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Alera Investment Advisors’s McDonald's MCD Stock Holding History

Alera Investment Advisors’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 		$633K Sell
2,079
-134
-6% -$36.9K 0.07% 115
2024
Q2 		$564K Buy
2,213
+218
+11% +$57.8K 0.07% 116
2024
Q1 		$562K Buy
1,995
+30
+2% +$8.72K 0.08% 107
2023
Q4 		$583K Sell
1,965
-13
-0.7% -$3.54K 0.08% 112
2023
Q3 		$521K Sell
1,978
-23
-1% -$6.56K 0.09% 107
2023
Q2 		$597K Sell
2,001
-354
-15% -$103K 0.13% 100
2023
Q1 		$658K Buy
2,355
+19
+0.8% +$5.09K 0.15% 84
2022
Q4 		$616K Sell
2,336
-1,198
-34% -$316K 0.15% 88
2022
Q3 		$815K Sell
3,534
-248
-7% -$63.4K 0.23% 55
2022
Q2 		$935K Sell
3,782
-112
-3% -$27.6K 0.26% 50
2022
Q1 		$964K Buy
+3,894
New +$970K 0.22% 62
2019
Q4 		– Sell
-1,178
Closed -$253K – 70
2019
Q3 		$253K Buy
1,178
+80
+7% +$17.2K 0.13% 63
2019
Q2 		$228K Sell
1,098
-100
-8% -$19.8K 0.12% 65
2019
Q1 		$228K Sell
1,198
-1,246
-51% -$226K 0.11% 67
2018
Q4 		$434K Buy
+2,444
New +$433K 0.26% 47

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

Alera Investment Advisors's MCD Position: Q3 2024 in Review

Alera Investment Advisors reduced its McDonald's (MCD) stake by 6.1% in Q3 2024, selling an estimated $36.9K and leaving 2,079 shares worth $633K. The position accounts for 0.07% of the portfolio, ranked #115.

Alera Investment Advisors first reported a position in MCD in Q4 2018 and has held it in 15 quarters since. The position peaked at $964K in Q1 2022. 3,164 funds tracked by Wall St. Rank hold MCD as of Q3 2024.

  • Alera Investment Advisors held 2,079 shares of McDonald's worth $633K as of Q3 2024.
  • Alera Investment Advisors sold 134 McDonald's shares in Q3 2024, an estimated $36.9K.
  • McDonald's made up 0.07% of Alera Investment Advisors's portfolio in Q3 2024, its #115 holding.
  • Alera Investment Advisors first reported a position in McDonald's in Q4 2018 and has held it in 15 quarters since.
  • Alera Investment Advisors's McDonald's position peaked at $964K in Q1 2022.
  • 3,164 funds tracked by Wall St. Rank held McDonald's as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.