Zevin 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 | $547K | Hold |
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|
2025
Q1 | $585K | Sell |
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|
2024
Q4 | $543K | Buy |
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|
2024
Q3 | $570K | Hold |
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|
2024
Q2 | $477K | Hold |
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|
2024
Q1 | $528K | Hold |
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|
2023
Q4 | $555K | Buy |
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|
2023
Q3 | $482K | Hold |
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|
2023
Q2 | $546K | Hold |
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|
2023
Q1 | $512K | Hold |
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|
2022
Q4 | $482K | Hold |
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|
2022
Q3 | $422K | Hold |
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|
2022
Q2 | $452K | Sell |
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|
2022
Q1 | $513K | Sell |
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|
2021
Q4 | $558K | Sell |
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|
2021
Q3 | $651K | Sell |
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|
2021
Q2 | $654K | Buy |
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|
2021
Q1 | $633K | Hold |
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|
2020
Q4 | $606K | Hold |
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|
2020
Q3 | $620K | Sell |
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|
2020
Q2 | $566K | Buy |
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|
2020
Q1 | $504K | Hold |
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|
2019
Q4 | $602K | Hold |
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|
2019
Q3 | $654K | Sell |
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|
2019
Q2 | $746K | Hold |
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|
2019
Q1 | $682K | Hold |
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|
2018
Q4 | $638K | Hold |
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|
2018
Q3 | $601K | Hold |
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|
2018
Q2 | $563K | Hold |
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|
2018
Q1 | $562K | Sell |
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|
2017
Q4 | $701K | Sell |
|
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|
2017
Q3 | $709K | Hold |
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|
2017
Q2 | $693K | Hold |
|
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|
2017
Q1 | $586K | Hold |
|
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|
2016
Q4 | $550K | Hold |
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|
2016
Q3 | $522K | Hold |
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|
2016
Q2 | $544K | Hold |
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|
2016
Q1 | $568K | Hold |
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|
2015
Q4 | $534K | Hold |
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|
2015
Q3 | $446K | Hold |
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|
2015
Q2 | $430K | Hold |
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|
2015
Q1 | $441K | Hold |
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|
2014
Q4 | $424K | Hold |
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|
2014
Q3 | $429K | Hold |
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|
2014
Q2 | $456K | Hold |
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|
2014
Q1 | $443K | Hold |
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|
2013
Q4 | $439K | Sell |
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|
2013
Q3 | $591K | Hold |
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|
2013
Q2 | $609K | Buy |
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