Horizon Kinetics’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $810K | Buy |
4,562
+105
| +2% | +$18.6K | 0.03% | 183 |
|
|
2018
Q3 | $746K | Hold |
4,457
| – | – | 0.02% | 217 |
|
|
2018
Q2 | $698K | Hold |
4,457
| – | – | 0.02% | 223 |
|
|
2018
Q1 | $697K | Hold |
4,457
| – | – | 0.02% | 225 |
|
|
2017
Q4 | $767K | Hold |
4,457
| – | – | 0.02% | 215 |
|
|
2017
Q3 | $698K | Hold |
4,457
| – | – | 0.02% | 232 |
|
|
2017
Q2 | $683K | Hold |
4,457
| – | – | 0.02% | 241 |
|
|
2017
Q1 | $578K | Buy |
4,457
+700
| +19% | +$90.8K | 0.02% | 266 |
|
|
2016
Q4 | $457K | Hold |
3,757
| – | – | 0.01% | 287 |
|
|
2016
Q3 | $433K | Sell |
3,757
-165
| -4% | -$19K | 0.01% | 324 |
|
|
2016
Q2 | $472K | Hold |
3,922
| – | – | 0.01% | 313 |
|
|
2016
Q1 | $493K | Sell |
3,922
-204
| -5% | -$25.6K | 0.01% | 397 |
|
|
2015
Q4 | $487K | Sell |
4,126
-1,500
| -27% | -$177K | 0.01% | 395 |
|
|
2015
Q3 | $554K | Sell |
5,626
-787
| -12% | -$77.5K | 0.01% | 371 |
|
|
2015
Q2 | $610K | Hold |
6,413
| – | – | 0.01% | 378 |
|
|
2015
Q1 | $625K | Sell |
6,413
-1,000
| -13% | -$97.5K | 0.01% | 382 |
|
|
2014
Q4 | $695K | Hold |
7,413
| – | – | 0.01% | 383 |
|
|
2014
Q3 | $703K | Buy |
7,413
+400
| +6% | +$37.9K | 0.01% | 368 |
|
|
2014
Q2 | $706K | Hold |
7,013
| – | – | 0.01% | 381 |
|
|
2014
Q1 | $687K | Sell |
7,013
-941
| -12% | -$92.2K | 0.01% | 390 |
|
|
2013
Q4 | $772K | Sell |
7,954
-2,000
| -20% | -$194K | 0.01% | 271 |
|
|
2013
Q3 | $958K | Buy |
9,954
+7,113
| +250% | +$685K | 0.01% | 241 |
|
|
2013
Q2 | $281K | Buy |
+2,841
| New | +$281K | ﹤0.01% | 371 |
|