Lodestar Investment Counsel’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $1.57M | Hold |
7,579
| – | – | 0.16% | 78 |
|
|
2019
Q1 | $1.44M | Sell |
7,579
-75
| -1% | -$14.2K | 0.15% | 79 |
|
|
2018
Q4 | $1.36M | Buy |
7,654
+324
| +4% | +$57.5K | 0.17% | 77 |
|
|
2018
Q3 | $1.23M | Hold |
7,330
| – | – | 0.13% | 85 |
|
|
2018
Q2 | $1.15M | Sell |
7,330
-100
| -1% | -$15.7K | 0.13% | 89 |
|
|
2018
Q1 | $1.16M | Hold |
7,430
| – | – | 0.14% | 78 |
|
|
2017
Q4 | $1.28M | Sell |
7,430
-100
| -1% | -$17.2K | 0.15% | 78 |
|
|
2017
Q3 | $1.18M | Sell |
7,530
-60
| -0.8% | -$9.4K | 0.15% | 78 |
|
|
2017
Q2 | $1.16M | Sell |
7,590
-443
| -6% | -$67.8K | 0.15% | 72 |
|
|
2017
Q1 | $1.04M | Sell |
8,033
-21
| -0.3% | -$2.72K | 0.14% | 77 |
|
|
2016
Q4 | $980K | Sell |
8,054
-23
| -0.3% | -$2.8K | 0.13% | 78 |
|
|
2016
Q3 | $932K | Sell |
8,077
-256
| -3% | -$29.5K | 0.13% | 77 |
|
|
2016
Q2 | $1M | Buy |
8,333
+100
| +1% | +$12K | 0.14% | 74 |
|
|
2016
Q1 | $1.04M | Buy |
8,233
+4,600
| +127% | +$578K | 0.15% | 78 |
|
|
2015
Q4 | $429K | Buy |
3,633
+41
| +1% | +$4.84K | 0.07% | 107 |
|
|
2015
Q3 | $354K | Sell |
3,592
-700
| -16% | -$69K | 0.06% | 115 |
|
|
2015
Q2 | $408K | Sell |
4,292
-5,550
| -56% | -$528K | 0.06% | 112 |
|
|
2015
Q1 | $959K | Sell |
9,842
-2,192
| -18% | -$214K | 0.15% | 73 |
|
|
2014
Q4 | $1.13M | Sell |
12,034
-1,888
| -14% | -$177K | 0.32% | 48 |
|
|
2014
Q3 | $1.32M | Hold |
13,922
| – | – | 0.4% | 46 |
|
|
2014
Q2 | $1.4M | Sell |
13,922
-436
| -3% | -$43.9K | 0.42% | 46 |
|
|
2014
Q1 | $1.41M | Buy |
14,358
+525
| +4% | +$51.5K | 0.44% | 45 |
|
|
2013
Q4 | $1.34M | Buy |
13,833
+6,375
| +85% | +$618K | 0.44% | 44 |
|
|
2013
Q3 | $717K | Buy |
7,458
+3,301
| +79% | +$317K | 0.26% | 55 |
|
|
2013
Q2 | $412K | Buy |
+4,157
| New | +$412K | 0.16% | 67 |
|