Family Capital Trust’s McDonald's MCD Stock Holding History

Family Capital Trust’s Portfolio MCD Stock Details MCD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$453K	Sell	1,550 -237	-13%	-$69.2K	0.16%	39
2025 Q1	$558K	Hold	1,787	–	–	0.2%	35
2024 Q4	$518K	Hold	1,787	–	–	0.18%	33
2024 Q3	$544K	Hold	1,787	–	–	0.17%	34
2024 Q2	$455K	Hold	1,787	–	–	0.15%	35
2024 Q1	$504K	Sell	1,787 -237	-12%	-$66.8K	0.17%	34
2023 Q4	$600K	Hold	2,024	–	–	0.19%	35
2023 Q3	$533K	Hold	2,024	–	–	0.19%	31
2023 Q2	$604K	Sell	2,024 -176	-8%	-$52.5K	0.21%	32
2023 Q1	$615K	Hold	2,200	–	–	0.24%	32
2022 Q4	$580K	Hold	2,200	–	–	0.24%	31
2022 Q3	$508K	Hold	2,200	–	–	0.23%	31
2022 Q2	$543K	Hold	2,200	–	–	0.22%	32
2022 Q1	$544K	Hold	2,200	–	–	0.18%	32
2021 Q4	$590K	Sell	2,200 -50	-2%	-$13.4K	0.17%	33
2021 Q3	$542K	Hold	2,250	–	–	0.15%	32
2021 Q2	$520K	Sell	2,250 -250	-10%	-$57.8K	0.15%	32
2021 Q1	$560K	Hold	2,500	–	–	0.18%	32
2020 Q4	$536K	Hold	2,500	–	–	0.17%	32
2020 Q3	$549K	Hold	2,500	–	–	0.18%	32
2020 Q2	$461K	Hold	2,500	–	–	0.16%	36
2020 Q1	$485K	Hold	2,500	–	–	0.19%	33
2019 Q4	$494K	Hold	2,500	–	–	0.19%	33
2019 Q3	$537K	Hold	2,500	–	–	0.22%	32
2019 Q2	$519K	Sell	2,500 -175	-7%	-$36.3K	0.21%	33
2019 Q1	$508K	Sell	2,675 -275	-9%	-$52.2K	0.21%	34
2018 Q4	$524K	Sell	2,950 -350	-11%	-$62.2K	0.25%	32
2018 Q3	$552K	Hold	3,300	–	–	0.23%	33
2018 Q2	$517K	Hold	3,300	–	–	0.23%	34
2018 Q1	$516K	Sell	3,300 -160	-5%	-$25K	0.24%	34
2017 Q4	$596K	Hold	3,460	–	–	0.28%	34
2017 Q3	$542K	Hold	3,460	–	–	0.27%	34
2017 Q2	$530K	Sell	3,460 -20	-0.6%	-$3.06K	0.27%	34
2017 Q1	$487K	Sell	3,480 -688	-17%	-$96.3K	0.26%	34
2016 Q4	$507K	Sell	4,168 -6	-0.1%	-$730	0.29%	35
2016 Q3	$482K	Sell	4,174 -45	-1%	-$5.2K	0.27%	33
2016 Q2	$508K	Sell	4,219 -420	-9%	-$50.6K	0.3%	32
2016 Q1	$583K	Sell	4,639 -555	-11%	-$69.7K	0.34%	33
2015 Q4	$614K	Hold	5,194	–	–	0.34%	32
2015 Q3	$512K	Hold	5,194	–	–	0.3%	32
2015 Q2	$494K	Buy	5,194 +700	+16%	+$66.6K	0.28%	32
2015 Q1	$438K	Sell	4,494 -168	-4%	-$16.4K	0.24%	34
2014 Q4	$437K	Hold	4,662	–	–	0.23%	38
2014 Q3	$442K	Sell	4,662 -188	-4%	-$17.8K	0.24%	39
2014 Q2	$489K	Buy	4,850 +225	+5%	+$22.7K	0.25%	42
2014 Q1	$453K	Buy	4,625 +150	+3%	+$14.7K	0.25%	42
2013 Q4	$434K	Hold	4,475	–	–	0.24%	44
2013 Q3	$431K	Hold	4,475	–	–	0.26%	50
2013 Q2	$443K	Buy	+4,475	New	+$443K	0.28%	48