Somerset Trust’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 | $5.56M | Sell |
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|
2025
Q2 | $5.35M | Sell |
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|
2025
Q1 | $5.75M | Buy |
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|
2024
Q4 | $5.09M | Buy |
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|
2024
Q3 | $5.23M | Sell |
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|
2024
Q2 | $4.4M | Buy |
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|
2024
Q1 | $4.81M | Buy |
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|
2023
Q4 | $5.02M | Sell |
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|
2023
Q3 | $4.6M | Sell |
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|
2023
Q2 | $5.23M | Sell |
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|
2023
Q1 | $5.04M | Sell |
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|
2022
Q4 | $5.05M | Sell |
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|
2022
Q3 | $4.44M | Sell |
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|
2022
Q2 | $4.76M | Buy |
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|
2022
Q1 | $4.75M | Sell |
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|
2021
Q4 | $5.21M | Buy |
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|
2021
Q3 | $4.58M | Buy |
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|
2021
Q2 | $4.3M | Buy |
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|
2021
Q1 | $4.17M | Buy |
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|
2020
Q4 | $3.96M | Sell |
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|
2020
Q3 | $4.09M | Buy |
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|
2020
Q2 | $3.41M | Buy |
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|
2020
Q1 | $2.96M | Sell |
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|
2019
Q4 | $3.65M | Buy |
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|
2019
Q3 | $3.93M | Sell |
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|
2019
Q2 | $4.05M | Buy |
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|
2019
Q1 | $3.68M | Buy |
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|
2018
Q4 | $3.42M | Buy |
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|
2018
Q3 | $3.2M | Buy |
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|
2018
Q2 | $1.55M | Buy |
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|
2018
Q1 | $1.52M | Buy |
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|
2017
Q4 | $1.67M | Buy |
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|
2017
Q3 | $1.49M | Buy |
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|
2017
Q2 | $1.4M | Buy |
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|
2017
Q1 | $1.15M | Buy |
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|
2016
Q4 | $1.06M | Buy |
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|
2016
Q3 | $1M | Buy |
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|
2016
Q2 | $1.01M | Buy |
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|
2016
Q1 | $1.01M | Buy |
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|
2015
Q4 | $929K | Buy |
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|
2015
Q3 | $636K | Sell |
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|
2015
Q2 | $681K | Buy |
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|
2015
Q1 | $686K | Buy |
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|
2014
Q4 | $611K | Buy |
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|
2014
Q3 | $601K | Buy |
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|
2014
Q2 | $623K | Buy |
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|
2014
Q1 | $560K | Buy |
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|
2013
Q4 | $528K | Buy |
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