TAM
Trillium Asset Management’s McDonald's MCD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $391K | Buy |
1,338
+115
| +9% | +$33.6K | 0.01% | 198 |
|
2025
Q1 | $382K | Sell |
1,223
-27
| -2% | -$8.43K | 0.01% | 198 |
|
2024
Q4 | $362K | Buy |
1,250
+7
| +0.6% | +$2.03K | 0.01% | 204 |
|
2024
Q3 | $379K | Sell |
1,243
-52
| -4% | -$15.9K | 0.01% | 206 |
|
2024
Q2 | $330K | Hold |
1,295
| – | – | 0.01% | 214 |
|
2024
Q1 | $365K | Hold |
1,295
| – | – | 0.01% | 212 |
|
2023
Q4 | $384K | Hold |
1,295
| – | – | 0.01% | 206 |
|
2023
Q3 | $341K | Sell |
1,295
-5
| -0.4% | -$1.32K | 0.01% | 206 |
|
2023
Q2 | $388K | Sell |
1,300
-230
| -15% | -$68.6K | 0.01% | 197 |
|
2023
Q1 | $452K | Buy |
1,530
+17
| +1% | +$5.02K | 0.01% | 189 |
|
2022
Q4 | $399K | Sell |
1,513
-30
| -2% | -$7.91K | 0.01% | 203 |
|
2022
Q3 | $356K | Sell |
1,543
-98
| -6% | -$22.6K | 0.01% | 200 |
|
2022
Q2 | $405K | Buy |
1,641
+200
| +14% | +$49.4K | 0.01% | 201 |
|
2022
Q1 | $356K | Hold |
1,441
| – | – | 0.01% | 223 |
|
2021
Q4 | $386K | Sell |
1,441
-90
| -6% | -$24.1K | 0.01% | 223 |
|
2021
Q3 | $369K | Sell |
1,531
-191
| -11% | -$46K | 0.01% | 216 |
|
2021
Q2 | $398K | Sell |
1,722
-383
| -18% | -$88.5K | 0.01% | 214 |
|
2021
Q1 | $472K | Hold |
2,105
| – | – | 0.01% | 207 |
|
2020
Q4 | $452K | Hold |
2,105
| – | – | 0.02% | 202 |
|
2020
Q3 | $462K | Sell |
2,105
-1,344
| -39% | -$295K | 0.02% | 192 |
|
2020
Q2 | $636K | Hold |
3,449
| – | – | 0.03% | 182 |
|
2020
Q1 | $570K | Hold |
3,449
| – | – | 0.03% | 188 |
|
2019
Q4 | $682K | Buy |
3,449
+422
| +14% | +$83.4K | 0.03% | 195 |
|
2019
Q3 | $650K | Buy |
3,027
+1,593
| +111% | +$342K | 0.03% | 199 |
|
2019
Q2 | $298K | Sell |
1,434
-234
| -14% | -$48.6K | 0.01% | 209 |
|
2019
Q1 | $317K | Buy |
+1,668
| New | +$317K | 0.02% | 213 |
|