Axiom Investors’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-669
| Closed | -$189K | – | 138 |
|
|
2024
Q1 | $189K | Sell |
669
-560
| -46% | -$158K | ﹤0.01% | 136 |
|
|
2023
Q4 | $364K | Sell |
1,229
-1,911
| -61% | -$567K | ﹤0.01% | 131 |
|
|
2023
Q3 | $827K | Buy |
3,140
+922
| +42% | +$243K | 0.01% | 119 |
|
|
2023
Q2 | $662K | Buy |
+2,218
| New | +$662K | 0.01% | 123 |
|
|
2018
Q3 | – | Sell |
-110,691
| Closed | -$17.3M | – | 145 |
|
|
2018
Q2 | $17.3M | Sell |
110,691
-136,190
| -55% | -$21.3M | 0.52% | 49 |
|
|
2018
Q1 | $38.6M | Sell |
246,881
-53,140
| -18% | -$8.31M | 0.95% | 34 |
|
|
2017
Q4 | $51.6M | Sell |
300,021
-8,294
| -3% | -$1.43M | 1.29% | 26 |
|
|
2017
Q3 | $48.3M | Buy |
308,315
+156,505
| +103% | +$24.5M | 1.08% | 29 |
|
|
2017
Q2 | $23.3M | Buy |
+151,810
| New | +$23.3M | 0.56% | 54 |
|
|
2016
Q2 | – | Sell |
-637,865
| Closed | -$80.2M | – | 148 |
|
|
2016
Q1 | $80.2M | Buy |
637,865
+41,467
| +7% | +$5.21M | 2.49% | 8 |
|
|
2015
Q4 | $70.5M | Sell |
596,398
-111,312
| -16% | -$13.2M | 2.28% | 13 |
|
|
2015
Q3 | $69.7M | Sell |
707,710
-51,085
| -7% | -$5.03M | 2.2% | 11 |
|
|
2015
Q2 | $72.1M | Buy |
758,795
+35,477
| +5% | +$3.37M | 2.07% | 15 |
|
|
2015
Q1 | $70.5M | Buy |
+723,318
| New | +$70.5M | 1.91% | 18 |
|