Wright Investors Service’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-10,500
| Closed | -$1.74M | – | 149 |
|
2020
Q1 | $1.74M | Buy |
10,500
+4,565
| +77% | +$755K | 0.75% | 39 |
|
2019
Q4 | $1.17M | Sell |
5,935
-58
| -1% | -$11.5K | 0.4% | 76 |
|
2019
Q3 | $1.29M | Sell |
5,993
-36
| -0.6% | -$7.73K | 0.46% | 68 |
|
2019
Q2 | $1.25M | Buy |
6,029
+2,041
| +51% | +$424K | 0.48% | 63 |
|
2019
Q1 | $757K | Sell |
3,988
-3,740
| -48% | -$710K | 0.31% | 83 |
|
2018
Q4 | $1.37M | Buy |
+7,728
| New | +$1.37M | 0.59% | 56 |
|