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Avitas Wealth Management’s McDonald's MCD Stock Holding History

Avitas 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
Q4 		$6.28M Buy
21,656
+123
+0.6% +$36.7K 0.87% 26
2024
Q3 		$6.56M Buy
21,533
+270
+1% +$74.4K 0.92% 24
2024
Q2 		$5.42M Buy
21,263
+41
+0.2% +$10.9K 0.79% 29
2024
Q1 		$5.98M Buy
21,222
+203
+1% +$59K 0.91% 27
2023
Q4 		$6.23M Buy
21,019
+611
+3% +$166K 1.04% 23
2023
Q3 		$5.38M Sell
20,408
-87
-0.4% -$24.8K 1.02% 23
2023
Q2 		$6.12M Buy
20,495
+71
+0.3% +$20.6K 1.11% 20
2023
Q1 		$5.71M Sell
20,424
-281
-1% -$75.3K 1.12% 19
2022
Q4 		$5.46M Sell
20,705
-287
-1% -$75.7K 1.15% 23
2022
Q3 		$4.84M Buy
20,992
+117
+0.6% +$29.9K 1.11% 23
2022
Q2 		$5.15M Buy
20,875
+191
+0.9% +$47K 1.13% 21
2022
Q1 		$5.12M Buy
20,684
+267
+1% +$66.5K 0.92% 21
2021
Q4 		$5.47M Buy
20,417
+392
+2% +$99K 0.92% 37
2021
Q3 		$4.83M Buy
20,025
+99
+0.5% +$23.6K 0.88% 35
2021
Q2 		$4.6M Buy
19,926
+618
+3% +$144K 0.82% 38
2021
Q1 		$4.33M Buy
19,308
+5,877
+44% +$1.26M 0.85% 35
2020
Q4 		$2.88M Sell
13,431
-2,940
-18% -$639K 0.58% 59
2020
Q3 		$3.59M Buy
16,371
+150
+0.9% +$30.8K 1% 25
2020
Q2 		$2.99M Sell
16,221
-423
-3% -$77.6K 0.99% 27
2020
Q1 		$2.75M Sell
16,644
-4,433
-21% -$873K 1.25% 25
2019
Q4 		$4.17M Buy
21,077
+41
+0.2% +$8.13K 1.07% 24
2019
Q3 		$4.52M Buy
21,036
+299
+1% +$64.1K 1.25% 14
2019
Q2 		$4.31M Sell
20,737
-4,912
-19% -$973K 1.2% 17
2019
Q1 		$4.87M Buy
25,649
+273
+1% +$49.5K 1.42% 15
2018
Q4 		$4.51M Buy
25,376
+8,951
+54% +$1.59M 1.48% 12
2018
Q3 		$2.75M Buy
16,425
+678
+4% +$109K 0.78% 56
2018
Q2 		$2.47M Buy
+15,747
New +$2.55M 0.77% 60

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

Avitas Wealth Management's MCD Position: Q4 2024 in Review

Avitas Wealth Management increased its McDonald's (MCD) stake by 0.57% in Q4 2024, buying an estimated $36.7K and bringing the position to 21,656 shares worth $6.28M. The position accounts for 0.87% of the portfolio, ranked #26.

Avitas Wealth Management first reported a position in MCD in Q2 2018 and has held it in 27 quarters since. The position peaked at $6.56M in Q3 2024. 3,385 funds tracked by Wall St. Rank hold MCD as of Q4 2024.

  • Avitas Wealth Management held 21,656 shares of McDonald's worth $6.28M as of Q4 2024.
  • Avitas Wealth Management bought 123 McDonald's shares in Q4 2024, an estimated $36.7K.
  • McDonald's made up 0.87% of Avitas Wealth Management's portfolio in Q4 2024, its #26 holding.
  • Avitas Wealth Management first reported a position in McDonald's in Q2 2018 and has held it in 27 quarters since.
  • Avitas Wealth Management's McDonald's position peaked at $6.56M in Q3 2024.
  • 3,385 funds tracked by Wall St. Rank held McDonald's as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.