Crystal Rock Capital Management’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 |
-12,385
| Closed | -$3.49M | – | 28 |
|
|
2024
Q1 | $3.49M | Hold |
12,385
| – | – | 2.03% | 20 |
|
|
2023
Q4 | $3.67M | Sell |
12,385
-4,200
| -25% | -$1.25M | 2.42% | 20 |
|
|
2023
Q3 | $4.37M | Hold |
16,585
| – | – | 3.33% | 10 |
|
|
2023
Q2 | $4.95M | Hold |
16,585
| – | – | 3.66% | 12 |
|
|
2023
Q1 | $4.64M | Sell |
16,585
-4,000
| -19% | -$1.12M | 3.84% | 12 |
|
|
2022
Q4 | $5.42M | Sell |
20,585
-38,961
| -65% | -$10.3M | 4.67% | 8 |
|
|
2022
Q3 | $8.08M | Buy |
59,546
+39,421
| +196% | +$5.35M | 8.32% | 2 |
|
|
2022
Q2 | $4.97M | Buy |
+20,125
| New | +$4.97M | 4.71% | 5 |
|