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Tompkins Financial’s McDonald's MCD Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$16M Sell
54,753
-1,019
-2% -$298K 1.47% 16
2025
Q1
$17.4M Buy
55,772
+111
+0.2% +$34.7K 1.67% 16
2024
Q4
$16.1M Buy
55,661
+8,280
+17% +$2.4M 1.5% 17
2024
Q3
$14.4M Buy
47,381
+135
+0.3% +$41.1K 1.38% 16
2024
Q2
$12M Buy
47,246
+1,009
+2% +$257K 1.26% 21
2024
Q1
$13M Buy
46,237
+470
+1% +$133K 1.47% 16
2023
Q4
$13.6M Buy
45,767
+3,251
+8% +$964K 1.64% 12
2023
Q3
$11.2M Buy
42,516
+3,630
+9% +$956K 1.76% 11
2023
Q2
$11.6M Sell
38,886
-1,693
-4% -$505K 1.82% 10
2023
Q1
$11.3M Sell
40,579
-503
-1% -$141K 1.85% 8
2022
Q4
$10.8M Sell
41,082
-703
-2% -$185K 1.71% 9
2022
Q3
$9.64M Buy
41,785
+236
+0.6% +$54.5K 1.63% 10
2022
Q2
$10.3M Buy
41,549
+29
+0.1% +$7.16K 1.65% 9
2022
Q1
$10.3M Buy
41,520
+6,103
+17% +$1.51M 1.45% 11
2021
Q4
$9.49M Sell
35,417
-37
-0.1% -$9.92K 1.68% 13
2021
Q3
$8.55M Buy
+35,454
New +$8.55M 1.56% 16
2021
Q1
$7.89M Buy
35,219
+834
+2% +$187K 1.34% 18
2020
Q4
$7.38M Buy
34,385
+1,806
+6% +$388K 1.33% 18
2020
Q3
$7.15M Buy
32,579
+415
+1% +$91.1K 1.38% 16
2020
Q2
$5.93M Buy
32,164
+736
+2% +$136K 1.25% 20
2020
Q1
$5.2M Sell
31,428
-454
-1% -$75.1K 1.2% 22
2019
Q4
$6.3M Buy
31,882
+1,609
+5% +$318K 1.15% 18
2019
Q3
$6.5M Sell
30,273
-128
-0.4% -$27.5K 1.32% 14
2019
Q2
$6.31M Buy
30,401
+898
+3% +$186K 1.27% 16
2019
Q1
$5.6M Buy
29,503
+68
+0.2% +$12.9K 1.06% 18
2018
Q4
$5.23M Sell
29,435
-1,322
-4% -$235K 1.15% 18
2018
Q3
$5.15M Buy
30,757
+156
+0.5% +$26.1K 1.06% 20
2018
Q2
$4.79M Buy
30,601
+1,054
+4% +$165K 1.03% 20
2018
Q1
$4.62M Buy
29,547
+2,411
+9% +$377K 1.04% 19
2017
Q4
$4.67M Sell
27,136
-108
-0.4% -$18.6K 1.07% 19
2017
Q3
$4.27M Buy
27,244
+187
+0.7% +$29.3K 1.01% 19
2017
Q2
$4.14M Sell
27,057
-471
-2% -$72.1K 1.04% 19
2017
Q1
$3.57M Sell
27,528
-71
-0.3% -$9.2K 0.91% 24
2016
Q4
$3.36M Buy
27,599
+940
+4% +$114K 0.88% 25
2016
Q3
$3.08M Buy
26,659
+19,399
+267% +$2.24M 0.88% 25
2016
Q2
$873K Buy
7,260
+882
+14% +$106K 0.26% 72
2016
Q1
$802K Sell
6,378
-76
-1% -$9.56K 0.25% 80
2015
Q4
$763K Buy
6,454
+23
+0.4% +$2.72K 0.24% 86
2015
Q3
$633K Sell
6,431
-70
-1% -$6.89K 0.2% 87
2015
Q2
$618K Sell
6,501
-748
-10% -$71.1K 0.17% 96
2015
Q1
$706K Sell
7,249
-746
-9% -$72.7K 0.18% 93
2014
Q4
$749K Sell
7,995
-4,199
-34% -$393K 0.19% 90
2014
Q3
$1.16M Sell
12,194
-248
-2% -$23.5K 0.3% 74
2014
Q2
$1.25M Sell
12,442
-623
-5% -$62.8K 0.31% 69
2014
Q1
$1.28M Sell
13,065
-1,860
-12% -$182K 0.32% 64
2013
Q4
$1.45M Sell
14,925
-165
-1% -$16K 0.38% 54
2013
Q3
$1.45M Sell
15,090
-520
-3% -$50K 0.41% 48
2013
Q2
$1.55M Buy
+15,610
New +$1.55M 0.47% 48