9WM
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9258 Wealth Management’s McDonald's MCD Stock Holding History

9258 Wealth Management’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
Q3 		$889K Sell
2,921
-38
-1% -$10.5K 0.13% 131
2024
Q2 		$754K Buy
2,959
+126
+4% +$33.4K 0.12% 148
2024
Q1 		$799K Buy
2,833
+37
+1% +$10.8K 0.12% 143
2023
Q4 		$829K Buy
2,796
+113
+4% +$30.8K 0.15% 134
2023
Q3 		$707K Sell
2,683
-5
-0.2% -$1.43K 0.14% 140
2023
Q2 		$802K Sell
2,688
-122
-4% -$35.4K 0.15% 126
2023
Q1 		$786K Buy
2,810
+126
+5% +$33.8K 0.16% 120
2022
Q4 		$707K Buy
2,684
+53
+2% +$14K 0.15% 129
2022
Q3 		$607K Sell
2,631
-350
-12% -$89.5K 0.16% 140
2022
Q2 		$736K Buy
2,981
+472
+19% +$116K 0.19% 128
2022
Q1 		$620K Sell
2,509
-15
-0.6% -$3.74K 0.14% 160
2021
Q4 		$677K Buy
2,524
+220
+10% +$55.5K 0.16% 146
2021
Q3 		$556K Buy
2,304
+342
+17% +$81.6K 0.15% 154
2021
Q2 		$453K Buy
1,962
+213
+12% +$49.6K 0.12% 187
2021
Q1 		$392K Buy
1,749
+62
+4% +$13.3K 0.12% 193
2020
Q4 		$362K Sell
1,687
-68
-4% -$14.8K 0.12% 192
2020
Q3 		$374K Sell
1,755
-177
-9% -$36.3K 0.14% 166
2020
Q2 		$356K Buy
1,932
+30
+2% +$5.5K 0.14% 175
2020
Q1 		$354K Buy
1,902
+195
+11% +$38.4K 0.16% 160
2019
Q4 		$337K Buy
+1,707
New +$339K 0.12% 203

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

9258 Wealth Management's MCD Position: Q3 2024 in Review

9258 Wealth Management reduced its McDonald's (MCD) stake by 1.3% in Q3 2024, selling an estimated $10.5K and leaving 2,921 shares worth $889K. The position accounts for 0.13% of the portfolio, ranked #131.

9258 Wealth Management first reported a position in MCD in Q4 2019 and has held it in 20 quarters since. 3,163 funds tracked by Wall St. Rank hold MCD as of Q3 2024.

  • 9258 Wealth Management held 2,921 shares of McDonald's worth $889K as of Q3 2024.
  • 9258 Wealth Management sold 38 McDonald's shares in Q3 2024, an estimated $10.5K.
  • McDonald's made up 0.13% of 9258 Wealth Management's portfolio in Q3 2024, its #131 holding.
  • 9258 Wealth Management first reported a position in McDonald's in Q4 2019 and has held it in 20 quarters since.
  • 3,163 funds tracked by Wall St. Rank held McDonald's as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.