SCA
Stonebridge Capital Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.9M | Sell |
98,855
-616
| -0.6% | -$180K | 2.19% | 11 |
|
|
2025
Q1 | $31.1M | Buy |
99,471
+877
| +0.9% | +$274K | 2.53% | 9 |
|
|
2024
Q4 | $28.6M | Buy |
98,594
+355
| +0.4% | +$103K | 2.3% | 10 |
|
|
2024
Q3 | $29.9M | Buy |
98,239
+9,921
| +11% | +$3.02M | 2.44% | 10 |
|
|
2024
Q2 | $22.5M | Buy |
88,318
+2,455
| +3% | +$626K | 1.98% | 12 |
|
|
2024
Q1 | $24.2M | Buy |
85,863
+953
| +1% | +$269K | 2.18% | 9 |
|
|
2023
Q4 | $25.2M | Buy |
84,910
+23,579
| +38% | +$6.99M | 2.53% | 8 |
|
|
2023
Q3 | $16.2M | Buy |
61,331
+1,775
| +3% | +$468K | 1.78% | 9 |
|
|
2023
Q2 | $17.8M | Sell |
59,556
-209
| -0.3% | -$62.4K | 1.89% | 8 |
|
|
2023
Q1 | $16.7M | Buy |
59,765
+37
| +0.1% | +$10.3K | 1.91% | 7 |
|
|
2022
Q4 | $15.7M | Sell |
59,728
-78
| -0.1% | -$20.6K | 1.86% | 8 |
|
|
2022
Q3 | $13.8M | Buy |
59,806
+186
| +0.3% | +$42.9K | 1.78% | 7 |
|
|
2022
Q2 | $14.7M | Buy |
59,620
+497
| +0.8% | +$123K | 1.78% | 8 |
|
|
2022
Q1 | $14.6M | Buy |
59,123
+1,053
| +2% | +$260K | 1.58% | 12 |
|
|
2021
Q4 | $15.6M | Buy |
58,070
+1,727
| +3% | +$463K | 1.72% | 9 |
|
|
2021
Q3 | $13.6M | Sell |
56,343
-53,881
| -49% | -$13M | 1.65% | 8 |
|
|
2021
Q2 | $25.1M | Buy |
110,224
+55,358
| +101% | +$12.6M | 1.59% | 11 |
|
|
2021
Q1 | $12.3M | Buy |
54,866
+1,103
| +2% | +$247K | 1.63% | 12 |
|
|
2020
Q4 | $11.5M | Sell |
53,763
-3,910
| -7% | -$839K | 1.75% | 12 |
|
|
2020
Q3 | $12.7M | Sell |
57,673
-2,381
| -4% | -$523K | 2.27% | 5 |
|
|
2020
Q2 | $11.1M | Buy |
60,054
+624
| +1% | +$115K | 2.05% | 5 |
|
|
2020
Q1 | $9.83M | Buy |
59,430
+341
| +0.6% | +$56.4K | 2.07% | 5 |
|
|
2019
Q4 | $11.7M | Buy |
59,089
+22,947
| +63% | +$4.53M | 1.91% | 6 |
|
|
2019
Q3 | $7.76M | Sell |
36,142
-13,462
| -27% | -$2.89M | 1.34% | 22 |
|
|
2019
Q2 | $10.3M | Sell |
49,604
-2,181
| -4% | -$453K | 1.83% | 7 |
|
|
2019
Q1 | $9.83M | Buy |
51,785
+4,862
| +10% | +$923K | 1.83% | 7 |
|
|
2018
Q4 | $8.33M | Sell |
46,923
-7,369
| -14% | -$1.31M | 1.94% | 9 |
|
|
2018
Q3 | $9.08M | Buy |
54,292
+17,612
| +48% | +$2.95M | 1.83% | 10 |
|
|
2018
Q2 | $5.75M | Buy |
36,680
+1,475
| +4% | +$231K | 1.25% | 28 |
|
|
2018
Q1 | $5.51M | Buy |
35,205
+2,768
| +9% | +$433K | 1.27% | 26 |
|
|
2017
Q4 | $5.58M | Sell |
32,437
-1,019
| -3% | -$175K | 1.28% | 22 |
|
|
2017
Q3 | $5.24M | Sell |
33,456
-74
| -0.2% | -$11.6K | 1.29% | 24 |
|
|
2017
Q2 | $5.14M | Sell |
33,530
-160
| -0.5% | -$24.5K | 1.35% | 23 |
|
|
2017
Q1 | $4.37M | Buy |
33,690
+652
| +2% | +$84.5K | 1.19% | 25 |
|
|
2016
Q4 | $4.02M | Buy |
33,038
+3,481
| +12% | +$424K | 1.19% | 25 |
|
|
2016
Q3 | $3.41M | Buy |
29,557
+3,389
| +13% | +$391K | 1.07% | 32 |
|
|
2016
Q2 | $3.15M | Sell |
26,168
-4,375
| -14% | -$526K | 1.07% | 32 |
|
|
2016
Q1 | $3.84M | Buy |
30,543
+5
| +0% | +$628 | 1.35% | 18 |
|
|
2015
Q4 | $3.61M | Buy |
30,538
+567
| +2% | +$67K | 1.32% | 22 |
|
|
2015
Q3 | $2.95M | Buy |
29,971
+103
| +0.3% | +$10.1K | 1.19% | 29 |
|
|
2015
Q2 | $2.84M | Buy |
29,868
+332
| +1% | +$31.6K | 1.09% | 33 |
|
|
2015
Q1 | $2.88M | Sell |
29,536
-270
| -0.9% | -$26.3K | 1.11% | 33 |
|
|
2014
Q4 | $2.79M | Buy |
29,806
+577
| +2% | +$54.1K | 1.15% | 30 |
|
|
2014
Q3 | $2.77M | Buy |
29,229
+757
| +3% | +$71.8K | 1.22% | 23 |
|
|
2014
Q2 | $2.87M | Sell |
28,472
-22
| -0.1% | -$2.22K | 1.29% | 25 |
|
|
2014
Q1 | $2.79M | Sell |
28,494
-22,791
| -44% | -$2.23M | 1.37% | 19 |
|
|
2013
Q4 | $4.98M | Buy |
+51,285
| New | +$4.98M | 2.56% | 4 |
|