Coho 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
Q2 | – | Sell |
-894
| Closed | -$252K | – | 64 |
|
|
2024
Q1 | $252K | Sell |
894
-33
| -4% | -$9.3K | 0.01% | 68 |
|
|
2023
Q4 | $275K | Buy |
+927
| New | +$275K | 0.01% | 75 |
|
|
2017
Q3 | – | Sell |
-13,192
| Closed | -$2.02M | – | 57 |
|
|
2017
Q2 | $2.02M | Buy |
+13,192
| New | +$2.02M | 0.05% | 33 |
|
|
2016
Q4 | – | Sell |
-11,253
| Closed | -$1.3M | – | 62 |
|
|
2016
Q3 | $1.3M | Sell |
11,253
-6,665
| -37% | -$769K | 0.05% | 36 |
|
|
2016
Q2 | $2.16M | Buy |
17,918
+300
| +2% | +$36.1K | 0.08% | 36 |
|
|
2016
Q1 | $2.21M | Sell |
17,618
-15,950
| -48% | -$2M | 0.09% | 35 |
|
|
2015
Q4 | $3.97M | Hold |
33,568
| – | – | 0.18% | 31 |
|
|
2015
Q3 | $3.31M | Buy |
+33,568
| New | +$3.31M | 0.16% | 33 |
|