Wharton Business Group’s McDonald's MCD Stock Holding History

Wharton Business Group’s Portfolio MCD Stock Details MCD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-2,000	Closed	-$527K	–	137
2023 Q3	$527K	Hold	2,000	–	–	0.03%	92
2023 Q2	$597K	Hold	2,000	–	–	0.04%	83
2023 Q1	$559K	Hold	2,000	–	–	0.03%	85
2022 Q4	$527K	Hold	2,000	–	–	0.03%	92
2022 Q3	$461K	Hold	2,000	–	–	0.03%	87
2022 Q2	$494K	Hold	2,000	–	–	0.03%	86
2022 Q1	$495K	Hold	2,000	–	–	0.03%	89
2021 Q4	$536K	Buy	+2,000	New	+$536K	0.03%	91
2021 Q3	–	Sell	-2,000	Closed	-$462K	–	108
2021 Q2	$462K	Sell	2,000 -17	-0.8%	-$3.93K	0.04%	83
2021 Q1	$452K	Buy	2,017 +17	+0.9%	+$3.81K	0.04%	83
2020 Q4	$429K	Hold	2,000	–	–	0.04%	81
2020 Q3	$439K	Hold	2,000	–	–	0.04%	72
2020 Q2	$369K	Sell	2,000 -6	-0.3%	-$1.11K	0.04%	78
2020 Q1	$332K	Buy	2,006 +6	+0.3%	+$993	0.04%	69
2019 Q4	$395K	Hold	2,000	–	–	0.04%	79
2019 Q3	$429K	Hold	2,000	–	–	0.04%	71
2019 Q2	$415K	Sell	2,000 -108	-5%	-$22.4K	0.04%	72
2019 Q1	$400K	Sell	2,108 -17	-0.8%	-$3.23K	0.04%	76
2018 Q4	$377K	Hold	2,125	–	–	0.04%	76
2018 Q3	$355K	Buy	2,125 +94	+5%	+$15.7K	0.04%	81
2018 Q2	$318K	Sell	2,031 -3	-0.1%	-$470	0.03%	83
2018 Q1	$318K	Buy	2,034 +34	+2%	+$5.32K	0.03%	79
2017 Q4	$344K	Hold	2,000	–	–	0.04%	83
2017 Q3	$313K	Sell	2,000 -100	-5%	-$15.7K	0.03%	86
2017 Q2	$322K	Sell	2,100 -245	-10%	-$37.6K	0.03%	91
2017 Q1	$304K	Buy	+2,345	New	+$304K	0.03%	96
2016 Q3	–	Sell	-2,260	Closed	-$272K	–	121
2016 Q2	$272K	Sell	2,260 -26	-1%	-$3.13K	0.03%	111
2016 Q1	$287K	Buy	2,286 +26	+1%	+$3.26K	0.03%	109
2015 Q4	$267K	Sell	2,260 -635	-22%	-$75K	0.03%	110
2015 Q3	$285K	Sell	2,895 -36,870	-93%	-$3.63M	0.03%	110
2015 Q2	$3.78K	Sell	39,765 -5,155	-11%	-$490	0.25%	60
2015 Q1	$4.38M	Buy	44,920 +37,120	+476%	+$3.62M	0.36%	57
2014 Q4	$731K	Buy	7,800 +2,345	+43%	+$220K	0.06%	101
2014 Q3	$517K	Buy	+5,455	New	+$517K	0.05%	120