Capital Management Associates (New York)’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 |
-3,300
| Closed | -$978K | – | 80 |
|
|
2023
Q4 | $978K | Hold |
3,300
| – | – | 1.25% | 31 |
|
|
2023
Q3 | $869K | Hold |
3,300
| – | – | 1.28% | 29 |
|
|
2023
Q2 | $985K | Buy |
3,300
+1,500
| +83% | +$448K | 1.45% | 24 |
|
|
2023
Q1 | $503K | Hold |
1,800
| – | – | 0.76% | 49 |
|
|
2022
Q4 | $474K | Buy |
+1,800
| New | +$474K | 0.7% | 49 |
|