Cannell & Co’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | $1.39M | Buy |
4,677
+510
| +12% | +$151K | 0.04% | 153 |
|
2023
Q3 | $1.1M | Buy |
4,167
+425
| +11% | +$112K | 0.04% | 156 |
|
2023
Q2 | $1.12M | Buy |
3,742
+425
| +13% | +$127K | 0.04% | 162 |
|
2023
Q1 | $927K | Hold |
3,317
| – | – | 0.03% | 175 |
|
2022
Q4 | $874K | Buy |
3,317
+157
| +5% | +$41.4K | 0.03% | 175 |
|
2022
Q3 | $729K | Hold |
3,160
| – | – | 0.03% | 180 |
|
2022
Q2 | $780K | Hold |
3,160
| – | – | 0.03% | 182 |
|
2022
Q1 | $781K | Hold |
3,160
| – | – | 0.02% | 196 |
|
2021
Q4 | $847K | Hold |
3,160
| – | – | 0.02% | 192 |
|
2021
Q3 | $762K | Hold |
3,160
| – | – | 0.02% | 194 |
|
2021
Q2 | $730K | Hold |
3,160
| – | – | 0.02% | 200 |
|
2021
Q1 | $708K | Hold |
3,160
| – | – | 0.02% | 200 |
|
2020
Q4 | $678K | Hold |
3,160
| – | – | 0.02% | 192 |
|
2020
Q3 | $694K | Hold |
3,160
| – | – | 0.03% | 165 |
|
2020
Q2 | $583K | Hold |
3,160
| – | – | 0.02% | 170 |
|
2020
Q1 | $523K | Hold |
3,160
| – | – | 0.03% | 170 |
|
2019
Q4 | $624K | Sell |
3,160
-13
| -0.4% | -$2.57K | 0.02% | 184 |
|
2019
Q3 | $681K | Hold |
3,173
| – | – | 0.03% | 180 |
|
2019
Q2 | $659K | Sell |
3,173
-700
| -18% | -$145K | 0.02% | 182 |
|
2019
Q1 | $735K | Sell |
3,873
-270
| -7% | -$51.2K | 0.03% | 175 |
|
2018
Q4 | $736K | Sell |
4,143
-530
| -11% | -$94.2K | 0.03% | 172 |
|
2018
Q3 | $782K | Hold |
4,673
| – | – | 0.03% | 183 |
|
2018
Q2 | $732K | Hold |
4,673
| – | – | 0.03% | 185 |
|
2018
Q1 | $731K | Sell |
4,673
-101
| -2% | -$15.8K | 0.03% | 183 |
|
2017
Q4 | $822K | Buy |
4,774
+114
| +2% | +$19.6K | 0.03% | 180 |
|
2017
Q3 | $730K | Hold |
4,660
| – | – | 0.03% | 185 |
|
2017
Q2 | $714K | Hold |
4,660
| – | – | 0.02% | 183 |
|
2017
Q1 | $604K | Hold |
4,660
| – | – | 0.02% | 193 |
|
2016
Q4 | $567K | Sell |
4,660
-233
| -5% | -$28.4K | 0.02% | 190 |
|
2016
Q3 | $564K | Buy |
4,893
+50
| +1% | +$5.76K | 0.02% | 197 |
|
2016
Q2 | $583K | Hold |
4,843
| – | – | 0.02% | 197 |
|
2016
Q1 | $609K | Hold |
4,843
| – | – | 0.02% | 197 |
|
2015
Q4 | $572K | Hold |
4,843
| – | – | 0.02% | 198 |
|
2015
Q3 | $477K | Hold |
4,843
| – | – | 0.02% | 206 |
|
2015
Q2 | $460K | Hold |
4,843
| – | – | 0.01% | 205 |
|
2015
Q1 | $472K | Hold |
4,843
| – | – | 0.01% | 202 |
|
2014
Q4 | $454K | Hold |
4,843
| – | – | 0.01% | 205 |
|
2014
Q3 | $459K | Sell |
4,843
-12,792
| -73% | -$1.21M | 0.01% | 206 |
|
2014
Q2 | $1.78M | Buy |
17,635
+150
| +0.9% | +$15.1K | 0.05% | 152 |
|
2014
Q1 | $1.71M | Buy |
+17,485
| New | +$1.71M | 0.06% | 156 |
|