St Louis Trust’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 | $526K | Hold |
1,800
| – | – | 0.07% | 88 |
|
|
2025
Q1 | $562K | Hold |
1,800
| – | – | 0.08% | 86 |
|
|
2024
Q4 | $522K | Hold |
1,800
| – | – | 0.07% | 87 |
|
|
2024
Q3 | $548K | Hold |
1,800
| – | – | 0.08% | 88 |
|
|
2024
Q2 | $459K | Sell |
1,800
-50
| -3% | -$12.7K | 0.07% | 94 |
|
|
2024
Q1 | $522K | Hold |
1,850
| – | – | 0.08% | 91 |
|
|
2023
Q4 | $549K | Hold |
1,850
| – | – | 0.09% | 84 |
|
|
2023
Q3 | $487K | Hold |
1,850
| – | – | 0.09% | 84 |
|
|
2023
Q2 | $552K | Hold |
1,850
| – | – | 0.1% | 81 |
|
|
2023
Q1 | $517K | Hold |
1,850
| – | – | 0.1% | 80 |
|
|
2022
Q4 | $488K | Buy |
1,850
+50
| +3% | +$13.2K | 0.1% | 81 |
|
|
2022
Q3 | $386K | Sell |
1,800
-50
| -3% | -$10.7K | 0.11% | 74 |
|
|
2022
Q2 | $457K | Hold |
1,850
| – | – | 0.1% | 81 |
|
|
2022
Q1 | $457K | Hold |
1,850
| – | – | 0.1% | 79 |
|
|
2021
Q4 | $496K | Hold |
1,850
| – | – | 0.1% | 86 |
|
|
2021
Q3 | $446K | Hold |
1,850
| – | – | 0.12% | 86 |
|
|
2021
Q2 | $427K | Hold |
1,850
| – | – | 0.11% | 73 |
|
|
2021
Q1 | $414K | Buy |
+1,850
| New | +$414K | 0.1% | 75 |
|
|
2020
Q4 | – | Sell |
-1,800
| Closed | -$395K | – | 78 |
|
|
2020
Q3 | $395K | Hold |
1,800
| – | – | 0.13% | 71 |
|
|
2020
Q2 | $332K | Hold |
1,800
| – | – | 0.1% | 74 |
|
|
2020
Q1 | $298K | Hold |
1,800
| – | – | 0.11% | 71 |
|
|
2019
Q4 | $356K | Hold |
1,800
| – | – | 0.1% | 65 |
|
|
2019
Q3 | $386K | Hold |
1,800
| – | – | 0.12% | 65 |
|
|
2019
Q2 | $374K | Hold |
1,800
| – | – | 0.12% | 65 |
|
|
2019
Q1 | $342K | Hold |
1,800
| – | – | 0.11% | 68 |
|
|
2018
Q4 | $320K | Hold |
1,800
| – | – | 0.12% | 68 |
|
|
2018
Q3 | $301K | Hold |
1,800
| – | – | 0.1% | 73 |
|
|
2018
Q2 | $282K | Sell |
1,800
-2,500
| -58% | -$392K | 0.09% | 86 |
|
|
2018
Q1 | $672K | Buy |
+4,300
| New | +$672K | 0.23% | 69 |
|