KFS
KMS Financial Services’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $6.4M | Buy |
67,494
+1,386
| +2% | +$131K | 0.9% | 15 |
|
|
2014
Q2 | $6.66M | Buy |
66,108
+4,700
| +8% | +$473K | 0.95% | 16 |
|
|
2014
Q1 | $6.02M | Buy |
61,408
+5,190
| +9% | +$509K | 0.95% | 16 |
|
|
2013
Q4 | $5.46M | Buy |
56,218
+37,436
| +199% | +$3.63M | 0.92% | 18 |
|
|
2013
Q3 | $1.81M | Buy |
18,782
+2,549
| +16% | +$245K | 0.44% | 48 |
|
|
2013
Q2 | $1.61M | Buy |
+16,233
| New | +$1.61M | 0.45% | 46 |
|