Annapolis Financial Services’s McDonald's MCD Stock Holding History

Annapolis Financial 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	$54.5K	Buy	179 +5	+3%	+$1.38K	0.02%	145
2024 Q2	$44.3K	Hold	174	–	–	0.01%	156
2024 Q1	$49.1K	Sell	174 -15	-8%	-$4.36K	0.02%	146
2023 Q4	$56K	Hold	189	–	–	0.01%	187
2023 Q3	$49.8K	Buy	189 +41	+28%	+$11.7K	0.01%	186
2023 Q2	$44.2K	Sell	148 -78	-35%	-$22.7K	0.01%	188
2023 Q1	$63.2K	Sell	226 -1,647	-88%	-$441K	0.02%	160
2022 Q4	$494K	Hold	1,873	–	–	0.16%	76
2022 Q3	$432K	Hold	1,873	–	–	0.16%	81
2022 Q2	$462K	Hold	1,873	–	–	0.17%	81
2022 Q1	$463K	Hold	1,873	–	–	0.15%	80
2021 Q4	$502K	Buy	1,873 +41	+2%	+$10.4K	0.16%	80
2021 Q3	$442K	Hold	1,832	–	–	0.15%	81
2021 Q2	$423K	Buy	1,832 +34	+2%	+$7.91K	0.14%	79
2021 Q1	$403K	Hold	1,798	–	–	0.15%	71
2020 Q4	$386K	Buy	+1,798	New	+$391K	0.15%	70

Other funds holding MCD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Annapolis Financial Services's MCD Position: Q3 2024 in Review

Annapolis Financial Services increased its McDonald's (MCD) stake by 2.9% in Q3 2024, buying an estimated $1.38K and bringing the position to 179 shares worth $54.5K. The position accounts for 0.02% of the portfolio, ranked #145.

Annapolis Financial Services first reported a position in MCD in Q4 2020 and has held it in 16 quarters since. The position peaked at $502K in Q4 2021. 3,163 funds tracked by Wall St. Rank hold MCD as of Q3 2024.

Annapolis Financial Services held 179 shares of McDonald's worth $54.5K as of Q3 2024.
Annapolis Financial Services bought 5 McDonald's shares in Q3 2024, an estimated $1.38K.
McDonald's made up 0.02% of Annapolis Financial Services's portfolio in Q3 2024, its #145 holding.
Annapolis Financial Services first reported a position in McDonald's in Q4 2020 and has held it in 16 quarters since.
Annapolis Financial Services's McDonald's position peaked at $502K in Q4 2021.
3,163 funds tracked by Wall St. Rank held McDonald's as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.