FCA
Fortis Capital Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.03M | Sell |
6,943
-48
| -0.7% | -$14K | 0.36% | 43 |
|
|
2025
Q1 | $2.18M | Sell |
6,991
-414
| -6% | -$129K | 0.44% | 32 |
|
|
2024
Q4 | $2.14M | Sell |
7,405
-1
| -0% | -$289 | 0.73% | 17 |
|
|
2024
Q3 | $2.26M | Sell |
7,406
-273
| -4% | -$83.1K | 0.75% | 19 |
|
|
2024
Q2 | $1.96M | Sell |
7,679
-1,493
| -16% | -$381K | 0.71% | 22 |
|
|
2024
Q1 | $2.59M | Buy |
9,172
+665
| +8% | +$188K | 1.09% | 17 |
|
|
2023
Q4 | $2.52M | Sell |
8,507
-65
| -0.8% | -$19.3K | 1.35% | 15 |
|
|
2023
Q3 | $2.26M | Sell |
8,572
-406
| -5% | -$107K | 1.45% | 17 |
|
|
2023
Q2 | $2.68M | Buy |
8,978
+592
| +7% | +$177K | 1.57% | 14 |
|
|
2023
Q1 | $2.34M | Sell |
8,386
-194
| -2% | -$54.2K | 1.25% | 17 |
|
|
2022
Q4 | $2.26M | Buy |
+8,580
| New | +$2.26M | 1.34% | 15 |
|