Kings Point 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
Q1 | $14.4M | Buy |
58,111
+1,243
| +2% | +$307K | 1.25% | 31 |
|
|
2021
Q4 | $15.2M | Sell |
56,868
-361
| -0.6% | -$96.8K | 1.25% | 29 |
|
|
2021
Q3 | $13.8M | Buy |
57,229
+1,976
| +4% | +$476K | 1.23% | 26 |
|
|
2021
Q2 | $12.8M | Sell |
55,253
-66
| -0.1% | -$15.2K | 1.16% | 30 |
|
|
2021
Q1 | $12.4M | Sell |
55,319
-78
| -0.1% | -$17.5K | 1.22% | 27 |
|
|
2020
Q4 | $11.9M | Buy |
55,397
+699
| +1% | +$150K | 1.27% | 24 |
|
|
2020
Q3 | $12M | Sell |
54,698
-1,421
| -3% | -$312K | 1.5% | 18 |
|
|
2020
Q2 | $10.4M | Buy |
56,119
+1,313
| +2% | +$242K | 1.5% | 17 |
|
|
2020
Q1 | $9.06M | Buy |
54,806
+17,736
| +48% | +$2.93M | 1.6% | 16 |
|
|
2019
Q4 | $7.33M | Buy |
37,070
+2,632
| +8% | +$520K | 1.08% | 37 |
|
|
2019
Q3 | $7.39M | Buy |
34,438
+283
| +0.8% | +$60.8K | 1.25% | 31 |
|
|
2019
Q2 | $7.09M | Buy |
34,155
+13,070
| +62% | +$2.71M | 1.3% | 31 |
|
|
2019
Q1 | $4M | Buy |
21,085
+2,164
| +11% | +$411K | 0.8% | 50 |
|
|
2018
Q4 | $3.36M | Sell |
18,921
-353
| -2% | -$62.7K | 0.75% | 51 |
|
|
2018
Q3 | $3.22M | Buy |
19,274
+2,710
| +16% | +$453K | 0.6% | 60 |
|
|
2018
Q2 | $2.6M | Buy |
16,564
+3,797
| +30% | +$595K | 0.51% | 65 |
|
|
2018
Q1 | $2M | Buy |
12,767
+10,913
| +589% | +$1.71M | 0.4% | 69 |
|
|
2017
Q4 | $319K | Sell |
1,854
-532
| -22% | -$91.5K | 0.07% | 126 |
|
|
2017
Q3 | $374K | Buy |
2,386
+332
| +16% | +$52K | 0.08% | 119 |
|
|
2017
Q2 | $315K | Buy |
2,054
+79
| +4% | +$12.1K | 0.07% | 121 |
|
|
2017
Q1 | $256K | Buy |
1,975
+1,775
| +888% | +$230K | 0.06% | 125 |
|
|
2016
Q4 | $24K | Sell |
200
-417
| -68% | -$50K | 0.01% | 248 |
|
|
2016
Q3 | $71K | Buy |
617
+142
| +30% | +$16.3K | 0.02% | 167 |
|
|
2016
Q2 | $57K | Buy |
475
+200
| +73% | +$24K | 0.01% | 176 |
|
|
2016
Q1 | $35K | Sell |
275
-257
| -48% | -$32.7K | 0.01% | 213 |
|
|
2015
Q4 | $63K | Buy |
532
+257
| +93% | +$30.4K | 0.02% | 181 |
|
|
2015
Q3 | $27K | Hold |
275
| – | – | 0.01% | 279 |
|
|
2015
Q2 | $26K | Buy |
+275
| New | +$26K | 0.01% | 276 |
|
|
2014
Q3 | – | Sell |
-1,981
| Closed | -$200K | – | 323 |
|
|
2014
Q2 | $200K | Buy |
1,981
+50
| +3% | +$5.05K | 0.06% | 105 |
|
|
2014
Q1 | $189K | Buy |
1,931
+50
| +3% | +$4.89K | 0.06% | 103 |
|
|
2013
Q4 | $183K | Sell |
1,881
-675
| -26% | -$65.7K | 0.06% | 97 |
|
|
2013
Q3 | $246K | Buy |
2,556
+35
| +1% | +$3.37K | 0.09% | 82 |
|
|
2013
Q2 | $250K | Buy |
+2,521
| New | +$250K | 0.1% | 89 |
|