East Coast Asset Management’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-1,574
| Closed | -$290K | – | 60 |
|
|
2020
Q2 | $290K | Hold |
1,574
| – | – | 0.08% | 57 |
|
|
2020
Q1 | $260K | Sell |
1,574
-10
| -0.6% | -$1.65K | 0.1% | 51 |
|
|
2019
Q4 | $313K | Hold |
1,584
| – | – | 0.09% | 57 |
|
|
2019
Q3 | $340K | Hold |
1,584
| – | – | 0.1% | 59 |
|
|
2019
Q2 | $329K | Buy |
1,584
+49
| +3% | +$10.2K | 0.09% | 60 |
|
|
2019
Q1 | $291K | Hold |
1,535
| – | – | 0.07% | 64 |
|
|
2018
Q4 | $273K | Hold |
1,535
| – | – | 0.08% | 62 |
|
|
2018
Q3 | $257K | Hold |
1,535
| – | – | 0.07% | 68 |
|
|
2018
Q2 | $241K | Hold |
1,535
| – | – | 0.07% | 68 |
|
|
2018
Q1 | $240K | Sell |
1,535
-1,797
| -54% | -$281K | 0.07% | 70 |
|
|
2017
Q4 | $574K | Sell |
3,332
-1,777
| -35% | -$306K | 0.16% | 62 |
|
|
2017
Q3 | $800K | Buy |
5,109
+60
| +1% | +$9.4K | 0.21% | 58 |
|
|
2017
Q2 | $773K | Buy |
5,049
+70
| +1% | +$10.7K | 0.21% | 62 |
|
|
2017
Q1 | $645K | Sell |
4,979
-80
| -2% | -$10.4K | 0.18% | 66 |
|
|
2016
Q4 | $616K | Buy |
5,059
+1,035
| +26% | +$126K | 0.19% | 67 |
|
|
2016
Q3 | $464K | Buy |
4,024
+1,240
| +45% | +$143K | 0.24% | 75 |
|
|
2016
Q2 | $335K | Hold |
2,784
| – | – | 0.18% | 84 |
|
|
2016
Q1 | $350K | Hold |
2,784
| – | – | 0.19% | 86 |
|
|
2015
Q4 | $329K | Hold |
2,784
| – | – | 0.18% | 86 |
|
|
2015
Q3 | $274K | Sell |
2,784
-618
| -18% | -$60.8K | 0.17% | 92 |
|
|
2015
Q2 | $323K | Sell |
3,402
-213
| -6% | -$20.2K | 0.17% | 93 |
|
|
2015
Q1 | $352K | Buy |
3,615
+172
| +5% | +$16.7K | 0.19% | 92 |
|
|
2014
Q4 | $323K | Sell |
3,443
-52
| -1% | -$4.88K | 0.18% | 96 |
|
|
2014
Q3 | $331K | Hold |
3,495
| – | – | 0.19% | 93 |
|
|
2014
Q2 | $352K | Hold |
3,495
| – | – | 0.19% | 93 |
|
|
2014
Q1 | $343K | Sell |
3,495
-150
| -4% | -$14.7K | 0.2% | 93 |
|
|
2013
Q4 | $354K | Buy |
3,645
+10
| +0.3% | +$971 | 0.21% | 97 |
|
|
2013
Q3 | $350K | Sell |
3,635
-100
| -3% | -$9.63K | 0.23% | 100 |
|
|
2013
Q2 | $370K | Buy |
+3,735
| New | +$370K | 0.2% | 99 |
|