S&CO Inc’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
$2.47M Sell
8,445
-180
-2% -$52.6K 0.16% 103
2025
Q1
$2.69M Hold
8,625
0.18% 101
2024
Q4
$2.5M Hold
8,625
0.17% 104
2024
Q3
$2.63M Hold
8,625
0.17% 99
2024
Q2
$2.2M Hold
8,625
0.15% 104
2024
Q1
$2.43M Hold
8,625
0.17% 97
2023
Q4
$2.56M Hold
8,625
0.2% 86
2023
Q3
$2.27M Sell
8,625
-90
-1% -$23.7K 0.19% 85
2023
Q2
$2.6M Hold
8,715
0.21% 78
2023
Q1
$2.44M Hold
8,715
0.21% 79
2022
Q4
$2.3M Sell
8,715
-100
-1% -$26.3K 0.2% 78
2022
Q3
$2.03M Sell
8,815
-127
-1% -$29.3K 0.18% 81
2022
Q2
$2.21M Sell
8,942
-340
-4% -$83.9K 0.19% 83
2022
Q1
$2.3M Hold
9,282
0.16% 92
2021
Q4
$2.49M Buy
9,282
+2,000
+27% +$536K 0.18% 92
2021
Q3
$1.76M Hold
7,282
0.14% 99
2021
Q2
$1.68M Hold
7,282
0.13% 101
2021
Q1
$1.63M Hold
7,282
0.14% 99
2020
Q4
$1.56M Hold
7,282
0.14% 101
2020
Q3
$1.6M Sell
7,282
-145
-2% -$31.8K 0.16% 96
2020
Q2
$1.37M Sell
7,427
-700
-9% -$129K 0.15% 97
2020
Q1
$1.34M Sell
8,127
-160
-2% -$26.5K 0.18% 83
2019
Q4
$1.64M Sell
8,287
-1,595
-16% -$315K 0.17% 88
2019
Q3
$2.12M Hold
9,882
0.24% 75
2019
Q2
$2.05M Buy
9,882
+105
+1% +$21.8K 0.23% 78
2019
Q1
$1.86M Sell
9,777
-140
-1% -$26.6K 0.21% 82
2018
Q4
$1.76M Sell
9,917
-328
-3% -$58.2K 0.22% 76
2018
Q3
$1.71M Hold
10,245
0.19% 83
2018
Q2
$1.61M Sell
10,245
-200
-2% -$31.3K 0.19% 87
2018
Q1
$1.63M Sell
10,445
-245
-2% -$38.3K 0.21% 81
2017
Q4
$1.84M Hold
10,690
0.23% 76
2017
Q3
$1.68M Hold
10,690
0.21% 83
2017
Q2
$1.64M Sell
10,690
-200
-2% -$30.6K 0.22% 81
2017
Q1
$1.41M Hold
10,890
0.19% 87
2016
Q4
$1.33M Hold
10,890
0.19% 85
2016
Q3
$1.26M Hold
10,890
0.19% 86
2016
Q2
$1.31M Hold
10,890
0.2% 76
2016
Q1
$1.37M Hold
10,890
0.22% 74
2015
Q4
$1.29M Sell
10,890
-390
-3% -$46.1K 0.22% 73
2015
Q3
$1.11M Buy
11,280
+1,850
+20% +$182K 0.19% 81
2015
Q2
$897K Buy
9,430
+1,200
+15% +$114K 0.13% 96
2015
Q1
$802K Hold
8,230
0.11% 102
2014
Q4
$771K Hold
8,230
0.11% 101
2014
Q3
$780K Hold
8,230
0.12% 93
2014
Q2
$829K Hold
8,230
0.12% 86
2014
Q1
$807K Hold
8,230
0.12% 83
2013
Q4
$799K Hold
8,230
0.13% 80
2013
Q3
$792K Hold
8,230
0.14% 80
2013
Q2
$815K Buy
+8,230
New +$815K 0.12% 78