UMB Bank’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $38.3M | Sell |
130,939
-707
| -0.5% | -$207K | 0.6% | 39 |
|
2025
Q1 | $41.1M | Sell |
131,646
-2,906
| -2% | -$908K | 0.68% | 34 |
|
2024
Q4 | $39M | Sell |
134,552
-2,531
| -2% | -$734K | 0.62% | 36 |
|
2024
Q3 | $41.7M | Sell |
137,083
-1,774
| -1% | -$540K | 0.65% | 34 |
|
2024
Q2 | $35.4M | Sell |
138,857
-895
| -0.6% | -$228K | 0.58% | 39 |
|
2024
Q1 | $39.4M | Sell |
139,752
-34,183
| -20% | -$9.64M | 0.62% | 40 |
|
2023
Q4 | $51.6M | Sell |
173,935
-12,259
| -7% | -$3.63M | 0.75% | 33 |
|
2023
Q3 | $49.1M | Sell |
186,194
-4,180
| -2% | -$1.1M | 0.79% | 33 |
|
2023
Q2 | $56.8M | Buy |
190,374
+31
| +0% | +$9.25K | 0.86% | 27 |
|
2023
Q1 | $53.2M | Sell |
190,343
-1,463
| -0.8% | -$409K | 0.85% | 29 |
|
2022
Q4 | $50.5M | Sell |
191,806
-719
| -0.4% | -$189K | 0.8% | 32 |
|
2022
Q3 | $44.4M | Sell |
192,525
-1,669
| -0.9% | -$385K | 0.75% | 35 |
|
2022
Q2 | $47.9M | Buy |
194,194
+931
| +0.5% | +$230K | 0.75% | 32 |
|
2022
Q1 | $47.8M | Buy |
193,263
+1,318
| +0.7% | +$326K | 0.63% | 37 |
|
2021
Q4 | $51.5M | Buy |
191,945
+56,044
| +41% | +$15M | 0.65% | 34 |
|
2021
Q3 | $32.8M | Buy |
135,901
+3,274
| +2% | +$789K | 0.74% | 31 |
|
2021
Q2 | $30.6M | Sell |
132,627
-1,205
| -0.9% | -$278K | 0.7% | 35 |
|
2021
Q1 | $30M | Buy |
133,832
+832
| +0.6% | +$186K | 0.73% | 32 |
|
2020
Q4 | $28.5M | Buy |
133,000
+29,760
| +29% | +$6.39M | 0.77% | 33 |
|
2020
Q3 | $19M | Hold |
103,240
| – | – | 0.59% | 45 |
|
2020
Q2 | $19M | Buy |
103,240
+2,563
| +3% | +$473K | 0.59% | 45 |
|
2020
Q1 | $16.6M | Buy |
100,677
+26,233
| +35% | +$4.34M | 0.6% | 50 |
|
2019
Q4 | $14.7M | Sell |
74,444
-127
| -0.2% | -$25.1K | 0.41% | 69 |
|
2019
Q3 | $16K | Sell |
74,571
-1,986
| -3% | -$426 | 0.38% | 61 |
|
2019
Q2 | $15.9K | Sell |
76,557
-2,169
| -3% | -$450 | 0.39% | 62 |
|
2019
Q1 | $15M | Sell |
78,726
-920
| -1% | -$175K | 0.46% | 62 |
|
2018
Q4 | $14.1K | Buy |
79,646
+1,469
| +2% | +$261 | 0.43% | 62 |
|
2018
Q3 | $13.1M | Buy |
78,177
+78
| +0.1% | +$13K | 0.39% | 71 |
|
2018
Q2 | $12.2M | Buy |
78,099
+8,545
| +12% | +$1.34M | 0.39% | 71 |
|
2018
Q1 | $10.9M | Sell |
69,554
-8,258
| -11% | -$1.29M | 0.35% | 74 |
|
2017
Q4 | $13.4M | Sell |
77,812
-1,861
| -2% | -$320K | 0.44% | 63 |
|
2017
Q3 | $12.5M | Sell |
79,673
-6,013
| -7% | -$942K | 0.43% | 64 |
|
2017
Q2 | $13.1M | Sell |
85,686
-3,560
| -4% | -$545K | 0.46% | 65 |
|
2017
Q1 | $11.6M | Sell |
89,246
-10,367
| -10% | -$1.34M | 0.4% | 72 |
|
2016
Q4 | $12.1M | Sell |
99,613
-26,425
| -21% | -$3.22M | 0.45% | 66 |
|
2016
Q3 | $14.5M | Sell |
126,038
-20,614
| -14% | -$2.38M | 0.59% | 54 |
|
2016
Q2 | $17.6M | Buy |
146,652
+36,421
| +33% | +$4.38M | 0.74% | 41 |
|
2016
Q1 | $13.9M | Buy |
110,231
+28,677
| +35% | +$3.6M | 0.59% | 53 |
|
2015
Q4 | $9.64M | Sell |
81,554
-2,167
| -3% | -$256K | 0.42% | 64 |
|
2015
Q3 | $8.25M | Sell |
83,721
-6,636
| -7% | -$654K | 0.48% | 58 |
|
2015
Q2 | $8.59K | Sell |
90,357
-4,382
| -5% | -$417 | 0.39% | 66 |
|
2015
Q1 | $9.23K | Sell |
94,739
-3,508
| -4% | -$342 | 0.42% | 63 |
|
2014
Q4 | $9.21M | Sell |
98,247
-3,775
| -4% | -$354K | 0.41% | 64 |
|
2014
Q3 | $9.67K | Sell |
102,022
-10,895
| -10% | -$1.03K | 0.47% | 54 |
|
2014
Q2 | $11.4M | Sell |
112,917
-8,933
| -7% | -$900K | 0.54% | 43 |
|
2014
Q1 | $11.9M | Sell |
121,850
-37,996
| -24% | -$3.72M | 0.67% | 42 |
|
2013
Q4 | $15.5K | Sell |
159,846
-4,783
| -3% | -$464 | 0.85% | 29 |
|
2013
Q3 | $15.8K | Sell |
164,629
-4,070
| -2% | -$392 | 0.91% | 26 |
|
2013
Q2 | $16.7K | Buy |
+168,699
| New | +$16.7K | 0.98% | 23 |
|