Fidelis Capital Partners’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 | $2.23M | Sell |
7,237
-157
| -2% | -$48.3K | 0.2% | 89 |
|
|
2025
Q1 | $2.34M | Buy |
7,394
+153
| +2% | +$48.5K | 0.25% | 78 |
|
|
2024
Q4 | $2.1M | Buy |
7,241
+372
| +5% | +$108K | 0.21% | 88 |
|
|
2024
Q3 | $2.05M | Buy |
6,869
+48
| +0.7% | +$14.3K | 0.24% | 81 |
|
|
2024
Q2 | $1.84M | Sell |
6,821
-166
| -2% | -$44.7K | 0.26% | 75 |
|
|
2024
Q1 | $1.97M | Buy |
6,987
+951
| +16% | +$268K | 0.3% | 67 |
|
|
2023
Q4 | $1.79M | Buy |
6,036
+1,849
| +44% | +$548K | 0.4% | 55 |
|
|
2023
Q3 | $1.1M | Buy |
4,187
+262
| +7% | +$69K | 0.38% | 62 |
|
|
2023
Q2 | $1.17M | Buy |
3,925
+120
| +3% | +$35.8K | 0.43% | 59 |
|
|
2023
Q1 | $1.13M | Buy |
3,805
+1,513
| +66% | +$449K | 0.48% | 54 |
|
|
2022
Q4 | $613K | Buy |
+2,292
| New | +$613K | 0.72% | 42 |
|