Fiduciary Family Office’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 | $590K | Buy |
2,019
+28
| +1% | +$8.18K | 0.19% | 111 |
|
|
2025
Q1 | $622K | Buy |
+1,991
| New | +$622K | 0.21% | 102 |
|
|
2024
Q4 | – | Sell |
-1,950
| Closed | -$594K | – | 164 |
|
|
2024
Q3 | $594K | Sell |
1,950
-275
| -12% | -$83.7K | 0.2% | 103 |
|
|
2024
Q2 | $567K | Sell |
2,225
-32
| -1% | -$8.16K | 0.22% | 116 |
|
|
2024
Q1 | $636K | Buy |
2,257
+57
| +3% | +$16.1K | 0.25% | 112 |
|
|
2023
Q4 | $652K | Buy |
+2,200
| New | +$652K | 0.29% | 82 |
|