Kovitz Investment Group’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | $3.71M | Sell |
31,410
-728
| -2% | -$86K | 0.23% | 44 |
|
|
2015
Q3 | $3.17M | Sell |
32,138
-969
| -3% | -$95.5K | 0.18% | 45 |
|
|
2015
Q2 | $3.15M | Sell |
33,107
-395
| -1% | -$37.5K | 0.17% | 50 |
|
|
2015
Q1 | $3.26M | Sell |
33,502
-1,049
| -3% | -$102K | 0.18% | 46 |
|
|
2014
Q4 | $3.24M | Sell |
34,551
-650
| -2% | -$60.9K | 0.16% | 48 |
|
|
2014
Q3 | $3.34M | Hold |
35,201
| – | – | 0.17% | 42 |
|
|
2014
Q2 | $3.55M | Sell |
35,201
-2,028
| -5% | -$204K | 0.18% | 44 |
|
|
2014
Q1 | $3.71M | Sell |
37,229
-1,739
| -4% | -$173K | 0.19% | 49 |
|
|
2013
Q4 | $3.78M | Buy |
38,968
+808
| +2% | +$78.4K | 0.17% | 41 |
|
|
2013
Q3 | $3.67M | Sell |
38,160
-1,735
| -4% | -$167K | 0.18% | 39 |
|
|
2013
Q2 | $3.95M | Buy |
+39,895
| New | +$3.95M | 0.2% | 37 |
|