KFP
KMG Fiduciary Partners’s McDonald's MCD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.61M | Sell |
8,934
-193
| -2% | -$56.4K | 0.19% | 114 |
|
|
2025
Q1 | $2.85M | Sell |
9,127
-332
| -4% | -$104K | 0.24% | 99 |
|
|
2024
Q4 | $2.74M | Sell |
9,459
-528
| -5% | -$153K | 0.23% | 102 |
|
|
2024
Q3 | $3.04M | Sell |
9,987
-12,693
| -56% | -$3.87M | 0.26% | 92 |
|
|
2024
Q2 | $5.78M | Sell |
22,680
-287
| -1% | -$73.1K | 0.57% | 45 |
|
|
2024
Q1 | $6.48M | Buy |
22,967
+456
| +2% | +$129K | 0.67% | 40 |
|
|
2023
Q4 | $6.67M | Buy |
22,511
+419
| +2% | +$124K | 0.78% | 33 |
|
|
2023
Q3 | $5.82M | Buy |
22,092
+261
| +1% | +$68.8K | 0.77% | 36 |
|
|
2023
Q2 | $6.51M | Buy |
21,831
+1,431
| +7% | +$427K | 0.84% | 29 |
|
|
2023
Q1 | $5.7M | Sell |
20,400
-71
| -0.3% | -$19.9K | 0.82% | 28 |
|
|
2022
Q4 | $5.39M | Buy |
20,471
+545
| +3% | +$144K | 0.89% | 27 |
|
|
2022
Q3 | $4.6M | Sell |
19,926
-3,320
| -14% | -$766K | 0.88% | 30 |
|
|
2022
Q2 | $5.74M | Sell |
23,246
-2,084
| -8% | -$515K | 1.07% | 22 |
|
|
2022
Q1 | $6.26M | Buy |
25,330
+668
| +3% | +$165K | 1% | 26 |
|
|
2021
Q4 | $6.61M | Buy |
24,662
+1,654
| +7% | +$443K | 1.02% | 25 |
|
|
2021
Q3 | $5.55M | Buy |
23,008
+3,157
| +16% | +$761K | 0.94% | 28 |
|
|
2021
Q2 | $4.59M | Buy |
19,851
+684
| +4% | +$158K | 0.81% | 31 |
|
|
2021
Q1 | $4.3M | Buy |
19,167
+901
| +5% | +$202K | 0.84% | 32 |
|
|
2020
Q4 | $3.86M | Buy |
18,266
+79
| +0.4% | +$16.7K | 0.81% | 33 |
|
|
2020
Q3 | $3.99M | Sell |
18,187
-1,293
| -7% | -$284K | 0.99% | 28 |
|
|
2020
Q2 | $3.59M | Sell |
19,480
-221
| -1% | -$40.8K | 1% | 28 |
|
|
2020
Q1 | $3.26M | Buy |
19,701
+1,621
| +9% | +$268K | 1.06% | 32 |
|
|
2019
Q4 | $3.57M | Sell |
18,080
-317
| -2% | -$62.6K | 1.09% | 34 |
|
|
2019
Q3 | $3.95M | Buy |
18,397
+157
| +0.9% | +$33.7K | 1.34% | 27 |
|
|
2019
Q2 | $3.79M | Buy |
18,240
+1,224
| +7% | +$254K | 1.37% | 24 |
|
|
2019
Q1 | $3.23M | Buy |
17,016
+315
| +2% | +$59.8K | 1.23% | 27 |
|
|
2018
Q4 | $2.97M | Buy |
+16,701
| New | +$2.97M | 1.35% | 27 |
|