Founders Capital Management (Connecticut)’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-1,000
| Closed | -$224K | – | 74 |
|
2021
Q1 | $224K | Buy |
+1,000
| New | +$224K | 0.06% | 70 |
|
2018
Q1 | – | Sell |
-14,355
| Closed | -$2.47M | – | 54 |
|
2017
Q4 | $2.47M | Sell |
14,355
-162
| -1% | -$27.9K | 1.09% | 27 |
|
2017
Q3 | $2.28M | Sell |
14,517
-4,119
| -22% | -$646K | 1.08% | 27 |
|
2017
Q2 | $2.83M | Hold |
18,636
| – | – | 1.41% | 23 |
|
2017
Q1 | $2.42M | Buy |
18,636
+3
| +0% | +$389 | 1.23% | 23 |
|
2016
Q4 | $2.27M | Buy |
18,633
+14
| +0.1% | +$1.7K | 1.23% | 23 |
|
2016
Q3 | $2.15M | Sell |
18,619
-1,850
| -9% | -$213K | 1.2% | 25 |
|
2016
Q2 | $2.46M | Hold |
20,469
| – | – | 1.39% | 23 |
|
2016
Q1 | $2.57M | Hold |
20,469
| – | – | 1.5% | 22 |
|
2015
Q4 | $2.42M | Buy |
20,469
+64
| +0.3% | +$7.56K | 1.46% | 23 |
|
2015
Q3 | $2.01M | Sell |
20,405
-350
| -2% | -$34.5K | 1.3% | 25 |
|
2015
Q2 | $1.97M | Sell |
20,755
-45
| -0.2% | -$4.28K | 1.18% | 26 |
|
2015
Q1 | $2.03M | Buy |
20,800
+955
| +5% | +$93.1K | 1.21% | 24 |
|
2014
Q4 | $1.86M | Buy |
19,845
+2,010
| +11% | +$188K | 1.14% | 26 |
|
2014
Q3 | $1.69M | Buy |
17,835
+4,500
| +34% | +$427K | 1.08% | 27 |
|
2014
Q2 | $1.34M | Buy |
13,335
+4,380
| +49% | +$441K | 0.89% | 31 |
|
2014
Q1 | $878K | Buy |
+8,955
| New | +$878K | 0.7% | 32 |
|