Blue Bell Private Wealth Management’s McDonald's MCD Stock Holding History

Blue Bell Private 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 Q3	–	Sell	-186	Closed	-$47.3K	–	703
2024 Q2	$47.3K	Buy	186 +23	+14%	+$6.1K	0.01%	360
2024 Q1	$45.8K	Buy	163 +2	+1%	+$582	0.01%	365
2023 Q4	$47.6K	Buy	161 +38	+31%	+$10.3K	0.01%	325
2023 Q3	$32.3K	Buy	123 +42	+52%	+$12K	0.01%	309
2023 Q2	$24K	Hold	81	–	–	0.01%	334
2023 Q1	$22.5K	Hold	81	–	–	0.01%	304
2022 Q4	$21.2K	Hold	81	–	–	0.01%	304
2022 Q3	$19K	Sell	81 -10	-11%	-$2.56K	0.01%	303
2022 Q2	$22K	Hold	91	–	–	0.01%	298
2022 Q1	$22K	Hold	91	–	–	0.01%	311
2021 Q4	$24K	Buy	+91	New	+$23K	0.01%	280
2014 Q2	–	Sell	-225	Closed	-$22K	–	421
2014 Q1	$22K	Buy	225 +2	+0.9%	+$191	0.01%	288
2013 Q4	$22K	Buy	+223	New	+$21.4K	0.02%	302

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

Blue Bell Private Wealth Management's MCD Position: Q3 2024 in Review

Blue Bell Private Wealth Management sold out of McDonald's (MCD) in Q3 2024, closing a stake of 186 shares — an estimated $47.3K sold.

Blue Bell Private Wealth Management first reported a position in MCD in Q4 2013 and held it in 13 quarters. The position peaked at $47.6K in Q4 2023. 3,163 funds tracked by Wall St. Rank hold MCD as of Q3 2024.

Blue Bell Private Wealth Management reported no remaining McDonald's position as of Q3 2024 after selling out during the quarter.
Blue Bell Private Wealth Management sold 186 McDonald's shares in Q3 2024, an estimated $47.3K.
Blue Bell Private Wealth Management first reported a position in McDonald's in Q4 2013 and held it in 13 quarters.
Blue Bell Private Wealth Management's McDonald's position peaked at $47.6K in Q4 2023.
3,163 funds tracked by Wall St. Rank held McDonald's as of Q3 2024.

Based on Blue Bell Private Wealth Management's 13F filing for Q3 2024, filed 29 Oct 2024.