Zuckerman Investment Group’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2014
Q4 | – | Sell |
-91,849
| Closed | -$8.71M | – | 63 |
|
2014
Q3 | $8.71M | Sell |
91,849
-860
| -0.9% | -$81.5K | 1.81% | 24 |
|
2014
Q2 | $9.34M | Buy |
92,709
+625
| +0.7% | +$63K | 2.01% | 24 |
|
2014
Q1 | $9.03M | Buy |
92,084
+4,036
| +5% | +$396K | 2.14% | 22 |
|
2013
Q4 | $8.54M | Buy |
88,048
+6,007
| +7% | +$583K | 2.01% | 20 |
|
2013
Q3 | $7.89M | Buy |
82,041
+16,700
| +26% | +$1.61M | 1.98% | 23 |
|
2013
Q2 | $6.47M | Buy |
+65,341
| New | +$6.47M | 1.68% | 28 |
|