NorthStar Asset Management (Pennsylvania)’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
$1.48M Hold
5,056
0.34% 57
2025
Q1
$1.58M Buy
5,056
+50
+1% +$15.6K 0.38% 55
2024
Q4
$1.45M Buy
5,006
+45
+0.9% +$13K 0.33% 57
2024
Q3
$1.51M Sell
4,961
-80
-2% -$24.4K 0.35% 58
2024
Q2
$1.28M Buy
5,041
+90
+2% +$22.9K 0.31% 60
2024
Q1
$1.4M Buy
4,951
+95
+2% +$26.8K 0.34% 62
2023
Q4
$1.44M Buy
4,856
+80
+2% +$23.7K 0.38% 59
2023
Q3
$1.26M Buy
4,776
+260
+6% +$68.5K 0.36% 59
2023
Q2
$1.35M Buy
4,516
+20
+0.4% +$5.97K 0.37% 61
2023
Q1
$1.26M Sell
4,496
-80
-2% -$22.4K 0.37% 61
2022
Q4
$1.21M Sell
4,576
-200
-4% -$52.7K 0.38% 55
2022
Q3
$1.1M Hold
4,776
0.37% 58
2022
Q2
$1.18M Sell
4,776
-10
-0.2% -$2.47K 0.37% 61
2022
Q1
$1.18M Buy
4,786
+45
+0.9% +$11.1K 0.3% 66
2021
Q4
$1.27M Buy
4,741
+375
+9% +$101K 0.3% 68
2021
Q3
$1.05M Buy
4,366
+50
+1% +$12.1K 0.28% 69
2021
Q2
$997K Sell
4,316
-150
-3% -$34.7K 0.26% 70
2021
Q1
$1M Buy
4,466
+375
+9% +$84.1K 0.28% 70
2020
Q4
$878K Buy
4,091
+150
+4% +$32.2K 0.25% 71
2020
Q3
$865K Buy
3,941
+250
+7% +$54.9K 0.28% 69
2020
Q2
$681K Buy
3,691
+100
+3% +$18.5K 0.24% 69
2020
Q1
$594K Buy
3,591
+300
+9% +$49.6K 0.27% 67
2019
Q4
$650K Sell
3,291
-3,407
-51% -$673K 0.24% 73
2019
Q3
$1.44M Buy
6,698
+50
+0.8% +$10.7K 0.56% 50
2019
Q2
$1.38M Buy
6,648
+25
+0.4% +$5.19K 0.54% 50
2019
Q1
$1.26M Sell
6,623
-675
-9% -$128K 0.51% 49
2018
Q4
$1.3M Hold
7,298
0.61% 46
2018
Q3
$1.22M Buy
7,298
+470
+7% +$78.6K 0.47% 57
2018
Q2
$1.07M Buy
6,828
+55
+0.8% +$8.62K 0.44% 58
2018
Q1
$1.06M Sell
6,773
-500
-7% -$78.2K 0.44% 59
2017
Q4
$1.25M Hold
7,273
0.52% 53
2017
Q3
$1.14M Hold
7,273
0.5% 56
2017
Q2
$1.11M Hold
7,273
0.5% 55
2017
Q1
$943K Hold
7,273
0.42% 62
2016
Q4
$885K Hold
7,273
0.4% 61
2016
Q3
$839K Hold
7,273
0.35% 64
2016
Q2
$875K Hold
7,273
0.36% 61
2016
Q1
$914K Sell
7,273
-300
-4% -$37.7K 0.39% 60
2015
Q4
$895K Hold
7,573
0.38% 58
2015
Q3
$746K Hold
7,573
0.33% 63
2015
Q2
$720K Hold
7,573
0.3% 65
2015
Q1
$738K Hold
7,573
0.32% 65
2014
Q4
$710K Hold
7,573
0.31% 66
2014
Q3
$718K Sell
7,573
-136
-2% -$12.9K 0.31% 65
2014
Q2
$777K Hold
7,709
0.33% 62
2014
Q1
$756K Hold
7,709
0.35% 56
2013
Q4
$748K Buy
7,709
+940
+14% +$91.2K 0.35% 53
2013
Q3
$651K Buy
6,769
+436
+7% +$41.9K 0.33% 50
2013
Q2
$627K Buy
+6,333
New +$627K 0.27% 65