BBJS Financial Advisors’s McDonald's MCD Stock Holding History

BBJS Financial 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	$77.7K	Hold	255	–	–	0.03%	63
2024 Q2	$65K	Buy	+255	New	+$67.7K	0.02%	64

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

BBJS Financial Advisors's MCD Position: Q3 2024 in Review

BBJS Financial Advisors held its McDonald's (MCD) position steady in Q3 2024 at 255 shares worth $77.7K. The position accounts for 0.03% of the portfolio, ranked #63.

BBJS Financial Advisors first reported a position in MCD in Q2 2024 and has held it in 2 quarters since. 3,163 funds tracked by Wall St. Rank hold MCD as of Q3 2024.

BBJS Financial Advisors held 255 shares of McDonald's worth $77.7K as of Q3 2024.
BBJS Financial Advisors left its McDonald's share count unchanged in Q3 2024.
McDonald's made up 0.03% of BBJS Financial Advisors's portfolio in Q3 2024, its #63 holding.
BBJS Financial Advisors first reported a position in McDonald's in Q2 2024 and has held it in 2 quarters since.
3,163 funds tracked by Wall St. Rank held McDonald's as of Q3 2024.

Based on BBJS Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.