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