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