Sumitomo Life Insurance’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 | $2.65M | Sell |
9,055
-564
| -6% | -$165K | 0.18% | 98 |
|
|
2025
Q1 | $3M | Sell |
9,619
-147
| -2% | -$45.9K | 0.11% | 85 |
|
|
2024
Q4 | $2.83M | Sell |
9,766
-1,277
| -12% | -$370K | 0.05% | 96 |
|
|
2024
Q3 | $3.36M | Sell |
11,043
-4,353
| -28% | -$1.33M | 0.07% | 77 |
|
|
2024
Q2 | $3.92M | Sell |
15,396
-877
| -5% | -$223K | 0.09% | 63 |
|
|
2024
Q1 | $4.59M | Sell |
16,273
-524
| -3% | -$148K | 0.12% | 58 |
|
|
2023
Q4 | $4.98M | Sell |
16,797
-742
| -4% | -$220K | 0.15% | 42 |
|
|
2023
Q3 | $4.62M | Buy |
17,539
+686
| +4% | +$181K | 0.13% | 37 |
|
|
2023
Q2 | $5.03M | Buy |
16,853
+2,658
| +19% | +$793K | 0.22% | 34 |
|
|
2023
Q1 | $3.97M | Buy |
14,195
+1,182
| +9% | +$330K | 0.33% | 36 |
|
|
2022
Q4 | $3.43M | Sell |
13,013
-120
| -0.9% | -$31.6K | 0.25% | 40 |
|
|
2022
Q3 | $3.03M | Sell |
13,133
-1,605
| -11% | -$370K | 0.13% | 46 |
|
|
2022
Q2 | $3.64M | Buy |
14,738
+292
| +2% | +$72.1K | 0.1% | 44 |
|
|
2022
Q1 | $3.57M | Sell |
14,446
-232
| -2% | -$57.4K | 0.09% | 50 |
|
|
2021
Q4 | $3.94M | Sell |
14,678
-1,402
| -9% | -$376K | 0.09% | 50 |
|
|
2021
Q3 | $3.88M | Sell |
16,080
-637
| -4% | -$154K | 0.1% | 40 |
|
|
2021
Q2 | $3.86M | Sell |
16,717
-2,833
| -14% | -$654K | 0.12% | 47 |
|
|
2021
Q1 | $4.38M | Buy |
19,550
+242
| +1% | +$54.2K | 0.18% | 41 |
|
|
2020
Q4 | $4.14M | Sell |
19,308
-1,416
| -7% | -$304K | 0.18% | 53 |
|
|
2020
Q3 | $4.55M | Sell |
20,724
-1,571
| -7% | -$345K | 0.21% | 48 |
|
|
2020
Q2 | $4.11M | Sell |
22,295
-4,178
| -16% | -$771K | 0.22% | 46 |
|
|
2020
Q1 | $4.38M | Buy |
26,473
+669
| +3% | +$111K | 0.31% | 40 |
|
|
2019
Q4 | $5.1M | Buy |
25,804
+1,975
| +8% | +$390K | 0.58% | 39 |
|
|
2019
Q3 | $5.12M | Sell |
23,829
-4,960
| -17% | -$1.06M | 0.67% | 32 |
|
|
2019
Q2 | $5.98M | Buy |
28,789
+1,162
| +4% | +$241K | 0.71% | 32 |
|
|
2019
Q1 | $5.25M | Sell |
27,627
-3,125
| -10% | -$593K | 0.71% | 34 |
|
|
2018
Q4 | $5.46M | Buy |
30,752
+731
| +2% | +$130K | 0.76% | 29 |
|
|
2018
Q3 | $5.02M | Sell |
30,021
-512
| -2% | -$85.6K | 0.6% | 41 |
|
|
2018
Q2 | $4.78M | Buy |
30,533
+1,232
| +4% | +$193K | 0.59% | 41 |
|
|
2018
Q1 | $4.58M | Sell |
29,301
-1,292
| -4% | -$202K | 0.61% | 39 |
|
|
2017
Q4 | $5.27M | Sell |
30,593
-1,485
| -5% | -$256K | 0.66% | 36 |
|
|
2017
Q3 | $5.03M | Sell |
32,078
-583
| -2% | -$91.3K | 0.64% | 39 |
|
|
2017
Q2 | $5M | Buy |
32,661
+1,374
| +4% | +$210K | 0.65% | 34 |
|
|
2017
Q1 | $4.06M | Sell |
31,287
-1,942
| -6% | -$252K | 0.57% | 43 |
|
|
2016
Q4 | $4.05M | Buy |
33,229
+4,823
| +17% | +$587K | 0.58% | 42 |
|
|
2016
Q3 | $3.28M | Sell |
28,406
-3,409
| -11% | -$393K | 0.49% | 49 |
|
|
2016
Q2 | $3.83M | Sell |
31,815
-1,119
| -3% | -$135K | 0.52% | 49 |
|
|
2016
Q1 | $4.14M | Sell |
32,934
-10,436
| -24% | -$1.31M | 0.54% | 51 |
|
|
2015
Q4 | $5.12M | Sell |
43,370
-1,022
| -2% | -$121K | 0.65% | 35 |
|
|
2015
Q3 | $4.37M | Sell |
44,392
-1,131
| -2% | -$111K | 0.58% | 42 |
|
|
2015
Q2 | $4.33M | Sell |
45,523
-5,631
| -11% | -$535K | 0.53% | 50 |
|
|
2015
Q1 | $4.98M | Buy |
51,154
+8,978
| +21% | +$875K | 0.55% | 44 |
|
|
2014
Q4 | $3.95M | Sell |
42,176
-11,349
| -21% | -$1.06M | 0.39% | 73 |
|
|
2014
Q3 | $5.08M | Sell |
53,525
-9,511
| -15% | -$902K | 0.5% | 48 |
|
|
2014
Q2 | $6.35M | Sell |
63,036
-6,267
| -9% | -$631K | 0.61% | 34 |
|
|
2014
Q1 | $6.79M | Sell |
69,303
-7,424
| -10% | -$728K | 0.66% | 34 |
|
|
2013
Q4 | $7.45M | Sell |
76,727
-5,014
| -6% | -$487K | 0.67% | 34 |
|
|
2013
Q3 | $7.86M | Buy |
81,741
+2,358
| +3% | +$227K | 0.73% | 32 |
|
|
2013
Q2 | $7.86M | Buy |
+79,383
| New | +$7.86M | 0.75% | 30 |
|