MLM
Mount Lucas Management’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-8,246
| Closed | -$2.32M | – | 177 |
|
|
2024
Q1 | $2.32M | Sell |
8,246
-627
| -7% | -$177K | 0.64% | 57 |
|
|
2023
Q4 | $2.63M | Buy |
8,873
+52
| +0.6% | +$15.4K | 0.76% | 37 |
|
|
2023
Q3 | $2.32M | Sell |
8,821
-98
| -1% | -$25.8K | 0.82% | 45 |
|
|
2023
Q2 | $2.66M | Buy |
+8,919
| New | +$2.66M | 0.89% | 35 |
|
|
2020
Q4 | – | Sell |
-8,723
| Closed | -$1.92M | – | 124 |
|
|
2020
Q3 | $1.92M | Sell |
8,723
-614
| -7% | -$135K | 0.4% | 51 |
|
|
2020
Q2 | $1.72M | Sell |
9,337
-345
| -4% | -$63.6K | 0.34% | 44 |
|
|
2020
Q1 | $1.6M | Buy |
9,682
+2,511
| +35% | +$415K | 0.33% | 32 |
|
|
2019
Q4 | $1.42M | Sell |
7,171
-2,271
| -24% | -$449K | 0.28% | 77 |
|
|
2019
Q3 | $2.03M | Buy |
+9,442
| New | +$2.03M | 0.36% | 64 |
|
|
2018
Q3 | – | Sell |
-13,300
| Closed | -$2.08M | – | 89 |
|
|
2018
Q2 | $2.08M | Sell |
13,300
-280
| -2% | -$43.9K | 0.32% | 59 |
|
|
2018
Q1 | $2.12M | Sell |
13,580
-1,169
| -8% | -$183K | 0.34% | 76 |
|
|
2017
Q4 | $2.54M | Sell |
14,749
-593
| -4% | -$102K | 0.44% | 78 |
|
|
2017
Q3 | $2.4M | Buy |
+15,342
| New | +$2.4M | 0.43% | 85 |
|
|
2017
Q1 | – | Sell |
-20,121
| Closed | -$2.45M | – | 155 |
|
|
2016
Q4 | $2.45M | Sell |
20,121
-3,689
| -15% | -$449K | 0.46% | 61 |
|
|
2016
Q3 | $2.75M | Sell |
23,810
-537
| -2% | -$62K | 0.49% | 63 |
|
|
2016
Q2 | $2.93M | Sell |
24,347
-197
| -0.8% | -$23.7K | 0.5% | 49 |
|
|
2016
Q1 | $3.09M | Buy |
+24,544
| New | +$3.09M | 0.54% | 35 |
|