Tilia Fiduciary Partners’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 | $565K | Buy |
1,934
+11
| +0.6% | +$3.21K | 0.34% | 73 |
|
|
2025
Q1 | $601K | Sell |
1,923
-21
| -1% | -$6.56K | 0.4% | 70 |
|
|
2024
Q4 | $564K | Buy |
1,944
+2
| +0.1% | +$580 | 0.38% | 65 |
|
|
2024
Q3 | $591K | Buy |
1,942
+27
| +1% | +$8.22K | 0.41% | 63 |
|
|
2024
Q2 | $488K | Buy |
1,915
+23
| +1% | +$5.86K | 0.38% | 66 |
|
|
2024
Q1 | $533K | Sell |
1,892
-326
| -15% | -$91.9K | 0.43% | 64 |
|
|
2023
Q4 | $658K | Sell |
2,218
-292
| -12% | -$86.6K | 0.61% | 58 |
|
|
2023
Q3 | $661K | Buy |
2,510
+134
| +6% | +$35.3K | 0.69% | 54 |
|
|
2023
Q2 | $709K | Sell |
2,376
-78
| -3% | -$23.3K | 0.63% | 52 |
|
|
2023
Q1 | $686K | Buy |
2,454
+2
| +0.1% | +$559 | 0.65% | 52 |
|
|
2022
Q4 | $646K | Sell |
2,452
-11
| -0.4% | -$2.9K | 0.62% | 55 |
|
|
2022
Q3 | $584K | Sell |
2,463
-12
| -0.5% | -$2.85K | 0.59% | 54 |
|
|
2022
Q2 | $622K | Buy |
2,475
+43
| +2% | +$10.8K | 0.59% | 55 |
|
|
2022
Q1 | $601K | Sell |
2,432
-31
| -1% | -$7.66K | 0.51% | 59 |
|
|
2021
Q4 | $660K | Buy |
+2,463
| New | +$660K | 0.53% | 57 |
|