Philadelphia Trust Company’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 | $467K | Hold |
1,598
| – | – | 0.04% | 158 |
|
|
2025
Q1 | $499K | Sell |
1,598
-47
| -3% | -$14.7K | 0.04% | 153 |
|
|
2024
Q4 | $477K | Sell |
1,645
-620
| -27% | -$180K | 0.04% | 155 |
|
|
2024
Q3 | $690K | Buy |
2,265
+41
| +2% | +$12.5K | 0.05% | 137 |
|
|
2024
Q2 | $567K | Sell |
2,224
-530
| -19% | -$135K | 0.04% | 142 |
|
|
2024
Q1 | $776K | Sell |
2,754
-175
| -6% | -$49.3K | 0.06% | 132 |
|
|
2023
Q4 | $868K | Sell |
2,929
-473
| -14% | -$140K | 0.08% | 120 |
|
|
2023
Q3 | $896K | Sell |
3,402
-550
| -14% | -$145K | 0.09% | 119 |
|
|
2023
Q2 | $1.18M | Buy |
3,952
+50
| +1% | +$14.9K | 0.11% | 114 |
|
|
2023
Q1 | $1.09M | Buy |
3,902
+50
| +1% | +$14K | 0.11% | 114 |
|
|
2022
Q4 | $1.02M | Buy |
3,852
+81
| +2% | +$21.3K | 0.11% | 115 |
|
|
2022
Q3 | $870K | Buy |
3,771
+330
| +10% | +$76.1K | 0.1% | 113 |
|
|
2022
Q2 | $850K | Sell |
3,441
-185
| -5% | -$45.7K | 0.09% | 116 |
|
|
2022
Q1 | $897K | Sell |
3,626
-43
| -1% | -$10.6K | 0.07% | 129 |
|
|
2021
Q4 | $984K | Sell |
3,669
-145
| -4% | -$38.9K | 0.07% | 128 |
|
|
2021
Q3 | $920K | Sell |
3,814
-484
| -11% | -$117K | 0.07% | 135 |
|
|
2021
Q2 | $993K | Buy |
4,298
+59
| +1% | +$13.6K | 0.07% | 136 |
|
|
2021
Q1 | $950K | Buy |
4,239
+100
| +2% | +$22.4K | 0.07% | 136 |
|
|
2020
Q4 | $888K | Buy |
4,139
+458
| +12% | +$98.3K | 0.07% | 124 |
|
|
2020
Q3 | $808K | Buy |
3,681
+150
| +4% | +$32.9K | 0.08% | 120 |
|
|
2020
Q2 | $651K | Buy |
3,531
+1,000
| +40% | +$184K | 0.07% | 118 |
|
|
2020
Q1 | $419K | Sell |
2,531
-125
| -5% | -$20.7K | 0.05% | 120 |
|
|
2019
Q4 | $525K | Sell |
2,656
-88
| -3% | -$17.4K | 0.05% | 155 |
|
|
2019
Q3 | $589K | Buy |
2,744
+175
| +7% | +$37.6K | 0.05% | 146 |
|
|
2019
Q2 | $533K | Sell |
2,569
-55
| -2% | -$11.4K | 0.05% | 158 |
|
|
2019
Q1 | $498K | Buy |
2,624
+1,123
| +75% | +$213K | 0.04% | 158 |
|
|
2018
Q4 | $267K | Hold |
1,501
| – | – | 0.03% | 162 |
|
|
2018
Q3 | $251K | Buy |
+1,501
| New | +$251K | 0.02% | 186 |
|
|
2018
Q1 | – | Sell |
-2,072
| Closed | -$357K | – | 214 |
|
|
2017
Q4 | $357K | Hold |
2,072
| – | – | 0.03% | 176 |
|
|
2017
Q3 | $325K | Buy |
2,072
+375
| +22% | +$58.8K | 0.03% | 179 |
|
|
2017
Q2 | $260K | Buy |
+1,697
| New | +$260K | 0.02% | 191 |
|
|
2016
Q3 | – | Sell |
-4,079
| Closed | -$491K | – | 208 |
|
|
2016
Q2 | $491K | Buy |
4,079
+745
| +22% | +$89.7K | 0.04% | 147 |
|
|
2016
Q1 | $420K | Sell |
3,334
-2,961
| -47% | -$373K | 0.04% | 140 |
|
|
2015
Q4 | $719K | Buy |
+6,295
| New | +$719K | 0.06% | 118 |
|
|
2015
Q3 | – | Sell |
-1,497
| Closed | -$15.7K | – | 172 |
|
|
2015
Q2 | $15.7K | Sell |
1,497
-3,409
| -69% | -$35.9K | 0.06% | 128 |
|
|
2015
Q1 | $478K | Buy |
4,906
+524
| +12% | +$51.1K | 0.04% | 135 |
|
|
2014
Q4 | $411K | Sell |
4,382
-175
| -4% | -$16.4K | 0.03% | 128 |
|
|
2014
Q3 | $432K | Sell |
4,557
-13,876
| -75% | -$1.32M | 0.03% | 132 |
|
|
2014
Q2 | $1.86M | Sell |
18,433
-225,514
| -92% | -$22.7M | 0.12% | 81 |
|
|
2014
Q1 | $23.9M | Sell |
243,947
-593
| -0.2% | -$58.1K | 1.51% | 36 |
|
|
2013
Q4 | $23.7M | Buy |
244,540
+237,427
| +3,338% | +$23M | 1.51% | 35 |
|
|
2013
Q3 | $684K | Sell |
7,113
-485
| -6% | -$46.6K | 0.05% | 120 |
|
|
2013
Q2 | $752K | Buy |
+7,598
| New | +$752K | 0.06% | 115 |
|