Jacobs Levy Equity Management’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-11,239
| Closed | -$3.51M | – | 1113 |
|
|
2025
Q1 | $3.51M | Buy |
+11,239
| New | +$3.51M | 0.01% | 541 |
|
|
2017
Q4 | – | Sell |
-23,559
| Closed | -$3.69M | – | 1035 |
|
|
2017
Q3 | $3.69M | Buy |
23,559
+7,709
| +49% | +$1.21M | 0.07% | 302 |
|
|
2017
Q2 | $2.43M | Buy |
15,850
+2,020
| +15% | +$309K | 0.05% | 388 |
|
|
2017
Q1 | $1.79M | Sell |
13,830
-15,970
| -54% | -$2.07M | 0.04% | 446 |
|
|
2016
Q4 | $3.63M | Sell |
29,800
-12,040
| -29% | -$1.47M | 0.07% | 307 |
|
|
2016
Q3 | $4.83M | Sell |
41,840
-82,750
| -66% | -$9.55M | 0.09% | 273 |
|
|
2016
Q2 | $15M | Sell |
124,590
-42,430
| -25% | -$5.11M | 0.31% | 85 |
|
|
2016
Q1 | $21M | Buy |
167,020
+136,180
| +442% | +$17.1M | 0.44% | 51 |
|
|
2015
Q4 | $3.64M | Buy |
+30,840
| New | +$3.64M | 0.07% | 252 |
|