Palisades Hudson Asset Management’s McDonald's MCD Stock Holding History

Palisades Hudson Asset 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	$345K	Buy	1,181 +5	+0.4%	+$1.46K	0.14%	74
2025 Q1	$368K	Sell	1,176 -612	-34%	-$192K	0.17%	62
2024 Q4	$518K	Sell	1,788 -8	-0.4%	-$2.32K	0.22%	56
2024 Q3	$547K	Buy	1,796 +5	+0.3%	+$1.52K	0.23%	57
2024 Q2	$456K	Buy	1,791 +6	+0.3%	+$1.53K	0.21%	60
2024 Q1	$503K	Buy	1,785 +5	+0.3%	+$1.41K	0.23%	56
2023 Q4	$527K	Buy	1,780 +5	+0.3%	+$1.48K	0.26%	52
2023 Q3	$467K	Buy	1,775 +5	+0.3%	+$1.32K	0.26%	51
2023 Q2	$528K	Buy	1,770 +4	+0.2%	+$1.19K	0.27%	48
2023 Q1	$494K	Buy	1,766 +5	+0.3%	+$1.4K	0.26%	51
2022 Q4	$464K	Buy	1,761 +5	+0.3%	+$1.32K	0.26%	54
2022 Q3	$406K	Sell	1,756 -300	-15%	-$69.4K	0.25%	56
2022 Q2	$507K	Buy	2,056 +1,128	+122%	+$278K	0.28%	51
2022 Q1	$229K	Hold	928	–	–	0.11%	103
2021 Q4	$249K	Hold	928	–	–	0.11%	105
2021 Q3	$224K	Hold	928	–	–	0.1%	105
2021 Q2	$214K	Hold	928	–	–	0.1%	108
2021 Q1	$208K	Sell	928 -472	-34%	-$106K	0.1%	108
2020 Q4	$300K	Hold	1,400	–	–	0.16%	76
2020 Q3	$307K	Hold	1,400	–	–	0.2%	71
2020 Q2	$258K	Hold	1,400	–	–	0.18%	73
2020 Q1	$231K	Hold	1,400	–	–	0.2%	72
2019 Q4	$277K	Hold	1,400	–	–	0.18%	81
2019 Q3	$301K	Hold	1,400	–	–	0.21%	65
2019 Q2	$291K	Hold	1,400	–	–	0.2%	68
2019 Q1	$266K	Sell	1,400 -430	-23%	-$81.7K	0.17%	77
2018 Q4	$325K	Hold	1,830	–	–	0.19%	72
2018 Q3	$306K	Hold	1,830	–	–	0.16%	87
2018 Q2	$287K	Hold	1,830	–	–	0.15%	87
2018 Q1	$286K	Hold	1,830	–	–	0.16%	89
2017 Q4	$315K	Hold	1,830	–	–	0.17%	80
2017 Q3	$287K	Hold	1,830	–	–	0.16%	84
2017 Q2	$280K	Hold	1,830	–	–	0.16%	87
2017 Q1	$237K	Hold	1,830	–	–	0.15%	88
2016 Q4	$223K	Hold	1,830	–	–	0.14%	89
2016 Q3	$211K	Hold	1,830	–	–	0.16%	88
2016 Q2	$220K	Hold	1,830	–	–	0.18%	84
2016 Q1	$230K	Hold	1,830	–	–	0.18%	83
2015 Q4	$216K	Buy	+1,830	New	+$216K	0.18%	87