Wedge 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,273
| Closed | -$380K | – | 509 |
|
|
2023
Q2 | $380K | Sell |
1,273
-123
| -9% | -$36.7K | 0.01% | 479 |
|
|
2023
Q1 | $390K | Buy |
1,396
+76
| +6% | +$21.3K | 0.01% | 331 |
|
|
2022
Q4 | $348K | Buy |
1,320
+18
| +1% | +$4.75K | 0.01% | 336 |
|
|
2022
Q3 | $300K | Sell |
1,302
-50
| -4% | -$11.5K | 0.01% | 345 |
|
|
2022
Q2 | $334K | Sell |
1,352
-99
| -7% | -$24.5K | 0.01% | 341 |
|
|
2022
Q1 | $359K | Sell |
1,451
-18
| -1% | -$4.45K | ﹤0.01% | 338 |
|
|
2021
Q4 | $394K | Buy |
+1,469
| New | +$394K | ﹤0.01% | 337 |
|
|
2020
Q3 | – | Sell |
-1,654
| Closed | -$305K | – | 549 |
|
|
2020
Q2 | $305K | Buy |
1,654
+96
| +6% | +$17.7K | ﹤0.01% | 420 |
|
|
2020
Q1 | $258K | Buy |
+1,558
| New | +$258K | ﹤0.01% | 425 |
|
|
2018
Q1 | – | Sell |
-170,971
| Closed | -$29.4M | – | 594 |
|
|
2017
Q4 | $29.4M | Sell |
170,971
-40,325
| -19% | -$6.94M | 0.26% | 119 |
|
|
2017
Q3 | $33.1M | Sell |
211,296
-9,731
| -4% | -$1.52M | 0.31% | 109 |
|
|
2017
Q2 | $33.9M | Buy |
+221,027
| New | +$33.9M | 0.32% | 97 |
|
|
2015
Q4 | – | Sell |
-113,042
| Closed | -$11.1M | – | 605 |
|
|
2015
Q3 | $11.1M | Sell |
113,042
-9,995
| -8% | -$985K | 0.12% | 216 |
|
|
2015
Q2 | $11.7M | Sell |
123,037
-975
| -0.8% | -$92.7K | 0.11% | 213 |
|
|
2015
Q1 | $12.1M | Buy |
124,012
+8,075
| +7% | +$787K | 0.12% | 206 |
|
|
2014
Q4 | $10.9M | Sell |
115,937
-720
| -0.6% | -$67.5K | 0.11% | 222 |
|
|
2014
Q3 | $11.1M | Sell |
116,657
-17,190
| -13% | -$1.63M | 0.12% | 217 |
|
|
2014
Q2 | $13.5M | Sell |
133,847
-1,245
| -0.9% | -$125K | 0.14% | 200 |
|
|
2014
Q1 | $13.2M | Buy |
135,092
+7,785
| +6% | +$763K | 0.14% | 202 |
|
|
2013
Q4 | $12.4M | Buy |
+127,307
| New | +$12.4M | 0.13% | 212 |
|