Tompkins Financial’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $14.8M | Buy |
54,789
+1,046
| +2% | +$300K | 1.04% | 24 |
|
|
2026
Q1 | $16.7M | Sell |
53,743
-313
| -0.6% | -$99.7K | 1.33% | 20 |
|
|
2025
Q4 | $16.5M | Sell |
54,056
-403
| -0.7% | -$123K | 1.28% | 20 |
|
|
2025
Q3 | $16.5M | Sell |
54,459
-294
| -0.5% | -$89.5K | 1.38% | 19 |
|
|
2025
Q2 | $16M | Sell |
54,753
-1,019
| -2% | -$314K | 1.47% | 16 |
|
|
2025
Q1 | $17.4M | Buy |
55,772
+111
| +0.2% | +$33.2K | 1.67% | 16 |
|
|
2024
Q4 | $16.1M | Buy |
55,661
+8,280
| +17% | +$2.47M | 1.5% | 17 |
|
|
2024
Q3 | $14.4M | Buy |
47,381
+135
| +0.3% | +$37.2K | 1.38% | 16 |
|
|
2024
Q2 | $12M | Buy |
47,246
+1,009
| +2% | +$268K | 1.26% | 21 |
|
|
2024
Q1 | $13M | Buy |
46,237
+470
| +1% | +$137K | 1.47% | 16 |
|
|
2023
Q4 | $13.6M | Buy |
45,767
+3,251
| +8% | +$885K | 1.64% | 12 |
|
|
2023
Q3 | $11.2M | Buy |
42,516
+3,630
| +9% | +$1.04M | 1.76% | 11 |
|
|
2023
Q2 | $11.6M | Sell |
38,886
-1,693
| -4% | -$492K | 1.82% | 10 |
|
|
2023
Q1 | $11.3M | Sell |
40,579
-503
| -1% | -$135K | 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% | +$60.3K | 1.63% | 10 |
|
|
2022
Q2 | $10.3M | Buy |
41,549
+29
| +0.1% | +$7.14K | 1.65% | 9 |
|
|
2022
Q1 | $10.3M | Buy |
41,520
+6,103
| +17% | +$1.52M | 1.45% | 11 |
|
|
2021
Q4 | $9.49M | Sell |
35,417
-37
| -0.1% | -$9.34K | 1.68% | 13 |
|
|
2021
Q3 | $8.55M | Buy |
+35,454
| New | +$8.46M | 1.56% | 16 |
|
|
2021
Q1 | $7.89M | Buy |
35,219
+834
| +2% | +$178K | 1.34% | 18 |
|
|
2020
Q4 | $7.38M | Buy |
34,385
+1,806
| +6% | +$393K | 1.33% | 18 |
|
|
2020
Q3 | $7.15M | Buy |
32,579
+415
| +1% | +$85.2K | 1.38% | 16 |
|
|
2020
Q2 | $5.93M | Buy |
32,164
+736
| +2% | +$135K | 1.25% | 20 |
|
|
2020
Q1 | $5.2M | Sell |
31,428
-454
| -1% | -$89.5K | 1.2% | 22 |
|
|
2019
Q4 | $6.3M | Buy |
31,882
+1,609
| +5% | +$319K | 1.15% | 18 |
|
|
2019
Q3 | $6.5M | Sell |
30,273
-128
| -0.4% | -$27.4K | 1.32% | 14 |
|
|
2019
Q2 | $6.31M | Buy |
30,401
+898
| +3% | +$178K | 1.27% | 16 |
|
|
2019
Q1 | $5.6M | Buy |
29,503
+68
| +0.2% | +$12.3K | 1.06% | 18 |
|
|
2018
Q4 | $5.23M | Sell |
29,435
-1,322
| -4% | -$234K | 1.15% | 18 |
|
|
2018
Q3 | $5.14M | Buy |
30,757
+156
| +0.5% | +$25K | 1.06% | 20 |
|
|
2018
Q2 | $4.79M | Buy |
30,601
+1,054
| +4% | +$171K | 1.03% | 20 |
|
|
2018
Q1 | $4.62M | Buy |
29,547
+2,411
| +9% | +$397K | 1.04% | 19 |
|
|
2017
Q4 | $4.67M | Sell |
27,136
-108
| -0.4% | -$18.1K | 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% | -$68.1K | 1.04% | 19 |
|
|
2017
Q1 | $3.57M | Sell |
27,528
-71
| -0.3% | -$8.91K | 0.91% | 24 |
|
|
2016
Q4 | $3.36M | Buy |
27,599
+940
| +4% | +$110K | 0.88% | 25 |
|
|
2016
Q3 | $3.08M | Buy |
26,659
+19,399
| +267% | +$2.3M | 0.88% | 25 |
|
|
2016
Q2 | $873K | Buy |
7,260
+882
| +14% | +$110K | 0.26% | 72 |
|
|
2016
Q1 | $802K | Sell |
6,378
-76
| -1% | -$9.08K | 0.25% | 80 |
|
|
2015
Q4 | $763K | Buy |
6,454
+23
| +0.4% | +$2.57K | 0.24% | 86 |
|
|
2015
Q3 | $633K | Sell |
6,431
-70
| -1% | -$6.82K | 0.2% | 87 |
|
|
2015
Q2 | $618K | Sell |
6,501
-748
| -10% | -$72.3K | 0.17% | 96 |
|
|
2015
Q1 | $706K | Sell |
7,249
-746
| -9% | -$70.8K | 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% | -$23.7K | 0.3% | 74 |
|
|
2014
Q2 | $1.25M | Sell |
12,442
-623
| -5% | -$62.9K | 0.31% | 69 |
|
|
2014
Q1 | $1.28M | Sell |
13,065
-1,860
| -12% | -$178K | 0.32% | 64 |
|
|
2013
Q4 | $1.45M | Sell |
14,925
-165
| -1% | -$15.9K | 0.38% | 54 |
|
|
2013
Q3 | $1.45M | Sell |
15,090
-520
| -3% | -$50.8K | 0.41% | 48 |
|
|
2013
Q2 | $1.54M | Buy |
+15,610
| New | +$1.56M | 0.47% | 48 |
|
Other funds holding MCD
DC
CNB
ORIO
RMA
EB
PNC