Fiduciary Group’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 | $2.47M | Sell |
8,452
-26
| -0.3% | -$7.6K | 0.23% | 92 |
|
2025
Q1 | $2.65M | Sell |
8,478
-76
| -0.9% | -$23.7K | 0.27% | 90 |
|
2024
Q4 | $2.48M | Sell |
8,554
-61
| -0.7% | -$17.7K | 0.25% | 91 |
|
2024
Q3 | $2.62M | Sell |
8,615
-59
| -0.7% | -$18K | 0.27% | 88 |
|
2024
Q2 | $2.21M | Buy |
8,674
+75
| +0.9% | +$19.1K | 0.24% | 87 |
|
2024
Q1 | $2.42M | Sell |
8,599
-140
| -2% | -$39.5K | 0.26% | 84 |
|
2023
Q4 | $2.59M | Buy |
8,739
+192
| +2% | +$56.9K | 0.3% | 77 |
|
2023
Q3 | $2.25M | Sell |
8,547
-22
| -0.3% | -$5.8K | 0.29% | 76 |
|
2023
Q2 | $2.56M | Sell |
8,569
-101
| -1% | -$30.1K | 0.31% | 77 |
|
2023
Q1 | $2.42M | Sell |
8,670
-35
| -0.4% | -$9.79K | 0.32% | 77 |
|
2022
Q4 | $2.29M | Buy |
8,705
+28
| +0.3% | +$7.38K | 0.31% | 77 |
|
2022
Q3 | $2.39M | Buy |
8,677
+46
| +0.5% | +$12.7K | 0.31% | 76 |
|
2022
Q2 | $2.24M | Buy |
8,631
+1,168
| +16% | +$303K | 0.28% | 78 |
|
2022
Q1 | $1.82M | Sell |
7,463
-185
| -2% | -$45.2K | 0.24% | 84 |
|
2021
Q4 | $2.05M | Hold |
7,648
| – | – | 0.23% | 82 |
|
2021
Q3 | $1.81M | Buy |
7,648
+2
| +0% | +$473 | 0.21% | 83 |
|
2021
Q2 | $1.8M | Sell |
7,646
-80
| -1% | -$18.8K | 0.21% | 83 |
|
2021
Q1 | $1.82M | Sell |
7,726
-48
| -0.6% | -$11.3K | 0.22% | 79 |
|
2020
Q4 | $1.67M | Sell |
7,774
-4
| -0.1% | -$857 | 0.22% | 83 |
|
2020
Q3 | $1.71M | Sell |
7,778
-708
| -8% | -$155K | 0.26% | 77 |
|
2020
Q2 | $1.57M | Hold |
8,486
| – | – | 0.26% | 76 |
|
2020
Q1 | $1.4M | Buy |
8,486
+860
| +11% | +$142K | 0.28% | 68 |
|
2019
Q4 | $1.51M | Sell |
7,626
-468
| -6% | -$92.5K | 0.24% | 75 |
|
2019
Q3 | $1.74M | Sell |
8,094
-581
| -7% | -$125K | 0.3% | 67 |
|
2019
Q2 | $1.8M | Buy |
8,675
+85
| +1% | +$17.6K | 0.32% | 66 |
|
2019
Q1 | $1.63M | Buy |
8,590
+213
| +3% | +$40.4K | 0.3% | 71 |
|
2018
Q4 | $1.49M | Sell |
8,377
-103
| -1% | -$18.3K | 0.31% | 71 |
|
2018
Q3 | $1.42M | Buy |
8,480
+18
| +0.2% | +$3.01K | 0.28% | 76 |
|
2018
Q2 | $1.33M | Hold |
8,462
| – | – | 0.28% | 75 |
|
2018
Q1 | $1.32M | Sell |
8,462
-155
| -2% | -$24.2K | 0.29% | 78 |
|
2017
Q4 | $1.48M | Buy |
8,617
+6
| +0.1% | +$1.03K | 0.32% | 77 |
|
2017
Q3 | $1.35M | Sell |
8,611
-1
| -0% | -$157 | 0.3% | 78 |
|
2017
Q2 | $1.32M | Sell |
8,612
-76
| -0.9% | -$11.6K | 0.3% | 80 |
|
2017
Q1 | $1.13M | Hold |
8,688
| – | – | 0.27% | 86 |
|
2016
Q4 | $1.06M | Buy |
8,688
+22
| +0.3% | +$2.68K | 0.27% | 83 |
|
2016
Q3 | $1M | Hold |
8,666
| – | – | 0.27% | 82 |
|
2016
Q2 | $1.04M | Sell |
8,666
-300
| -3% | -$36.1K | 0.29% | 81 |
|
2016
Q1 | $1.13M | Buy |
8,966
+552
| +7% | +$69.4K | 0.33% | 80 |
|
2015
Q4 | $994K | Sell |
8,414
-11
| -0.1% | -$1.3K | 0.3% | 85 |
|
2015
Q3 | $830K | Sell |
8,425
-10,198
| -55% | -$1M | 0.28% | 99 |
|
2015
Q2 | $1.77M | Buy |
+18,623
| New | +$1.77M | 0.56% | 62 |
|