Private Capital Management (Colorado)’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | $255K | Sell |
879
-290
| -25% | -$84.1K | 0.05% | 114 |
|
2024
Q3 | $356K | Sell |
1,169
-28
| -2% | -$8.53K | 0.06% | 123 |
|
2024
Q2 | $305K | Sell |
1,197
-3
| -0.3% | -$765 | 0.06% | 110 |
|
2024
Q1 | $338K | Sell |
1,200
-169
| -12% | -$47.6K | 0.07% | 103 |
|
2023
Q4 | $406K | Buy |
1,369
+155
| +13% | +$46K | 0.1% | 89 |
|
2023
Q3 | $320K | Sell |
1,214
-139
| -10% | -$36.6K | 0.09% | 86 |
|
2023
Q2 | $404K | Sell |
1,353
-116
| -8% | -$34.6K | 0.12% | 81 |
|
2023
Q1 | $411K | Buy |
1,469
+64
| +5% | +$17.9K | 0.12% | 84 |
|
2022
Q4 | $370K | Sell |
1,405
-1,561
| -53% | -$411K | 0.12% | 83 |
|
2022
Q3 | $684K | Buy |
2,966
+6
| +0.2% | +$1.38K | 0.25% | 50 |
|
2022
Q2 | $732K | Hold |
2,960
| – | – | 0.23% | 55 |
|
2022
Q1 | $732K | Buy |
2,960
+1,526
| +106% | +$377K | 0.23% | 55 |
|
2021
Q4 | $384K | Buy |
+1,434
| New | +$384K | 0.13% | 92 |
|