Sustainable Insight Capital Management’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-4,800
| Closed | -$912K | – | 78 |
|
|
2019
Q1 | $912K | Buy |
+4,800
| New | +$912K | 1.17% | 31 |
|
|
2018
Q3 | – | Sell |
-37,100
| Closed | -$5.81M | – | 80 |
|
|
2018
Q2 | $5.81M | Sell |
37,100
-10,200
| -22% | -$1.6M | 2.21% | 22 |
|
|
2018
Q1 | $7.4M | Sell |
47,300
-5,100
| -10% | -$798K | 2.94% | 17 |
|
|
2017
Q4 | $9.02M | Buy |
52,400
+7,100
| +16% | +$1.22M | 3.41% | 15 |
|
|
2017
Q3 | $7.1M | Buy |
45,300
+35,900
| +382% | +$5.63M | 3.2% | 13 |
|
|
2017
Q2 | $1.44M | Buy |
9,400
+2,200
| +31% | +$337K | 0.68% | 28 |
|
|
2017
Q1 | $933K | Sell |
7,200
-6,800
| -49% | -$881K | 0.46% | 38 |
|
|
2016
Q4 | $1.7M | Buy |
+14,000
| New | +$1.7M | 0.88% | 31 |
|