38%	97
2015 Q4	$377K	Buy	3,191 +71	+2%	+$8.39K	0.33%	107
2015 Q3	$307K	Hold	3,120	–	–	0.29%	121
2015 Q2	$297K	Sell	3,120 -2,470	-44%	-$235K	0.24%	134
2015 Q1	$545K	Sell	5,590 -769	-12%	-$75K	0.47%	82
2014 Q4	$596K	Buy	6,359 +274	+5%	+$25.7K	0.51%	81
2014 Q3	$577K	Sell	6,085 -800	-12%	-$75.9K	0.5%	87
2014 Q2	$694K	Hold	6,885	–	–	0.62%	68
2014 Q1	$675K	Sell	6,885 -200	-3%	-$19.6K	0.62%	71
2013 Q4	$687K	Buy	+7,085	New	+$687K	0.66%	52