Beacon Bridge Wealth Partners’s McDonald's MCD Stock Holding History

Beacon Bridge Wealth Partners’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	–	Sell	-858	Closed	-$254K	–	105
2023 Q4	$254K	Sell	858 -136	-14%	-$37K	0.13%	82
2023 Q3	$262K	Sell	994 -203	-17%	-$57.9K	0.14%	68
2023 Q2	$357K	Sell	1,197 -27	-2%	-$7.84K	0.18%	53
2023 Q1	$342K	Sell	1,224 -92	-7%	-$24.6K	0.21%	55
2022 Q4	$347K	Buy	+1,316	New	+$347K	0.25%	50

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Beacon Bridge Wealth Partners's MCD Position: Q1 2024 in Review

Beacon Bridge Wealth Partners sold out of McDonald's (MCD) in Q1 2024, closing a stake of 858 shares — an estimated $254K sold.

Beacon Bridge Wealth Partners first reported a position in MCD in Q4 2022 and held it in 5 quarters. The position peaked at $357K in Q2 2023. 3,165 funds tracked by Wall St. Rank hold MCD as of Q1 2024.

Beacon Bridge Wealth Partners reported no remaining McDonald's position as of Q1 2024 after selling out during the quarter.
Beacon Bridge Wealth Partners sold 858 McDonald's shares in Q1 2024, an estimated $254K.
Beacon Bridge Wealth Partners first reported a position in McDonald's in Q4 2022 and held it in 5 quarters.
Beacon Bridge Wealth Partners's McDonald's position peaked at $357K in Q2 2023.
3,165 funds tracked by Wall St. Rank held McDonald's as of Q1 2024.

Based on Beacon Bridge Wealth Partners's 13F filing for Q1 2024, filed 3 May 2024.