Partners Capital Investment Group’s McDonald's MCD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-1,662	Closed	-$493K	–	205
2023 Q4	$493K	Buy	1,662 +503	+43%	+$137K	0.01%	177
2023 Q3	$305K	Buy	1,159 +121	+12%	+$34.5K	0.01%	196
2023 Q2	$310K	Buy	+1,038	New	+$302K	0.01%	188
2021 Q3	–	Sell	-2,575	Closed	-$595K	–	148
2021 Q2	$595K	Sell	2,575 -6,867	-73%	-$1.6M	0.03%	127
2021 Q1	$2.12M	Buy	+9,442	New	+$2.02M	0.09%	112
2017 Q2	–	Sell	-4,556	Closed	-$591K	–	62
2017 Q1	$591K	Hold	4,556	–	–	0.12%	44
2016 Q4	$555K	Sell	4,556 -1,116	-20%	-$131K	0.13%	50
2016 Q3	$654K	Buy	5,672 +647	+13%	+$76.7K	0.16%	48
2016 Q2	$605K	Hold	5,025	–	–	0.17%	47
2016 Q1	$632K	Sell	5,025 -3,085	-38%	-$369K	0.18%	44
2015 Q4	$958K	Buy	+8,110	New	+$907K	0.32%	24