Partners Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,662
| Closed | -$493K | – | 205 |
|
|
2023
Q4 | $493K | Buy |
1,662
+503
| +43% | +$149K | 0.01% | 177 |
|
|
2023
Q3 | $305K | Buy |
1,159
+121
| +12% | +$31.9K | 0.01% | 196 |
|
|
2023
Q2 | $310K | Buy |
+1,038
| New | +$310K | 0.01% | 188 |
|
|
2021
Q3 | – | Sell |
-2,575
| Closed | -$595K | – | 148 |
|
|
2021
Q2 | $595K | Sell |
2,575
-6,867
| -73% | -$1.59M | 0.03% | 127 |
|
|
2021
Q1 | $2.12M | Buy |
+9,442
| New | +$2.12M | 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% | -$136K | 0.13% | 50 |
|
|
2016
Q3 | $654K | Buy |
5,672
+647
| +13% | +$74.6K | 0.16% | 48 |
|
|
2016
Q2 | $605K | Hold |
5,025
| – | – | 0.17% | 47 |
|
|
2016
Q1 | $632K | Sell |
5,025
-3,085
| -38% | -$388K | 0.18% | 44 |
|
|
2015
Q4 | $958K | Buy |
+8,110
| New | +$958K | 0.32% | 24 |
|