Veritable’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-38,260
| Closed | -$11.4M | – | 485 |
|
|
2023
Q2 | $11.4M | Sell |
38,260
-1,022
| -3% | -$305K | 0.18% | 66 |
|
|
2023
Q1 | $11M | Sell |
39,282
-11,509
| -23% | -$3.22M | 0.18% | 63 |
|
|
2022
Q4 | $13.4M | Sell |
50,791
-1,628
| -3% | -$429K | 0.23% | 54 |
|
|
2022
Q3 | $12.1M | Buy |
52,419
+331
| +0.6% | +$76.4K | 0.23% | 52 |
|
|
2022
Q2 | $12.9M | Buy |
52,088
+1,456
| +3% | +$359K | 0.23% | 54 |
|
|
2022
Q1 | $12.5M | Buy |
50,632
+389
| +0.8% | +$96.2K | 0.19% | 67 |
|
|
2021
Q4 | $13.5M | Buy |
50,243
+343
| +0.7% | +$92K | 0.2% | 61 |
|
|
2021
Q3 | $12M | Buy |
49,900
+888
| +2% | +$214K | 0.19% | 63 |
|
|
2021
Q2 | $11.3M | Buy |
49,012
+1,939
| +4% | +$448K | 0.18% | 64 |
|
|
2021
Q1 | $10.6M | Sell |
47,073
-784
| -2% | -$176K | 0.18% | 66 |
|
|
2020
Q4 | $10.3M | Sell |
47,857
-2,824
| -6% | -$606K | 0.19% | 65 |
|
|
2020
Q3 | $11.1M | Buy |
50,681
+510
| +1% | +$112K | 0.22% | 56 |
|
|
2020
Q2 | $9.26M | Hold |
50,171
| – | – | 0.2% | 64 |
|
|
2020
Q1 | $8.3M | Sell |
50,171
-1,867
| -4% | -$309K | 0.2% | 70 |
|
|
2019
Q4 | $10.3M | Buy |
52,038
+905
| +2% | +$179K | 0.19% | 76 |
|
|
2019
Q3 | $11M | Buy |
51,133
+81
| +0.2% | +$17.4K | 0.21% | 62 |
|
|
2019
Q2 | $10.6M | Buy |
51,052
+164
| +0.3% | +$34.1K | 0.21% | 67 |
|
|
2019
Q1 | $9.66M | Sell |
50,888
-79
| -0.2% | -$15K | 0.19% | 74 |
|
|
2018
Q4 | $9.05M | Sell |
50,967
-458
| -0.9% | -$81.3K | 0.21% | 72 |
|
|
2018
Q3 | $8.6M | Buy |
51,425
+792
| +2% | +$132K | 0.17% | 81 |
|
|
2018
Q2 | $7.93M | Sell |
50,633
-356
| -0.7% | -$55.8K | 0.17% | 80 |
|
|
2018
Q1 | $7.97M | Buy |
50,989
+499
| +1% | +$78K | 0.17% | 78 |
|
|
2017
Q4 | $8.69M | Sell |
50,490
-5,865
| -10% | -$1.01M | 0.17% | 76 |
|
|
2017
Q3 | $8.83M | Sell |
56,355
-2,796
| -5% | -$438K | 0.19% | 77 |
|
|
2017
Q2 | $9.06M | Buy |
59,151
+1,196
| +2% | +$183K | 0.21% | 78 |
|
|
2017
Q1 | $7.51M | Buy |
57,955
+2,776
| +5% | +$360K | 0.18% | 83 |
|
|
2016
Q4 | $6.72M | Sell |
55,179
-143
| -0.3% | -$17.4K | 0.16% | 89 |
|
|
2016
Q3 | $6.38M | Buy |
55,322
+1,328
| +2% | +$153K | 0.16% | 88 |
|
|
2016
Q2 | $6.5M | Sell |
53,994
-1,970
| -4% | -$237K | 0.17% | 89 |
|
|
2016
Q1 | $7.03M | Buy |
55,964
+2,868
| +5% | +$360K | 0.18% | 85 |
|
|
2015
Q4 | $6.27M | Sell |
53,096
-1,265
| -2% | -$149K | 0.17% | 90 |
|
|
2015
Q3 | $5.36M | Buy |
54,361
+1,340
| +3% | +$132K | 0.16% | 93 |
|
|
2015
Q2 | $5.04M | Sell |
53,021
-10,990
| -17% | -$1.04M | 0.14% | 109 |
|
|
2015
Q1 | $6.24M | Sell |
64,011
-1,925
| -3% | -$188K | 0.13% | 127 |
|
|
2014
Q4 | $6.18M | Sell |
65,936
-5,942
| -8% | -$557K | 0.13% | 129 |
|
|
2014
Q3 | $6.82M | Buy |
71,878
+1,062
| +1% | +$101K | 0.14% | 113 |
|
|
2014
Q2 | $7.13M | Sell |
70,816
-836
| -1% | -$84.2K | 0.15% | 113 |
|
|
2014
Q1 | $7.02M | Buy |
71,652
+3,787
| +6% | +$371K | 0.15% | 112 |
|
|
2013
Q4 | $6.59M | Sell |
67,865
-13,485
| -17% | -$1.31M | 0.14% | 114 |
|
|
2013
Q3 | $7.83M | Buy |
81,350
+2,736
| +3% | +$263K | 0.18% | 90 |
|
|
2013
Q2 | $7.78M | Buy |
+78,614
| New | +$7.78M | 0.19% | 87 |
|