Saratoga Research & Investment Management’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-115,369
| Closed | -$13.6M | – | 49 |
|
|
2015
Q4 | $13.6M | Sell |
115,369
-75,062
| -39% | -$8.87M | 1.32% | 27 |
|
|
2015
Q3 | $18.8M | Sell |
190,431
-21,422
| -10% | -$2.11M | 1.88% | 25 |
|
|
2015
Q2 | $20.1M | Sell |
211,853
-15,654
| -7% | -$1.49M | 1.92% | 27 |
|
|
2015
Q1 | $22.2M | Sell |
227,507
-183,300
| -45% | -$17.9M | 2.07% | 24 |
|
|
2014
Q4 | $38.5M | Sell |
410,807
-14,931
| -4% | -$1.4M | 3.56% | 13 |
|
|
2014
Q3 | $40.4M | Buy |
425,738
+11,157
| +3% | +$1.06M | 3.99% | 9 |
|
|
2014
Q2 | $41.8M | Buy |
414,581
+11,979
| +3% | +$1.21M | 4.16% | 8 |
|
|
2014
Q1 | $39.5M | Buy |
402,602
+23,189
| +6% | +$2.27M | 4.02% | 11 |
|
|
2013
Q4 | $36.8M | Buy |
379,413
+25,081
| +7% | +$2.43M | 3.92% | 12 |
|
|
2013
Q3 | $34.1M | Buy |
354,332
+3,839
| +1% | +$369K | 4.01% | 10 |
|
|
2013
Q2 | $34.7M | Buy |
+350,493
| New | +$34.7M | 4.08% | 11 |
|