Artemis Investment Management’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-32,527
| Closed | -$9.64M | – | 231 |
|
|
2023
Q4 | $9.64M | Buy |
32,527
+2,513
| +8% | +$745K | 0.14% | 122 |
|
|
2023
Q3 | $7.9M | Buy |
30,014
+17,961
| +149% | +$4.73M | 0.11% | 143 |
|
|
2023
Q2 | $3.59M | Buy |
+12,053
| New | +$3.59M | 0.04% | 174 |
|
|
2022
Q3 | – | Sell |
-1,072
| Closed | -$265K | – | 260 |
|
|
2022
Q2 | $265K | Sell |
1,072
-86,213
| -99% | -$21.3M | ﹤0.01% | 231 |
|
|
2022
Q1 | $21.6M | Buy |
87,285
+33,745
| +63% | +$8.34M | 0.17% | 145 |
|
|
2021
Q4 | $14.3M | Sell |
53,540
-14,085
| -21% | -$3.77M | 0.1% | 168 |
|
|
2021
Q3 | $16.3M | Buy |
+67,625
| New | +$16.3M | 0.13% | 163 |
|
|
2020
Q4 | – | Sell |
-165,593
| Closed | -$36.3M | – | 283 |
|
|
2020
Q3 | $36.3M | Buy |
165,593
+28,656
| +21% | +$6.29M | 0.46% | 65 |
|
|
2020
Q2 | $25.3M | Sell |
136,937
-50,635
| -27% | -$9.34M | 0.34% | 82 |
|
|
2020
Q1 | $31K | Buy |
187,572
+38,936
| +26% | +$6.44K | 0.05% | 53 |
|
|
2019
Q4 | $29.4M | Sell |
148,636
-64,963
| -30% | -$12.8M | 0.37% | 86 |
|
|
2019
Q3 | $45.8M | Buy |
213,599
+18,773
| +10% | +$4.02M | 0.63% | 54 |
|
|
2019
Q2 | $40.4M | Buy |
194,826
+106,125
| +120% | +$22M | 0.48% | 64 |
|
|
2019
Q1 | $16.9M | Sell |
88,701
-30,868
| -26% | -$5.87M | 0.2% | 145 |
|
|
2018
Q4 | $21.2M | Buy |
119,569
+116,961
| +4,485% | +$20.8M | 0.28% | 107 |
|
|
2018
Q3 | $436K | Hold |
2,608
| – | – | ﹤0.01% | 278 |
|
|
2018
Q2 | $409K | Sell |
2,608
-35,878
| -93% | -$5.63M | 0.01% | 224 |
|
|
2018
Q1 | $6.1M | Sell |
38,486
-27,786
| -42% | -$4.41M | 0.09% | 168 |
|
|
2017
Q4 | $11.4M | Hold |
66,272
| – | – | 0.19% | 119 |
|
|
2017
Q3 | $10.4M | Buy |
+66,272
| New | +$10.4M | 0.21% | 118 |
|
|
2017
Q1 | – | Sell |
-58,900
| Closed | -$7.17M | – | 224 |
|
|
2016
Q4 | $7.17M | Buy |
58,900
+56,528
| +2,383% | +$6.88M | 0.19% | 126 |
|
|
2016
Q3 | $274K | Sell |
2,372
-1,366
| -37% | -$158K | 0.01% | 204 |
|
|
2016
Q2 | $450K | Hold |
3,738
| – | – | 0.01% | 216 |
|
|
2016
Q1 | $470K | Buy |
+3,738
| New | +$470K | 0.01% | 218 |
|