Somerset Group’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $773K | Hold |
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|
2025
Q2 | $743K | Hold |
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|
2025
Q1 | $795K | Hold |
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|
2024
Q4 | $737K | Hold |
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|
2024
Q3 | $775K | Hold |
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|
2024
Q2 | $648K | Hold |
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|
2024
Q1 | $717K | Sell |
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|
2023
Q4 | $1.11M | Hold |
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|
2023
Q3 | $984K | Hold |
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|
2023
Q2 | $1.11M | Sell |
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|
2023
Q1 | $1.3M | Hold |
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|
2022
Q4 | $1.22M | Sell |
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|
2022
Q3 | $1.07M | Buy |
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|
2022
Q2 | $1.14M | Sell |
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|
2022
Q1 | $1.15M | Sell |
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|
2021
Q4 | $1.3M | Sell |
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|
2021
Q3 | $1.19M | Sell |
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|
2021
Q2 | $1.14M | Buy |
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|
2021
Q1 | $1.1M | Sell |
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|
2020
Q4 | $1.09M | Hold |
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|
2020
Q3 | $1.12M | Hold |
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|
2020
Q2 | $939K | Buy |
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|
2020
Q1 | $759K | Hold |
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|
2019
Q4 | $907K | Sell |
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|
2019
Q3 | $1.08M | Hold |
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|
2019
Q2 | $1.04M | Hold |
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|
2019
Q1 | $955K | Buy |
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|
2018
Q4 | $891K | Hold |
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|
2018
Q3 | $840K | Hold |
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|
2018
Q2 | $786K | Buy |
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|
2018
Q1 | $765K | Hold |
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|
2017
Q4 | $841K | Buy |
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|
2017
Q3 | $699K | Hold |
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|
2017
Q2 | $683K | Hold |
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|
2017
Q1 | $578K | Sell |
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|
2016
Q4 | $548K | Sell |
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|
2016
Q3 | $528K | Sell |
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|
2016
Q2 | $552K | Sell |
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|
2016
Q1 | $578K | Sell |
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|
2015
Q4 | $620K | Sell |
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|
2015
Q3 | $557K | Sell |
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|
2015
Q2 | $541K | Hold |
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|
2015
Q1 | $555K | Sell |
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|
2014
Q4 | $576K | Hold |
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|
2014
Q3 | $583K | Sell |
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|
2014
Q2 | $656K | Sell |
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|
2014
Q1 | $646K | Sell |
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|
2013
Q4 | $1.12M | Sell |
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|
2013
Q3 | $1.5M | Buy |
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|
2013
Q2 | $1.51M | Buy |
|