Schwartz Investment Counsel’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-4,500
| Closed | -$566K | – | 136 |
|
|
2016
Q1 | $566K | Hold |
4,500
| – | – | 0.04% | 114 |
|
|
2015
Q4 | $532K | Hold |
4,500
| – | – | 0.04% | 122 |
|
|
2015
Q3 | $443K | Hold |
4,500
| – | – | 0.03% | 131 |
|
|
2015
Q2 | $428K | Hold |
4,500
| – | – | 0.03% | 149 |
|
|
2015
Q1 | $438K | Hold |
4,500
| – | – | 0.03% | 153 |
|
|
2014
Q4 | $422K | Hold |
4,500
| – | – | 0.03% | 151 |
|
|
2014
Q3 | $427K | Hold |
4,500
| – | – | 0.03% | 149 |
|
|
2014
Q2 | $453K | Hold |
4,500
| – | – | 0.03% | 156 |
|
|
2014
Q1 | $441K | Hold |
4,500
| – | – | 0.03% | 164 |
|
|
2013
Q4 | $437K | Hold |
4,500
| – | – | 0.03% | 176 |
|
|
2013
Q3 | $433K | Hold |
4,500
| – | – | 0.04% | 180 |
|
|
2013
Q2 | $446K | Buy |
+4,500
| New | +$446K | 0.04% | 171 |
|