Chartwell Investment Partners’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $4.57M | Hold |
15,000
| – | – | 0.16% | 198 |
|
|
2024
Q2 | $3.82M | Buy |
+15,000
| New | +$3.82M | 0.13% | 215 |
|
|
2020
Q1 | – | Sell |
-17,418
| Closed | -$3.44M | – | 412 |
|
|
2019
Q4 | $3.44M | Sell |
17,418
-26
| -0.1% | -$5.14K | 0.11% | 221 |
|
|
2019
Q3 | $3.75M | Sell |
17,444
-53
| -0.3% | -$11.4K | 0.13% | 233 |
|
|
2019
Q2 | $3.63M | Sell |
17,497
-997
| -5% | -$207K | 0.12% | 246 |
|
|
2019
Q1 | $3.51M | Hold |
18,494
| – | – | 0.11% | 247 |
|
|
2018
Q4 | $3.28M | Sell |
18,494
-70
| -0.4% | -$12.4K | 0.12% | 255 |
|
|
2018
Q3 | $3.11M | Sell |
18,564
-850
| -4% | -$142K | 0.09% | 304 |
|
|
2018
Q2 | $3.04M | Buy |
+19,414
| New | +$3.04M | 0.09% | 300 |
|
|
2014
Q1 | – | Sell |
-22,895
| Closed | -$2.22M | – | 359 |
|
|
2013
Q4 | $2.22M | Sell |
22,895
-20
| -0.1% | -$1.94K | 0.05% | 294 |
|
|
2013
Q3 | $2.21M | Sell |
22,915
-64,290
| -74% | -$6.19M | 0.05% | 302 |
|
|
2013
Q2 | $8.63M | Buy |
+87,205
| New | +$8.63M | 0.22% | 182 |
|