Ziegler 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | $1.56M | Sell |
5,549
-16,903
| -75% | -$4.77M | 0.06% | 232 |
|
2023
Q4 | $6.66M | Sell |
22,452
-2,049
| -8% | -$608K | 0.3% | 75 |
|
2023
Q3 | $6.45M | Sell |
24,501
-830
| -3% | -$219K | 0.26% | 137 |
|
2023
Q2 | $7.56M | Sell |
25,331
-1,407
| -5% | -$420K | 0.29% | 129 |
|
2023
Q1 | $7.48M | Buy |
26,738
+3,830
| +17% | +$1.07M | 0.3% | 129 |
|
2022
Q4 | $6.04M | Buy |
22,908
+17,622
| +333% | +$4.64M | 0.25% | 141 |
|
2022
Q3 | $1.22M | Hold |
5,286
| – | – | 0.05% | 266 |
|
2022
Q2 | $1.31M | Buy |
5,286
+4,185
| +380% | +$1.03M | 0.05% | 260 |
|
2022
Q1 | $272K | Sell |
1,101
-34,299
| -97% | -$8.47M | 0.01% | 356 |
|
2021
Q4 | $9.49M | Sell |
35,400
-1,379
| -4% | -$370K | 0.34% | 109 |
|
2021
Q3 | $8.87M | Sell |
36,779
-618
| -2% | -$149K | 0.32% | 117 |
|
2021
Q2 | $8.64M | Buy |
37,397
+19,814
| +113% | +$4.58M | 0.29% | 125 |
|
2021
Q1 | $3.94M | Sell |
17,583
-3,927
| -18% | -$880K | 0.12% | 212 |
|
2020
Q4 | $4.62M | Sell |
21,510
-700
| -3% | -$150K | 0.15% | 194 |
|
2020
Q3 | $4.87M | Sell |
22,210
-5,678
| -20% | -$1.25M | 0.19% | 189 |
|
2020
Q2 | $5.15M | Sell |
27,888
-43,375
| -61% | -$8M | 0.16% | 187 |
|
2020
Q1 | $11.8M | Buy |
+71,263
| New | +$11.8M | 0.32% | 81 |
|
2013
Q3 | $1.86M | Sell |
19,343
-1,687
| -8% | -$162K | 0.16% | 174 |
|
2013
Q2 | $2.08M | Buy |
+21,030
| New | +$2.08M | 0.22% | 139 |
|