SFFS
Stonehage Fleming Financial Services’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $118M | Sell |
403,995
-11,369
| -3% | -$3.32M | 3.43% | 15 |
|
|
2025
Q1 | $130M | Sell |
415,364
-9,995
| -2% | -$3.12M | 4.56% | 14 |
|
|
2024
Q4 | $123M | Sell |
425,359
-52,858
| -11% | -$15.3M | 3.45% | 15 |
|
|
2024
Q3 | $146M | Buy |
478,217
+190,677
| +66% | +$58.1M | 3.85% | 14 |
|
|
2024
Q2 | $73.3M | Buy |
+287,540
| New | +$73.3M | 1.96% | 17 |
|
|
2024
Q1 | – | Sell |
-289,055
| Closed | -$85.7M | – | 222 |
|
|
2023
Q4 | $85.7M | Buy |
289,055
+163,686
| +131% | +$48.5M | 2.51% | 17 |
|
|
2023
Q3 | $33.1M | Sell |
125,369
-271,865
| -68% | -$71.8M | 2.93% | 11 |
|
|
2023
Q2 | $118M | Buy |
+397,234
| New | +$118M | 4.31% | 8 |
|
|
2022
Q3 | – | Sell |
-374,937
| Closed | -$92.6M | – | 226 |
|
|
2022
Q2 | $92.6M | Sell |
374,937
-5,888
| -2% | -$1.45M | 3.7% | 10 |
|
|
2022
Q1 | $94.2M | Buy |
380,825
+1,258
| +0.3% | +$311K | 2.91% | 15 |
|
|
2021
Q4 | $102M | Sell |
379,567
-3,119
| -0.8% | -$836K | 2.78% | 16 |
|
|
2021
Q3 | $92.3M | Sell |
382,686
-910
| -0.2% | -$220K | 2.72% | 16 |
|
|
2021
Q2 | $88.6M | Buy |
383,596
+17,783
| +5% | +$4.11M | 2.59% | 15 |
|
|
2021
Q1 | $82M | Sell |
365,813
-26,730
| -7% | -$5.99M | 2.73% | 15 |
|
|
2020
Q4 | $84.2M | Sell |
392,543
-34,133
| -8% | -$7.32M | 2.84% | 15 |
|
|
2020
Q3 | $93.6M | Buy |
426,676
+126,157
| +42% | +$27.7M | 3.47% | 12 |
|
|
2020
Q2 | $55.4M | Sell |
300,519
-181,282
| -38% | -$33.4M | 3.75% | 13 |
|
|
2020
Q1 | $79.7M | Sell |
481,801
-11,055
| -2% | -$1.83M | 3.97% | 13 |
|
|
2019
Q4 | $97.4M | Sell |
492,856
-2,630
| -0.5% | -$520K | 4.25% | 11 |
|
|
2019
Q3 | $106M | Buy |
495,486
+1,725
| +0.3% | +$370K | 5.07% | 9 |
|
|
2019
Q2 | $103M | Sell |
493,761
-8,850
| -2% | -$1.84M | 5.02% | 9 |
|
|
2019
Q1 | $95.4K | Sell |
502,611
-11,893
| -2% | -$2.26K | 4.34% | 11 |
|
|
2018
Q4 | $91.4M | Buy |
514,504
+977
| +0.2% | +$173K | 5.14% | 8 |
|
|
2018
Q3 | $85.9M | Sell |
513,527
-211,840
| -29% | -$35.4M | 5% | 10 |
|
|
2018
Q2 | $114M | Buy |
725,367
+215,416
| +42% | +$33.8M | 5.23% | 9 |
|
|
2018
Q1 | $79.8M | Sell |
509,951
-74,668
| -13% | -$11.7M | 5.18% | 7 |
|
|
2017
Q4 | $101M | Sell |
584,619
-90,406
| -13% | -$15.6M | 5.48% | 6 |
|
|
2017
Q3 | $106M | Buy |
675,025
+108,143
| +19% | +$16.9M | 5.17% | 5 |
|
|
2017
Q2 | $86.8M | Buy |
566,882
+32,835
| +6% | +$5.03M | 5.28% | 5 |
|
|
2017
Q1 | $69.2M | Sell |
534,047
-21,961
| -4% | -$2.85M | 4.44% | 7 |
|
|
2016
Q4 | $67.7M | Buy |
556,008
+68,361
| +14% | +$8.32M | 4.23% | 7 |
|
|
2016
Q3 | $56.3M | Buy |
487,647
+196,717
| +68% | +$22.7M | 3.33% | 11 |
|
|
2016
Q2 | $35M | Buy |
290,930
+24,592
| +9% | +$2.96M | 2.3% | 13 |
|
|
2016
Q1 | $33.5M | Buy |
266,338
+89,717
| +51% | +$11.3M | 2.19% | 14 |
|
|
2015
Q4 | $20.9M | Buy |
176,621
+24,642
| +16% | +$2.91M | 1.7% | 20 |
|
|
2015
Q3 | $15M | Sell |
151,979
-8,689
| -5% | -$856K | 1.6% | 19 |
|
|
2015
Q2 | $15.3M | Sell |
160,668
-43,944
| -21% | -$4.18M | 1.83% | 17 |
|
|
2015
Q1 | $19.9M | Sell |
204,612
-92,297
| -31% | -$8.99M | 2.38% | 15 |
|
|
2014
Q4 | $27.8M | Buy |
+296,909
| New | +$27.8M | 3.31% | 11 |
|