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American Planning Services’s McDonald's MCD Stock Holding History

American Planning Services’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 		$339K Hold
1,114
– – 0.27% 40
2024
Q2 		$284K Hold
1,114
– – 0.2% 43
2024
Q1 		$314K Hold
1,114
– – 0.23% 35
2023
Q4 		$330K Hold
1,114
– – 0.25% 32
2023
Q3 		$293K Hold
1,114
– – 0.2% 26
2023
Q2 		$332K Hold
1,114
– – 0.22% 25
2023
Q1 		$311K Buy
1,114
+69
+7% +$18.5K 0.21% 24
2022
Q4 		$275K Buy
1,045
+1,044
+104,400% +$275K 0.28% 22
2022
Q3 		$241 Sell
1
-1,044
-100% -$267K 0.3% 24
2022
Q2 		$257K Hold
1,045
– – 0.29% 25
2022
Q1 		$258K Hold
1,045
– – 0.28% 25
2021
Q4 		$280K Buy
+1,045
New +$264K 0.25% 19

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

American Planning Services's MCD Position: Q3 2024 in Review

American Planning Services held its McDonald's (MCD) position steady in Q3 2024 at 1,114 shares worth $339K. The position accounts for 0.27% of the portfolio, ranked #40.

American Planning Services first reported a position in MCD in Q4 2021 and has held it in 12 quarters since. 3,168 funds tracked by Wall St. Rank hold MCD as of Q3 2024.

  • American Planning Services held 1,114 shares of McDonald's worth $339K as of Q3 2024.
  • American Planning Services left its McDonald's share count unchanged in Q3 2024.
  • McDonald's made up 0.27% of American Planning Services's portfolio in Q3 2024, its #40 holding.
  • American Planning Services first reported a position in McDonald's in Q4 2021 and has held it in 12 quarters since.
  • 3,168 funds tracked by Wall St. Rank held McDonald's as of Q3 2024.

Based on American Planning Services's 13F filing for Q3 2024, filed 14 Nov 2024.