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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