4FG
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4Thought Financial Group’s McDonald's MCD Stock Holding History

4Thought Financial Group’s Portfolio MCD Stock Details MCD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-38
Closed -$11.6K – 98
2024
Q3 		$11.6K Hold
38
– – 0.01% 85
2024
Q2 		$9.68K Hold
38
– – 0.01% 87
2024
Q1 		$10.7K Hold
38
– – 0.01% 83
2023
Q4 		$11.3K Buy
+38
New +$10.3K 0.01% 87

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

4Thought Financial Group's MCD Position: Q4 2024 in Review

4Thought Financial Group sold out of McDonald's (MCD) in Q4 2024, closing a stake of 38 shares — an estimated $11.6K sold.

4Thought Financial Group first reported a position in MCD in Q4 2023 and held it in 4 quarters. The position peaked at $11.6K in Q3 2024. 3,386 funds tracked by Wall St. Rank hold MCD as of Q4 2024.

  • 4Thought Financial Group reported no remaining McDonald's position as of Q4 2024 after selling out during the quarter.
  • 4Thought Financial Group sold 38 McDonald's shares in Q4 2024, an estimated $11.6K.
  • 4Thought Financial Group first reported a position in McDonald's in Q4 2023 and held it in 4 quarters.
  • 4Thought Financial Group's McDonald's position peaked at $11.6K in Q3 2024.
  • 3,386 funds tracked by Wall St. Rank held McDonald's as of Q4 2024.

Based on 4Thought Financial Group's 13F filing for Q4 2024, filed 31 Jan 2025.