VAS
Vestmark Advisory Solutions’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.61M | Sell |
8,925
-5,029
| -36% | -$1.47M | 0.04% | 331 |
|
|
2025
Q1 | $4.36M | Buy |
13,954
+6,384
| +84% | +$1.99M | 0.11% | 229 |
|
|
2024
Q4 | $2.19M | Buy |
7,570
+1,243
| +20% | +$360K | 0.08% | 247 |
|
|
2024
Q3 | $1.93M | Sell |
6,327
-50
| -0.8% | -$15.2K | 0.07% | 249 |
|
|
2024
Q2 | $1.63M | Buy |
6,377
+7
| +0.1% | +$1.78K | 0.07% | 267 |
|
|
2024
Q1 | $1.8M | Buy |
6,370
+497
| +8% | +$140K | 0.08% | 250 |
|
|
2023
Q4 | $1.74M | Sell |
5,873
-335
| -5% | -$99.3K | 0.09% | 237 |
|
|
2023
Q3 | $1.64M | Sell |
6,208
-12,980
| -68% | -$3.42M | 0.12% | 197 |
|
|
2023
Q2 | $5.73M | Buy |
19,188
+913
| +5% | +$272K | 0.22% | 118 |
|
|
2023
Q1 | $5.11M | Buy |
18,275
+976
| +6% | +$273K | 0.22% | 124 |
|
|
2022
Q4 | $4.56M | Buy |
17,299
+684
| +4% | +$180K | 0.22% | 121 |
|
|
2022
Q3 | $3.83M | Buy |
16,615
+2,087
| +14% | +$482K | 0.21% | 124 |
|
|
2022
Q2 | $3.59M | Buy |
14,528
+4,249
| +41% | +$1.05M | 0.2% | 122 |
|
|
2022
Q1 | $2.54M | Buy |
10,279
+929
| +10% | +$230K | 0.14% | 182 |
|
|
2021
Q4 | $2.51M | Buy |
9,350
+1,628
| +21% | +$437K | 0.14% | 178 |
|
|
2021
Q3 | $1.86M | Buy |
7,722
+964
| +14% | +$232K | 0.13% | 209 |
|
|
2021
Q2 | $1.56M | Buy |
6,758
+822
| +14% | +$190K | 0.11% | 230 |
|
|
2021
Q1 | $1.33M | Buy |
5,936
+29
| +0.5% | +$6.5K | 0.12% | 234 |
|
|
2020
Q4 | $1.27M | Buy |
5,907
+405
| +7% | +$86.9K | 0.14% | 196 |
|
|
2020
Q3 | $1.21M | Buy |
5,502
+271
| +5% | +$59.5K | 0.16% | 181 |
|
|
2020
Q2 | $965K | Sell |
5,231
-1,842
| -26% | -$340K | 0.15% | 192 |
|
|
2020
Q1 | $1.17M | Buy |
+7,073
| New | +$1.17M | 0.23% | 142 |
|
|
2019
Q4 | – | Sell |
-8,852
| Closed | -$1.9M | – | 423 |
|
|
2019
Q3 | $1.9M | Buy |
8,852
+1,877
| +27% | +$403K | 0.31% | 92 |
|
|
2019
Q2 | $1.45M | Sell |
6,975
-4,201
| -38% | -$872K | 0.25% | 126 |
|
|
2019
Q1 | $2.12M | Buy |
+11,176
| New | +$2.12M | 0.38% | 68 |
|