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