KCFA
Key Client Fiduciary Advisors’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $467K | Sell |
1,599
-8
| -0.5% | -$2.34K | 0.19% | 115 |
|
|
2025
Q1 | $502K | Buy |
1,607
+6
| +0.4% | +$1.87K | 0.23% | 99 |
|
|
2024
Q4 | $464K | Buy |
1,601
+8
| +0.5% | +$2.32K | 0.2% | 106 |
|
|
2024
Q3 | $485K | Buy |
1,593
+68
| +4% | +$20.7K | 0.22% | 100 |
|
|
2024
Q2 | $389K | Buy |
1,525
+93
| +6% | +$23.7K | 0.19% | 110 |
|
|
2024
Q1 | $404K | Buy |
1,432
+39
| +3% | +$11K | 0.21% | 115 |
|
|
2023
Q4 | $413K | Sell |
1,393
-2
| -0.1% | -$593 | 0.24% | 105 |
|
|
2023
Q3 | $368K | Buy |
1,395
+37
| +3% | +$9.75K | 0.23% | 109 |
|
|
2023
Q2 | $405K | Buy |
1,358
+258
| +23% | +$77K | 0.24% | 102 |
|
|
2023
Q1 | $308K | Buy |
1,100
+28
| +3% | +$7.83K | 0.19% | 118 |
|
|
2022
Q4 | $283K | Buy |
+1,072
| New | +$283K | 0.19% | 118 |
|