ZAM
Zevin Asset Management’s McDonald's MCD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $547K | Hold |
1,872
| – | – | 0.08% | 54 |
|
2025
Q1 | $585K | Sell |
1,872
-2
| -0.1% | -$625 | 0.09% | 50 |
|
2024
Q4 | $543K | Buy |
1,874
+2
| +0.1% | +$580 | 0.08% | 52 |
|
2024
Q3 | $570K | Hold |
1,872
| – | – | 0.09% | 52 |
|
2024
Q2 | $477K | Hold |
1,872
| – | – | 0.08% | 53 |
|
2024
Q1 | $528K | Hold |
1,872
| – | – | 0.09% | 55 |
|
2023
Q4 | $555K | Buy |
1,872
+42
| +2% | +$12.5K | 0.1% | 56 |
|
2023
Q3 | $482K | Hold |
1,830
| – | – | 0.1% | 59 |
|
2023
Q2 | $546K | Hold |
1,830
| – | – | 0.11% | 53 |
|
2023
Q1 | $512K | Hold |
1,830
| – | – | 0.1% | 56 |
|
2022
Q4 | $482K | Hold |
1,830
| – | – | 0.1% | 56 |
|
2022
Q3 | $422K | Hold |
1,830
| – | – | 0.1% | 58 |
|
2022
Q2 | $452K | Sell |
1,830
-243
| -12% | -$60K | 0.1% | 58 |
|
2022
Q1 | $513K | Sell |
2,073
-10
| -0.5% | -$2.48K | 0.1% | 62 |
|
2021
Q4 | $558K | Sell |
2,083
-618
| -23% | -$166K | 0.1% | 63 |
|
2021
Q3 | $651K | Sell |
2,701
-132
| -5% | -$31.8K | 0.12% | 57 |
|
2021
Q2 | $654K | Buy |
2,833
+10
| +0.4% | +$2.31K | 0.13% | 56 |
|
2021
Q1 | $633K | Hold |
2,823
| – | – | 0.14% | 52 |
|
2020
Q4 | $606K | Hold |
2,823
| – | – | 0.14% | 51 |
|
2020
Q3 | $620K | Sell |
2,823
-245
| -8% | -$53.8K | 0.17% | 49 |
|
2020
Q2 | $566K | Buy |
3,068
+20
| +0.7% | +$3.69K | 0.17% | 47 |
|
2020
Q1 | $504K | Hold |
3,048
| – | – | 0.19% | 48 |
|
2019
Q4 | $602K | Hold |
3,048
| – | – | 0.18% | 55 |
|
2019
Q3 | $654K | Sell |
3,048
-545
| -15% | -$117K | 0.21% | 55 |
|
2019
Q2 | $746K | Hold |
3,593
| – | – | 0.24% | 54 |
|
2019
Q1 | $682K | Hold |
3,593
| – | – | 0.22% | 58 |
|
2018
Q4 | $638K | Hold |
3,593
| – | – | 0.23% | 60 |
|
2018
Q3 | $601K | Hold |
3,593
| – | – | 0.18% | 70 |
|
2018
Q2 | $563K | Hold |
3,593
| – | – | 0.17% | 71 |
|
2018
Q1 | $562K | Sell |
3,593
-480
| -12% | -$75.1K | 0.15% | 80 |
|
2017
Q4 | $701K | Sell |
4,073
-449
| -10% | -$77.3K | 0.16% | 80 |
|
2017
Q3 | $709K | Hold |
4,522
| – | – | 0.17% | 80 |
|
2017
Q2 | $693K | Hold |
4,522
| – | – | 0.17% | 74 |
|
2017
Q1 | $586K | Hold |
4,522
| – | – | 0.15% | 76 |
|
2016
Q4 | $550K | Hold |
4,522
| – | – | 0.14% | 78 |
|
2016
Q3 | $522K | Hold |
4,522
| – | – | 0.17% | 73 |
|
2016
Q2 | $544K | Hold |
4,522
| – | – | 0.15% | 77 |
|
2016
Q1 | $568K | Hold |
4,522
| – | – | 0.16% | 75 |
|
2015
Q4 | $534K | Hold |
4,522
| – | – | 0.14% | 84 |
|
2015
Q3 | $446K | Hold |
4,522
| – | – | 0.13% | 87 |
|
2015
Q2 | $430K | Hold |
4,522
| – | – | 0.11% | 98 |
|
2015
Q1 | $441K | Hold |
4,522
| – | – | 0.12% | 94 |
|
2014
Q4 | $424K | Hold |
4,522
| – | – | 0.12% | 99 |
|
2014
Q3 | $429K | Hold |
4,522
| – | – | 0.13% | 96 |
|
2014
Q2 | $456K | Hold |
4,522
| – | – | 0.13% | 88 |
|
2014
Q1 | $443K | Hold |
4,522
| – | – | 0.14% | 80 |
|
2013
Q4 | $439K | Sell |
4,522
-1,625
| -26% | -$158K | 0.12% | 82 |
|
2013
Q3 | $591K | Hold |
6,147
| – | – | 0.18% | 70 |
|
2013
Q2 | $609K | Buy |
+6,147
| New | +$609K | 0.21% | 67 |
|