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Blake Schutter Theil Wealth Advisors’s McDonald's MCD Stock Holding History

Blake Schutter Theil Wealth 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
Q4 		– Sell
-2,742
Closed -$835K – 144
2024
Q3 		$835K Buy
+2,742
New +$756K 0.6% 47

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

Blake Schutter Theil Wealth Advisors's MCD Position: Q4 2024 in Review

Blake Schutter Theil Wealth Advisors sold out of McDonald's (MCD) in Q4 2024, closing a stake of 2,742 shares — an estimated $835K sold.

Blake Schutter Theil Wealth Advisors first reported a position in MCD in Q3 2024 and held it in 1 quarter. The position peaked at $835K in Q3 2024. 3,385 funds tracked by Wall St. Rank hold MCD as of Q4 2024.

  • Blake Schutter Theil Wealth Advisors reported no remaining McDonald's position as of Q4 2024 after selling out during the quarter.
  • Blake Schutter Theil Wealth Advisors sold 2,742 McDonald's shares in Q4 2024, an estimated $835K.
  • Blake Schutter Theil Wealth Advisors first reported a position in McDonald's in Q3 2024 and held it in 1 quarter.
  • Blake Schutter Theil Wealth Advisors's McDonald's position peaked at $835K in Q3 2024.
  • 3,385 funds tracked by Wall St. Rank held McDonald's as of Q4 2024.

Based on Blake Schutter Theil Wealth Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.