Karp Capital Management’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-9,405
| Closed | -$2.17M | – | 73 |
|
|
2022
Q3 | $2.17M | Buy |
9,405
+6,581
| +233% | +$1.52M | 0.44% | 56 |
|
|
2022
Q2 | $697K | Hold |
2,824
| – | – | 0.12% | 98 |
|
|
2022
Q1 | $698K | Hold |
2,824
| – | – | 0.1% | 90 |
|
|
2021
Q4 | $757K | Sell |
2,824
-200
| -7% | -$53.6K | 0.09% | 93 |
|
|
2021
Q3 | $729K | Buy |
3,024
+100
| +3% | +$24.1K | 0.1% | 110 |
|
|
2021
Q2 | $675K | Hold |
2,924
| – | – | 0.1% | 112 |
|
|
2021
Q1 | $655K | Buy |
2,924
+100
| +4% | +$22.4K | 0.12% | 94 |
|
|
2020
Q4 | $606K | Buy |
+2,824
| New | +$606K | 0.12% | 89 |
|
|
2018
Q4 | – | Sell |
-4,913
| Closed | -$822K | – | 412 |
|
|
2018
Q3 | $822K | Buy |
4,913
+131
| +3% | +$21.9K | 0.28% | 88 |
|
|
2018
Q2 | $749K | Buy |
4,782
+406
| +9% | +$63.6K | 0.29% | 83 |
|
|
2018
Q1 | $684K | Buy |
+4,376
| New | +$684K | 0.28% | 85 |
|
|
2015
Q4 | – | Sell |
-925
| Closed | -$91K | – | 213 |
|
|
2015
Q3 | $91K | Hold |
925
| – | – | 0.06% | 135 |
|
|
2015
Q2 | $88K | Hold |
925
| – | – | 0.06% | 136 |
|
|
2015
Q1 | $90K | Sell |
925
-288
| -24% | -$28K | 0.06% | 140 |
|
|
2014
Q4 | $114K | Buy |
+1,213
| New | +$114K | 0.08% | 130 |
|