WCM 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-754,529
| Closed | -$149M | – | 191 |
|
|
2019
Q4 | $149M | Sell |
754,529
-11,885
| -2% | -$2.35M | 0.8% | 25 |
|
|
2019
Q3 | $165M | Buy |
+766,414
| New | +$165M | 0.99% | 19 |
|
|
2015
Q2 | – | Sell |
-3,216
| Closed | -$313K | – | 116 |
|
|
2015
Q1 | $313K | Sell |
3,216
-295
| -8% | -$28.7K | 0.01% | 137 |
|
|
2014
Q4 | $329K | Sell |
3,511
-60
| -2% | -$5.62K | 0.01% | 112 |
|
|
2014
Q3 | $339K | Sell |
3,571
-65
| -2% | -$6.17K | 0.01% | 109 |
|
|
2014
Q2 | $366K | Sell |
3,636
-130
| -3% | -$13.1K | 0.01% | 133 |
|
|
2014
Q1 | $369K | Buy |
3,766
+5
| +0.1% | +$490 | 0.01% | 127 |
|
|
2013
Q4 | $365K | Hold |
3,761
| – | – | 0.01% | 120 |
|
|
2013
Q3 | $362K | Buy |
3,761
+205
| +6% | +$19.7K | 0.02% | 114 |
|
|
2013
Q2 | $352K | Buy |
+3,556
| New | +$352K | 0.02% | 123 |
|