Mercer Capital Advisers’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $1.34M | Sell |
5,564
-750
| -12% | -$181K | 0.72% | 24 |
|
|
2021
Q2 | $1.46M | Sell |
6,314
-200
| -3% | -$46.2K | 0.73% | 25 |
|
|
2021
Q1 | $1.46M | Sell |
6,514
-815
| -11% | -$183K | 0.78% | 25 |
|
|
2020
Q4 | $1.57M | Hold |
7,329
| – | – | 0.87% | 22 |
|
|
2020
Q3 | $1.61M | Hold |
7,329
| – | – | 0.99% | 21 |
|
|
2020
Q2 | $1.35M | Hold |
7,329
| – | – | 0.86% | 23 |
|
|
2020
Q1 | $1.21M | Sell |
7,329
-100
| -1% | -$16.5K | 0.89% | 23 |
|
|
2019
Q4 | $1.47M | Hold |
7,429
| – | – | 0.88% | 24 |
|
|
2019
Q3 | $1.6M | Hold |
7,429
| – | – | 1.02% | 23 |
|
|
2019
Q2 | $1.54M | Buy |
7,429
+1
| +0% | +$208 | 1% | 21 |
|
|
2019
Q1 | $1.41M | Hold |
7,428
| – | – | 0.95% | 25 |
|
|
2018
Q4 | $1.32M | Sell |
7,428
-100
| -1% | -$17.8K | 0.98% | 24 |
|
|
2018
Q3 | $1.26M | Sell |
7,528
-19
| -0.3% | -$3.18K | 0.84% | 26 |
|
|
2018
Q2 | $1.18M | Hold |
7,547
| – | – | 0.85% | 28 |
|
|
2018
Q1 | $1.18M | Hold |
7,547
| – | – | 0.87% | 26 |
|
|
2017
Q4 | $1.3M | Sell |
7,547
-600
| -7% | -$103K | 0.94% | 23 |
|
|
2017
Q3 | $1.28M | Sell |
8,147
-32
| -0.4% | -$5.01K | 0.95% | 23 |
|
|
2017
Q2 | $1.25M | Buy |
8,179
+7
| +0.1% | +$1.07K | 0.94% | 24 |
|
|
2017
Q1 | $1.06M | Sell |
8,172
-41
| -0.5% | -$5.31K | 0.81% | 25 |
|
|
2016
Q4 | $1M | Sell |
8,213
-67
| -0.8% | -$8.16K | 0.8% | 24 |
|
|
2016
Q3 | $955K | Buy |
8,280
+9
| +0.1% | +$1.04K | 0.77% | 26 |
|
|
2016
Q2 | $995K | Sell |
8,271
-293
| -3% | -$35.2K | 0.81% | 24 |
|
|
2016
Q1 | $1.08M | Sell |
8,564
-17
| -0.2% | -$2.14K | 0.92% | 22 |
|
|
2015
Q4 | $1.01M | Buy |
8,581
+408
| +5% | +$48.2K | 0.89% | 22 |
|
|
2015
Q3 | $805K | Sell |
8,173
-169
| -2% | -$16.6K | 0.75% | 25 |
|
|
2015
Q2 | $793K | Buy |
8,342
+6
| +0.1% | +$570 | 0.71% | 28 |
|
|
2015
Q1 | $812K | Sell |
8,336
-145
| -2% | -$14.1K | 0.73% | 26 |
|
|
2014
Q4 | $795K | Buy |
+8,481
| New | +$795K | 0.7% | 25 |
|