Stewart & Patten Company’s McDonald's MCD Stock Holding History

Stewart & Patten Company’s Portfolio MCD Stock Details MCD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$1.12M	Buy	3,984 +4	+0.1%	+$1.16K	0.17%	42
2023 Q4	$1.18M	Hold	3,980	–	–	0.18%	41
2023 Q3	$1.05M	Hold	3,980	–	–	0.18%	41
2023 Q2	$1.19M	Hold	3,980	–	–	0.19%	40
2023 Q1	$1.11M	Sell	3,980 -150	-4%	-$40.2K	0.19%	38
2022 Q4	$1.09M	Sell	4,130 -175	-4%	-$46.2K	0.19%	39
2022 Q3	$993K	Buy	4,305 +60	+1%	+$15.3K	0.19%	39
2022 Q2	$1.05M	Buy	4,245 +53	+1%	+$13.1K	0.19%	40
2022 Q1	$1.04M	Buy	4,192 +30	+0.7%	+$7.47K	0.17%	41
2021 Q4	$1.12M	Sell	4,162 -250	-6%	-$63.1K	0.17%	40
2021 Q3	$1.06M	Sell	4,412 -27	-0.6%	-$6.45K	0.17%	39
2021 Q2	$1.02M	Hold	4,439	–	–	0.16%	40
2021 Q1	$995K	Sell	4,439 -1,388	-24%	-$297K	0.16%	39
2020 Q4	$1.25M	Sell	5,827 -931	-14%	-$202K	0.21%	36
2020 Q3	$1.48M	Sell	6,758 -281	-4%	-$57.7K	0.27%	33
2020 Q2	$1.3M	Hold	7,039	–	–	0.25%	35
2020 Q1	$1.16M	Sell	7,039 -136	-2%	-$26.8K	0.25%	38
2019 Q4	$1.42M	Sell	7,175 -1	-0%	-$198	0.24%	36
2019 Q3	$1.54M	Sell	7,176 -25	-0.3%	-$5.36K	0.27%	38
2019 Q2	$1.5M	Hold	7,201	–	–	0.27%	40
2019 Q1	$1.37M	Sell	7,201 -150	-2%	-$27.2K	0.25%	40
2018 Q4	$1.3M	Sell	7,351 -126	-2%	-$22.3K	0.27%	41
2018 Q3	$1.25M	Sell	7,477 -700	-9%	-$112K	0.23%	43
2018 Q2	$1.28M	Buy	8,177 +350	+4%	+$56.8K	0.24%	42
2018 Q1	$1.22M	Sell	7,827 -407	-5%	-$67K	0.24%	41
2017 Q4	$1.42M	Sell	8,234 -200	-2%	-$33.6K	0.25%	41
2017 Q3	$1.32M	Sell	8,434 -425	-5%	-$66.6K	0.24%	40
2017 Q2	$1.36M	Sell	8,859 -2,790	-24%	-$403K	0.25%	40
2017 Q1	$1.51M	Buy	11,649 +85	+0.7%	+$10.7K	0.28%	40
2016 Q4	$1.41M	Sell	11,564 -384	-3%	-$45K	0.27%	39
2016 Q3	$1.38M	Sell	11,948 -300	-2%	-$35.5K	0.27%	39
2016 Q2	$1.47M	Sell	12,248 -539	-4%	-$67.5K	0.29%	38
2016 Q1	$1.61M	Sell	12,787 -1,019	-7%	-$122K	0.32%	37
2015 Q4	$1.63M	Sell	13,806 -405	-3%	-$45.3K	0.34%	36
2015 Q3	$1.4M	Sell	14,211 -25	-0.2%	-$2.44K	0.31%	38
2015 Q2	$1.35M	Sell	14,236 -503	-3%	-$48.7K	0.28%	37
2015 Q1	$1.44M	Sell	14,739 -3,823	-21%	-$363K	0.3%	37
2014 Q4	$1.74M	Sell	18,562 -150	-0.8%	-$14K	0.34%	36
2014 Q3	$1.77M	Sell	18,712 -2,061	-10%	-$197K	0.36%	35
2014 Q2	$2.09M	Sell	20,773 -1,542	-7%	-$156K	0.42%	34
2014 Q1	$2.19M	Sell	22,315 -5,111	-19%	-$489K	0.45%	36
2013 Q4	$2.66M	Sell	27,426 -2,575	-9%	-$247K	0.53%	34
2013 Q3	$2.89M	Sell	30,001 -1,400	-4%	-$137K	0.62%	34
2013 Q2	$3.11M	Buy	+31,401	New	+$3.14M	0.67%	32