TAM
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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