Benjamin F. Edwards & Company’s McDonald's MCD Stock Holding History

Benjamin F. Edwards & Company’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 Q2	$48.7M	Sell	190,967 -1,839	-1%	-$488K	0.86%	15
2024 Q1	$54.4M	Sell	192,806 -2,082	-1%	-$606K	0.99%	13
2023 Q4	$57.8M	Buy	194,888 +154,642	+384%	+$42.1M	1.16%	10
2023 Q3	$10.6M	Buy	40,246 +3,659	+10%	+$1.04M	0.41%	57
2023 Q2	$10.9M	Sell	36,587 -1,319	-3%	-$383K	0.42%	55
2023 Q1	$10.6M	Sell	37,906 -3	-0%	-$804	0.44%	53
2022 Q4	$9.99M	Sell	37,909 -1,223	-3%	-$323K	0.45%	52
2022 Q3	$9.03M	Buy	39,132 +504	+1%	+$129K	0.45%	56
2022 Q2	$9.54M	Buy	38,628 +1,592	+4%	+$392K	0.46%	51
2022 Q1	$9.16M	Sell	37,036 -8,883	-19%	-$2.21M	0.41%	61
2021 Q4	$12.3M	Buy	45,919 +11,228	+32%	+$2.83M	0.55%	39
2021 Q3	$8.36M	Sell	34,691 -513	-1%	-$122K	0.42%	58
2021 Q2	$8.13M	Buy	35,204 +5,298	+18%	+$1.23M	0.41%	61
2021 Q1	$6.7M	Sell	29,906 -380	-1%	-$81.3K	0.36%	70
2020 Q4	$6.5M	Sell	30,286 -762	-2%	-$166K	0.39%	61
2020 Q3	$6.82M	Sell	31,048 -708	-2%	-$145K	0.46%	54
2020 Q2	$5.86M	Sell	31,756 -385	-1%	-$70.6K	0.43%	62
2020 Q1	$5.31M	Buy	32,141 +299	+0.9%	+$58.9K	0.45%	55
2019 Q4	$6.29M	Buy	31,842 +3,940	+14%	+$782K	0.44%	52
2019 Q3	$5.99M	Buy	27,902 +1,314	+5%	+$282K	0.47%	44
2019 Q2	$5.52M	Buy	26,588 +524	+2%	+$104K	0.46%	43
2019 Q1	$4.95M	Buy	26,064 +1,832	+8%	+$332K	0.45%	47
2018 Q4	$4.3M	Buy	24,232 +1,669	+7%	+$296K	0.45%	56
2018 Q3	$3.77M	Sell	22,563 -55	-0.2%	-$8.81K	0.36%	67
2018 Q2	$3.54M	Buy	22,618 +1,479	+7%	+$240K	0.35%	68
2018 Q1	$3.31M	Sell	21,139 -27	-0.1%	-$4.44K	0.34%	67
2017 Q4	$3.64M	Sell	21,166 -286	-1%	-$48K	0.38%	64
2017 Q3	$3.36M	Buy	21,452 +1,297	+6%	+$203K	0.4%	58
2017 Q2	$3.09M	Buy	20,155 +456	+2%	+$65.9K	0.4%	58
2017 Q1	$2.55M	Sell	19,699 -1,307	-6%	-$164K	0.38%	64
2016 Q4	$2.56M	Buy	21,006 +6,469	+45%	+$759K	0.42%	59
2016 Q3	$1.68M	Buy	14,537 +488	+3%	+$57.8K	0.3%	79
2016 Q2	$1.69M	Buy	14,049 +700	+5%	+$87.7K	0.33%	76
2016 Q1	$1.68M	Sell	13,349 -5	-0%	-$597	0.35%	64
2015 Q4	$1.58M	Sell	13,354 -1,302	-9%	-$146K	0.34%	68
2015 Q3	$1.44M	Buy	14,656 +837	+6%	+$81.5K	0.32%	77
2015 Q2	$1.31M	Sell	13,819 -3,000	-18%	-$290K	0.26%	83
2015 Q1	$1.64M	Sell	16,819 -4,082	-20%	-$387K	0.34%	67
2014 Q4	$1.96M	Sell	20,901 -2,239	-10%	-$210K	0.45%	48
2014 Q3	$2.19M	Sell	23,140 -6,067	-21%	-$579K	0.55%	43
2014 Q2	$2.94M	Sell	29,207 -1,458	-5%	-$147K	0.75%	24
2014 Q1	$3.01M	Buy	30,665 +122	+0.4%	+$11.7K	0.82%	21
2013 Q4	$2.96M	Buy	30,543 +408	+1%	+$39.2K	1%	16
2013 Q3	$2.9M	Buy	30,135 +4,813	+19%	+$470K	1.07%	17
2013 Q2	$2.51M	Buy	+25,322	New	+$2.54M	1%	21

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Benjamin F. Edwards & Company's MCD Position: Q2 2024 in Review

Benjamin F. Edwards & Company reduced its McDonald's (MCD) stake by 0.95% in Q2 2024, selling an estimated $488K and leaving 190,967 shares worth $48.7M. The position accounts for 0.86% of the portfolio, ranked #15.

Benjamin F. Edwards & Company first reported a position in MCD in Q2 2013 and has held it in 45 quarters since. The position peaked at $57.8M in Q4 2023. 3,079 funds tracked by Wall St. Rank hold MCD as of Q2 2024.

Benjamin F. Edwards & Company held 190,967 shares of McDonald's worth $48.7M as of Q2 2024.
Benjamin F. Edwards & Company sold 1,839 McDonald's shares in Q2 2024, an estimated $488K.
McDonald's made up 0.86% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #15 holding.
Benjamin F. Edwards & Company first reported a position in McDonald's in Q2 2013 and has held it in 45 quarters since.
Benjamin F. Edwards & Company's McDonald's position peaked at $57.8M in Q4 2023.
3,079 funds tracked by Wall St. Rank held McDonald's as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.