Benson Investment Management Company’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 |
-15,774
| Closed | -$4.45M | – | 52 |
|
|
2024
Q1 | $4.45M | Buy |
15,774
+205
| +1% | +$57.8K | 1.89% | 34 |
|
|
2023
Q4 | $4.62M | Buy |
+15,569
| New | +$4.62M | 2.36% | 16 |
|
|
2021
Q3 | – | Sell |
-17,798
| Closed | -$4.11M | – | 67 |
|
|
2021
Q2 | $4.11M | Buy |
17,798
+240
| +1% | +$55.4K | 2.09% | 19 |
|
|
2021
Q1 | $3.94M | Sell |
17,558
-482
| -3% | -$108K | 2.3% | 23 |
|
|
2020
Q4 | $3.87M | Buy |
18,040
+930
| +5% | +$200K | 2.36% | 24 |
|
|
2020
Q3 | $3.76M | Sell |
17,110
-85
| -0.5% | -$18.7K | 2.41% | 22 |
|
|
2020
Q2 | $3.17M | Buy |
17,195
+105
| +0.6% | +$19.4K | 2.19% | 29 |
|
|
2020
Q1 | $2.83M | Buy |
17,090
+40
| +0.2% | +$6.61K | 2.27% | 29 |
|
|
2019
Q4 | $3.37M | Buy |
17,050
+250
| +1% | +$49.4K | 2.17% | 32 |
|
|
2019
Q3 | $3.61M | Sell |
16,800
-595
| -3% | -$128K | 2.59% | 15 |
|
|
2019
Q2 | $3.61M | Sell |
17,395
-365
| -2% | -$75.8K | 2.72% | 14 |
|
|
2019
Q1 | $3.37M | Buy |
17,760
+150
| +0.9% | +$28.5K | 2.61% | 14 |
|
|
2018
Q4 | $3.13M | Sell |
17,610
-835
| -5% | -$148K | 2.65% | 11 |
|
|
2018
Q3 | $3.09M | Buy |
18,445
+560
| +3% | +$93.7K | 2.32% | 20 |
|
|
2018
Q2 | $2.8M | Buy |
+17,885
| New | +$2.8M | 2.2% | 22 |
|