Fundsmith Investment Services’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-36,108
| Closed | -$11M | – | 33 |
|
2024
Q3 | $11M | Buy |
36,108
+1,963
| +6% | +$598K | 0.14% | 26 |
|
2024
Q2 | $8.7M | Buy |
34,145
+1,297
| +4% | +$331K | 0.11% | 28 |
|
2024
Q1 | $9.26M | Buy |
32,848
+2,404
| +8% | +$678K | 0.12% | 27 |
|
2023
Q4 | $9.03M | Buy |
30,444
+1,103
| +4% | +$327K | 0.13% | 25 |
|
2023
Q3 | $7.73M | Buy |
+29,341
| New | +$7.73M | 0.12% | 25 |
|