Waddell & Reed Financial’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-148,360
| Closed | -$26.3M | – | 511 |
|
|
2018
Q4 | $26.3M | Buy |
148,360
+18,360
| +14% | +$3.26M | 0.07% | 289 |
|
|
2018
Q3 | $21.7M | Sell |
130,000
-45,000
| -26% | -$7.53M | 0.05% | 329 |
|
|
2018
Q2 | $27.4M | Sell |
175,000
-48,450
| -22% | -$7.59M | 0.06% | 295 |
|
|
2018
Q1 | $34.9M | Buy |
223,450
+1,250
| +0.6% | +$195K | 0.08% | 266 |
|
|
2017
Q4 | $38.2M | Buy |
222,200
+3,300
| +2% | +$568K | 0.08% | 264 |
|
|
2017
Q3 | $34.3M | Sell |
218,900
-4,550
| -2% | -$713K | 0.08% | 275 |
|
|
2017
Q2 | $34.2M | Sell |
223,450
-130,000
| -37% | -$19.9M | 0.08% | 287 |
|
|
2017
Q1 | $45.8M | Sell |
353,450
-42,500
| -11% | -$5.51M | 0.1% | 231 |
|
|
2016
Q4 | $48.2M | Sell |
395,950
-67,550
| -15% | -$8.22M | 0.11% | 225 |
|
|
2016
Q3 | $53.5M | Sell |
463,500
-39,644
| -8% | -$4.57M | 0.11% | 197 |
|
|
2016
Q2 | $60.5M | Sell |
503,144
-2,235,469
| -82% | -$269M | 0.13% | 181 |
|
|
2016
Q1 | $344M | Sell |
2,738,613
-2,006,116
| -42% | -$252M | 0.65% | 42 |
|
|
2015
Q4 | $561M | Buy |
4,744,729
+22,844
| +0.5% | +$2.7M | 0.91% | 26 |
|
|
2015
Q3 | $465M | Sell |
4,721,885
-16,560
| -0.3% | -$1.63M | 0.76% | 36 |
|
|
2015
Q2 | $450M | Buy |
4,738,445
+3,681,510
| +348% | +$350M | 0.64% | 50 |
|
|
2015
Q1 | $103M | Buy |
1,056,935
+1,006,935
| +2,014% | +$98.1M | 0.14% | 164 |
|
|
2014
Q4 | $4.69M | Buy |
+50,000
| New | +$4.69M | 0.01% | 493 |
|
|
2013
Q4 | – | Sell |
-3,375
| Closed | -$325K | – | 571 |
|
|
2013
Q3 | $325K | Sell |
3,375
-180,785
| -98% | -$17.4M | ﹤0.01% | 540 |
|
|
2013
Q2 | $18.2M | Buy |
+184,160
| New | +$18.2M | 0.04% | 309 |
|