Pettee Investors’s McDonald's MCD Stock Holding History

Pettee Investors’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	$2.11M	Hold	7,231	–	–	1.26%	24
2025 Q1	$2.26M	Buy	7,231 +1,830	+34%	+$572K	1.35%	25
2024 Q4	$1.57M	Buy	5,401 +35	+0.7%	+$10.1K	0.8%	40
2024 Q3	$1.63M	Hold	5,366	–	–	0.8%	43
2024 Q2	$1.37M	Sell	5,366 -2,340	-30%	-$596K	0.66%	54
2024 Q1	$2.17M	Hold	7,706	–	–	0.92%	38
2023 Q4	$2.28M	Hold	7,706	–	–	1.01%	36
2023 Q3	$2.03M	Hold	7,706	–	–	0.96%	38
2023 Q2	$2.3M	Hold	7,706	–	–	1.04%	32
2023 Q1	$2.15M	Hold	7,706	–	–	1.03%	32
2022 Q4	$2.03M	Hold	7,706	–	–	1%	28
2022 Q3	$1.78M	Hold	7,706	–	–	0.96%	29
2022 Q2	$1.9M	Hold	7,706	–	–	0.95%	31
2022 Q1	$1.91M	Hold	7,706	–	–	0.84%	35
2021 Q4	$2.07M	Buy	7,706 +40	+0.5%	+$10.7K	0.87%	37
2021 Q3	$1.85M	Hold	7,666	–	–	0.86%	36
2021 Q2	$1.77M	Sell	7,666 -159	-2%	-$36.7K	0.83%	40
2021 Q1	$1.75M	Hold	7,825	–	–	0.85%	35
2020 Q4	$1.68M	Hold	7,825	–	–	0.89%	34
2020 Q3	$1.72M	Hold	7,825	–	–	0.99%	27
2020 Q2	$1.44M	Hold	7,825	–	–	0.89%	32
2020 Q1	$1.29M	Hold	7,825	–	–	0.93%	28
2019 Q4	$1.55M	Hold	7,825	–	–	0.88%	30
2019 Q3	$1.68M	Hold	7,825	–	–	1.05%	25
2019 Q2	$1.63M	Hold	7,825	–	–	1.03%	26
2019 Q1	$1.49M	Hold	7,825	–	–	0.94%	28
2018 Q4	$1.39M	Sell	7,825 -300	-4%	-$53.3K	0.98%	27
2018 Q3	$1.36M	Hold	8,125	–	–	0.8%	32
2018 Q2	$1.27M	Sell	8,125 -700	-8%	-$110K	0.8%	33
2018 Q1	$1.38M	Hold	8,825	–	–	0.85%	32
2017 Q4	$1.52M	Hold	8,825	–	–	0.92%	26
2017 Q3	$1.38M	Hold	8,825	–	–	0.89%	26
2017 Q2	$1.35M	Hold	8,825	–	–	1.2%	24
2017 Q1	$1.14M	Hold	8,825	–	–	1.03%	28
2016 Q4	$1.07M	Hold	8,825	–	–	1.02%	28
2016 Q3	$1.02M	Hold	8,825	–	–	0.98%	29
2016 Q2	$1.06M	Hold	8,825	–	–	1.03%	26
2016 Q1	$1.11M	Sell	8,825 -3,300	-27%	-$415K	1.15%	23
2015 Q4	$1.43M	Hold	12,125	–	–	1.38%	22
2015 Q3	$1.2M	Hold	12,125	–	–	1.25%	24
2015 Q2	$1.15M	Hold	12,125	–	–	1.12%	26
2015 Q1	$1.18M	Hold	12,125	–	–	1.15%	25
2014 Q4	$1.14M	Hold	12,125	–	–	1.09%	26
2014 Q3	$1.15M	Hold	12,125	–	–	1.13%	25
2014 Q2	$1.22M	Hold	12,125	–	–	1.11%	26
2014 Q1	$1.19M	Hold	12,125	–	–	1.12%	25
2013 Q4	$1.18M	Buy	+12,125	New	+$1.18M	1.11%	26