NorthStar Asset Management (Massachusetts)’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 | $202K | Sell |
693
-2
| -0.3% | -$584 | 0.06% | 60 |
|
|
2025
Q1 | $217K | Sell |
695
-104
| -13% | -$32.5K | 0.06% | 57 |
|
|
2024
Q4 | $232K | Sell |
799
-101
| -11% | -$29.3K | 0.06% | 56 |
|
|
2024
Q3 | $274K | Hold |
900
| – | – | 0.07% | 53 |
|
|
2024
Q2 | $229K | Hold |
900
| – | – | 0.06% | 57 |
|
|
2024
Q1 | $254K | Hold |
900
| – | – | 0.04% | 56 |
|
|
2023
Q4 | $267K | Hold |
900
| – | – | 0.08% | 54 |
|
|
2023
Q3 | $237K | Sell |
900
-915
| -50% | -$241K | 0.08% | 52 |
|
|
2023
Q2 | $542K | Sell |
1,815
-100
| -5% | -$29.8K | 0.16% | 42 |
|
|
2023
Q1 | $535K | Sell |
1,915
-285
| -13% | -$79.7K | 0.16% | 44 |
|
|
2022
Q4 | $580K | Hold |
2,200
| – | – | 0.19% | 42 |
|
|
2022
Q3 | $508K | Hold |
2,200
| – | – | 0.18% | 49 |
|
|
2022
Q2 | $543K | Hold |
2,200
| – | – | 0.18% | 50 |
|
|
2022
Q1 | $544K | Sell |
2,200
-1,560
| -41% | -$386K | 0.15% | 56 |
|
|
2021
Q4 | $1.01M | Hold |
3,760
| – | – | 0.25% | 46 |
|
|
2021
Q3 | $907K | Sell |
3,760
-400
| -10% | -$96.4K | 0.24% | 49 |
|
|
2021
Q2 | $961K | Buy |
+4,160
| New | +$961K | 0.26% | 49 |
|