Trillium Asset Management’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $391K | Buy |
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|
2025
Q1 | $382K | Sell |
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|
2024
Q4 | $362K | Buy |
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|
2024
Q3 | $379K | Sell |
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|
2024
Q2 | $330K | Hold |
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|
2024
Q1 | $365K | Hold |
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|
2023
Q4 | $384K | Hold |
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|
2023
Q3 | $341K | Sell |
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|
2023
Q2 | $388K | Sell |
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|
2023
Q1 | $452K | Buy |
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|
2022
Q4 | $399K | Sell |
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|
2022
Q3 | $356K | Sell |
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|
2022
Q2 | $405K | Buy |
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|
2022
Q1 | $356K | Hold |
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|
2021
Q4 | $386K | Sell |
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|
2021
Q3 | $369K | Sell |
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|
2021
Q2 | $398K | Sell |
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|
2021
Q1 | $472K | Hold |
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|
2020
Q4 | $452K | Hold |
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|
2020
Q3 | $462K | Sell |
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|
2020
Q2 | $636K | Hold |
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|
2020
Q1 | $570K | Hold |
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|
2019
Q4 | $682K | Buy |
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|
2019
Q3 | $650K | Buy |
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|
2019
Q2 | $298K | Sell |
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|
2019
Q1 | $317K | Buy |
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