Fiduciary Alliance’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 | $2.5M | Buy |
8,559
+510
| +6% | +$149K | 0.19% | 123 |
|
|
2025
Q1 | $2.51M | Buy |
8,049
+500
| +7% | +$156K | 0.25% | 93 |
|
|
2024
Q4 | $2.19M | Buy |
7,549
+3,171
| +72% | +$919K | 0.22% | 103 |
|
|
2024
Q3 | $1.33M | Buy |
4,378
+807
| +23% | +$246K | 0.18% | 100 |
|
|
2024
Q2 | $885K | Buy |
3,571
+1,077
| +43% | +$267K | 0.14% | 94 |
|
|
2024
Q1 | $699K | Sell |
2,494
-55
| -2% | -$15.4K | 0.12% | 105 |
|
|
2023
Q4 | $756K | Sell |
2,549
-53
| -2% | -$15.7K | 0.15% | 88 |
|
|
2023
Q3 | $686K | Buy |
2,602
+1,055
| +68% | +$278K | 0.16% | 83 |
|
|
2023
Q2 | $462K | Buy |
1,547
+346
| +29% | +$103K | 0.1% | 107 |
|
|
2023
Q1 | $336K | Buy |
1,201
+81
| +7% | +$22.7K | 0.08% | 111 |
|
|
2022
Q4 | $295K | Buy |
+1,120
| New | +$295K | 0.08% | 114 |
|