NPA
Nichols & Pratt Advisers’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $380K | Hold |
1,300
| – | – | 0.03% | 88 |
|
|
2025
Q1 | $406K | Hold |
1,300
| – | – | 0.03% | 80 |
|
|
2024
Q4 | $377K | Sell |
1,300
-150
| -10% | -$43.5K | 0.03% | 81 |
|
|
2024
Q3 | $442K | Sell |
1,450
-122
| -8% | -$37.2K | 0.03% | 82 |
|
|
2024
Q2 | $401K | Hold |
1,572
| – | – | 0.03% | 81 |
|
|
2024
Q1 | $443K | Sell |
1,572
-75
| -5% | -$21.1K | 0.03% | 84 |
|
|
2023
Q4 | $488K | Hold |
1,647
| – | – | 0.03% | 80 |
|
|
2023
Q3 | $434K | Hold |
1,647
| – | – | 0.03% | 86 |
|
|
2023
Q2 | $491K | Buy |
1,647
+150
| +10% | +$44.8K | 0.04% | 84 |
|
|
2023
Q1 | $419K | Sell |
1,497
-50
| -3% | -$14K | 0.03% | 84 |
|
|
2022
Q4 | $408K | Buy |
1,547
+263
| +20% | +$69.3K | 0.03% | 80 |
|
|
2022
Q3 | $296K | Sell |
1,284
-2,277
| -64% | -$525K | 0.03% | 84 |
|
|
2022
Q2 | $879K | Hold |
3,561
| – | – | 0.07% | 69 |
|
|
2022
Q1 | $881K | Hold |
3,561
| – | – | 0.06% | 71 |
|
|
2021
Q4 | $955K | Sell |
3,561
-100
| -3% | -$26.8K | 0.07% | 68 |
|
|
2021
Q3 | $889K | Sell |
3,661
-200
| -5% | -$48.6K | 0.07% | 71 |
|
|
2021
Q2 | $892K | Sell |
3,861
-275
| -7% | -$63.5K | 0.07% | 70 |
|
|
2021
Q1 | $927K | Buy |
4,136
+47
| +1% | +$10.5K | 0.07% | 73 |
|
|
2020
Q4 | $877K | Hold |
4,089
| – | – | 0.07% | 72 |
|
|
2020
Q3 | $898K | Hold |
4,089
| – | – | 0.08% | 65 |
|
|
2020
Q2 | $754K | Sell |
4,089
-3,105
| -43% | -$573K | 0.07% | 69 |
|
|
2020
Q1 | $1.19M | Buy |
7,194
+1,150
| +19% | +$190K | 0.12% | 59 |
|
|
2019
Q4 | $1.2M | Sell |
6,044
-1,950
| -24% | -$386K | 0.1% | 63 |
|
|
2019
Q3 | $1.72M | Sell |
7,994
-570
| -7% | -$122K | 0.14% | 57 |
|
|
2019
Q2 | $1.78M | Buy |
8,564
+150
| +2% | +$31.2K | 0.15% | 58 |
|
|
2019
Q1 | $1.6M | Hold |
8,414
| – | – | 0.13% | 57 |
|
|
2018
Q4 | $1.49M | Buy |
8,414
+224
| +3% | +$39.8K | 0.14% | 55 |
|
|
2018
Q3 | $1.37M | Sell |
8,190
-525
| -6% | -$87.8K | 0.11% | 61 |
|
|
2018
Q2 | $1.37M | Hold |
8,715
| – | – | 0.12% | 59 |
|
|
2018
Q1 | $1.36M | Sell |
8,715
-100
| -1% | -$15.6K | 0.12% | 61 |
|
|
2017
Q4 | $1.52M | Buy |
8,815
+90
| +1% | +$15.5K | 0.13% | 58 |
|
|
2017
Q3 | $1.37M | Sell |
8,725
-125
| -1% | -$19.6K | 0.12% | 60 |
|
|
2017
Q2 | $1.36M | Hold |
8,850
| – | – | 0.12% | 57 |
|
|
2017
Q1 | $1.15M | Hold |
8,850
| – | – | 0.11% | 60 |
|
|
2016
Q4 | $1.08M | Buy |
8,850
+100
| +1% | +$12.2K | 0.1% | 61 |
|
|
2016
Q3 | $1.01M | Sell |
8,750
-463
| -5% | -$53.4K | 0.09% | 63 |
|
|
2016
Q2 | $1.11M | Sell |
9,213
-225
| -2% | -$27.1K | 0.1% | 64 |
|
|
2016
Q1 | $1.19M | Sell |
9,438
-100
| -1% | -$12.6K | 0.11% | 64 |
|
|
2015
Q4 | $1.13M | Hold |
9,538
| – | – | 0.11% | 65 |
|
|
2015
Q3 | $940K | Sell |
9,538
-1,714
| -15% | -$169K | 0.09% | 71 |
|
|
2015
Q2 | $1.07M | Sell |
11,252
-6,240
| -36% | -$593K | 0.1% | 70 |
|
|
2015
Q1 | $1.7M | Sell |
17,492
-250
| -1% | -$24.4K | 0.16% | 62 |
|
|
2014
Q4 | $1.66M | Sell |
17,742
-3,931
| -18% | -$368K | 0.15% | 65 |
|
|
2014
Q3 | $2.06M | Sell |
21,673
-100
| -0.5% | -$9.48K | 0.18% | 59 |
|
|
2014
Q2 | $2.19M | Sell |
21,773
-375
| -2% | -$37.8K | 0.19% | 60 |
|
|
2014
Q1 | $2.17M | Buy |
22,148
+16,916
| +323% | +$1.66M | 0.2% | 57 |
|
|
2013
Q4 | $508K | Hold |
5,232
| – | – | 0.05% | 69 |
|
|
2013
Q3 | $503K | Hold |
5,232
| – | – | 0.05% | 69 |
|
|
2013
Q2 | $518K | Buy |
+5,232
| New | +$518K | 0.05% | 68 |
|