Riverview 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 | $352K | Sell |
1,206
-512
| -30% | -$150K | 0.44% | 35 |
|
|
2025
Q1 | $537K | Sell |
1,718
-31
| -2% | -$9.68K | 0.53% | 35 |
|
|
2024
Q4 | $507K | Buy |
1,749
+4
| +0.2% | +$1.16K | 0.46% | 40 |
|
|
2024
Q3 | $531K | Sell |
1,745
-116
| -6% | -$35.3K | 0.47% | 41 |
|
|
2024
Q2 | $474K | Hold |
1,861
| – | – | 0.45% | 41 |
|
|
2024
Q1 | $525K | Hold |
1,861
| – | – | 0.4% | 46 |
|
|
2023
Q4 | $552K | Hold |
1,861
| – | – | 0.56% | 43 |
|
|
2023
Q3 | $490K | Hold |
1,861
| – | – | 0.43% | 46 |
|
|
2023
Q2 | $555K | Sell |
1,861
-743
| -29% | -$222K | 0.5% | 40 |
|
|
2023
Q1 | $728K | Sell |
2,604
-479
| -16% | -$134K | 0.67% | 32 |
|
|
2022
Q4 | $812K | Sell |
3,083
-107
| -3% | -$28.2K | 0.77% | 29 |
|
|
2022
Q3 | $736K | Hold |
3,190
| – | – | 0.71% | 30 |
|
|
2022
Q2 | $788K | Buy |
3,190
+981
| +44% | +$242K | 0.69% | 30 |
|
|
2022
Q1 | $546K | Buy |
2,209
+469
| +27% | +$116K | 0.4% | 47 |
|
|
2021
Q4 | $466 | Buy |
1,740
+312
| +22% | +$84 | 0.27% | 47 |
|
|
2021
Q3 | $344K | Buy |
1,428
+321
| +29% | +$77.3K | 0.36% | 53 |
|
|
2021
Q2 | $256K | Hold |
1,107
| – | – | 0.27% | 72 |
|
|
2021
Q1 | $248K | Hold |
1,107
| – | – | 0.28% | 68 |
|
|
2020
Q4 | $238K | Hold |
1,107
| – | – | 0.26% | 69 |
|
|
2020
Q3 | $243K | Sell |
1,107
-798
| -42% | -$175K | 0.28% | 66 |
|
|
2020
Q2 | $351K | Hold |
1,905
| – | – | 0.34% | 59 |
|
|
2020
Q1 | $315K | Sell |
1,905
-769
| -29% | -$127K | 0.3% | 62 |
|
|
2019
Q4 | $528K | Sell |
2,674
-40
| -1% | -$7.9K | 0.36% | 54 |
|
|
2019
Q3 | $583K | Hold |
2,714
| – | – | 0.41% | 47 |
|
|
2019
Q2 | $564K | Sell |
2,714
-23
| -0.8% | -$4.78K | 0.4% | 46 |
|
|
2019
Q1 | $520K | Buy |
2,737
+15
| +0.6% | +$2.85K | 0.39% | 52 |
|
|
2018
Q4 | $483K | Buy |
+2,722
| New | +$483K | 0.38% | 48 |
|