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Atlas Private Wealth Management’s McDonald's MCD Stock Holding History

Atlas Private 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
Q1 		$708K Buy
2,510
+114
+5% +$33.2K 0.3% 83
2023
Q4 		$711K Buy
2,396
+81
+3% +$22K 0.33% 82
2023
Q3 		$610K Sell
2,315
-99
-4% -$28.2K 0.33% 82
2023
Q2 		$720K Sell
2,414
-66
-3% -$19.2K 0.38% 78
2023
Q1 		$693K Buy
2,480
+86
+4% +$23K 0.42% 78
2022
Q4 		$631K Buy
2,394
+199
+9% +$52.5K 0.29% 76
2022
Q3 		$506K Buy
2,195
+103
+5% +$26.3K 0.37% 78
2022
Q2 		$516K Sell
2,092
-164
-7% -$40.4K 0.35% 82
2022
Q1 		$558K Sell
2,256
-296
-12% -$73.7K 0.32% 89
2021
Q4 		$684K Buy
2,552
+535
+27% +$135K 0.38% 77
2021
Q3 		$486K Buy
2,017
+182
+10% +$43.4K 0.3% 85
2021
Q2 		$424K Buy
1,835
+397
+28% +$92.4K 0.26% 93
2021
Q1 		$322K Buy
1,438
+438
+44% +$93.7K 0.21% 97
2020
Q4 		$215K Sell
1,000
-106
-10% -$23.1K 0.15% 111
2020
Q3 		$243K Buy
1,106
+486
+78% +$99.8K 0.19% 99
2020
Q2 		$116K Buy
620
+1
+0.2% +$183 0.09% 140
2020
Q1 		$102K Sell
619
-198
-24% -$39K 0.09% 143
2019
Q4 		$162K Buy
+817
New +$162K 0.12% 135

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Atlas Private Wealth Management's MCD Position: Q1 2024 in Review

Atlas Private Wealth Management increased its McDonald's (MCD) stake by 4.8% in Q1 2024, buying an estimated $33.2K and bringing the position to 2,510 shares worth $708K. The position accounts for 0.3% of the portfolio, ranked #83.

Atlas Private Wealth Management first reported a position in MCD in Q4 2019 and has held it in 18 quarters since. The position peaked at $720K in Q2 2023. 3,166 funds tracked by Wall St. Rank hold MCD as of Q1 2024.

  • Atlas Private Wealth Management held 2,510 shares of McDonald's worth $708K as of Q1 2024.
  • Atlas Private Wealth Management bought 114 McDonald's shares in Q1 2024, an estimated $33.2K.
  • McDonald's made up 0.3% of Atlas Private Wealth Management's portfolio in Q1 2024, its #83 holding.
  • Atlas Private Wealth Management first reported a position in McDonald's in Q4 2019 and has held it in 18 quarters since.
  • Atlas Private Wealth Management's McDonald's position peaked at $720K in Q2 2023.
  • 3,166 funds tracked by Wall St. Rank held McDonald's as of Q1 2024.

Based on Atlas Private Wealth Management's 13F filing for Q1 2024, filed 15 Apr 2024.