Davidson Trust Company’s McDonald's MCD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $5.88M | Sell |
20,127
-251
| -1% | -$73.3K | 2.71% | 5 |
|
2025
Q1 | $6.37M | Buy |
20,378
+16,028
| +368% | +$5.01M | 3.04% | 5 |
|
2024
Q4 | $1.26M | Hold |
4,350
| – | – | 0.65% | 44 |
|
2024
Q3 | $1.32M | Buy |
4,350
+1,174
| +37% | +$357K | 0.68% | 40 |
|
2024
Q2 | $809K | Sell |
3,176
-752
| -19% | -$192K | 0.56% | 54 |
|
2024
Q1 | $1.11M | Sell |
3,928
-50
| -1% | -$14.1K | 0.65% | 41 |
|
2023
Q4 | $1.18M | Buy |
3,978
+165
| +4% | +$48.9K | 0.76% | 34 |
|
2023
Q3 | $1M | Buy |
3,813
+13
| +0.3% | +$3.43K | 0.75% | 37 |
|
2023
Q2 | $1.13M | Sell |
3,800
-22
| -0.6% | -$6.57K | 0.82% | 34 |
|
2023
Q1 | $1.07M | Buy |
3,822
+6
| +0.2% | +$1.68K | 0.82% | 34 |
|
2022
Q4 | $1.01M | Sell |
3,816
-53
| -1% | -$14K | 0.89% | 34 |
|
2022
Q3 | $893K | Sell |
3,869
-492
| -11% | -$114K | 0.86% | 33 |
|
2022
Q2 | $1.08M | Sell |
4,361
-138
| -3% | -$34K | 0.96% | 30 |
|
2022
Q1 | $1.11M | Sell |
4,499
-120
| -3% | -$29.7K | 0.83% | 34 |
|
2021
Q4 | $1.24M | Sell |
4,619
-99
| -2% | -$26.5K | 0.85% | 30 |
|
2021
Q3 | $1.14M | Buy |
4,718
+39
| +0.8% | +$9.41K | 0.87% | 32 |
|
2021
Q2 | $1.08M | Sell |
4,679
-53
| -1% | -$12.2K | 0.84% | 32 |
|
2021
Q1 | $1.06M | Buy |
4,732
+10
| +0.2% | +$2.24K | 0.89% | 30 |
|
2020
Q4 | $1.01M | Sell |
4,722
-375
| -7% | -$80.4K | 0.87% | 30 |
|
2020
Q3 | $1.12M | Sell |
5,097
-36
| -0.7% | -$7.9K | 1.02% | 28 |
|
2020
Q2 | $945K | Sell |
5,133
-10
| -0.2% | -$1.84K | 0.92% | 30 |
|
2020
Q1 | $849K | Hold |
5,143
| – | – | 1.05% | 29 |
|
2019
Q4 | $1.02M | Buy |
+5,143
| New | +$1.02M | 1.02% | 31 |
|