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Boston Financial Management’s McDonald's MCD Stock Holding History

Boston Financial 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
Q4 		$2.99M Buy
10,326
+47
+0.5% +$14K 0.09% 120
2024
Q3 		$3.13M Sell
10,279
-1,003
-9% -$276K 0.09% 122
2024
Q2 		$2.88M Buy
11,282
+102
+0.9% +$27.1K 0.09% 121
2024
Q1 		$3.15M Sell
11,180
-56
-0.5% -$16.3K 0.1% 120
2023
Q4 		$3.33M Sell
11,236
-1,009
-8% -$275K 0.11% 112
2023
Q3 		$3.23M Buy
12,245
+92
+0.8% +$26.2K 0.12% 113
2023
Q2 		$3.63M Sell
12,153
-748
-6% -$217K 0.13% 109
2023
Q1 		$3.61M Sell
12,901
-294
-2% -$78.8K 0.14% 109
2022
Q4 		$3.48M Buy
13,195
+287
+2% +$75.7K 0.14% 105
2022
Q3 		$2.98M Buy
12,908
+1,622
+14% +$415K 0.13% 103
2022
Q2 		$2.79M Buy
11,286
+699
+7% +$172K 0.12% 103
2022
Q1 		$2.62M Buy
10,587
+947
+10% +$236K 0.1% 111
2021
Q4 		$2.58M Buy
9,640
+136
+1% +$34.3K 0.09% 102
2021
Q3 		$2.29M Buy
9,504
+42
+0.4% +$10K 0.09% 100
2021
Q2 		$2.19M Sell
9,462
-913
-9% -$212K 0.09% 98
2021
Q1 		$2.33M Sell
10,375
-2,385
-19% -$510K 0.1% 93
2020
Q4 		$2.74M Sell
12,760
-1,636
-11% -$356K 0.12% 85
2020
Q3 		$3.16M Sell
14,396
-725
-5% -$149K 0.15% 82
2020
Q2 		$2.79M Buy
15,121
+1,812
+14% +$332K 0.15% 84
2020
Q1 		$2.2M Sell
13,309
-1,512
-10% -$298K 0.14% 89
2019
Q4 		$2.93M Sell
14,821
-416
-3% -$82.5K 0.16% 95
2019
Q3 		$3.27M Buy
15,237
+317
+2% +$68K 0.19% 98
2019
Q2 		$3.1M Sell
14,920
-827
-5% -$164K 0.18% 100
2019
Q1 		$2.99M Sell
15,747
-790
-5% -$143K 0.18% 101
2018
Q4 		$2.94M Sell
16,537
-670
-4% -$119K 0.2% 100
2018
Q3 		$2.88M Sell
17,207
-980
-5% -$157K 0.17% 110
2018
Q2 		$2.85M Sell
18,187
-1,395
-7% -$226K 0.19% 112
2018
Q1 		$3.06M Sell
19,582
-510
-3% -$83.9K 0.21% 113
2017
Q4 		$3.46M Sell
20,092
-299
-1% -$50.2K 0.23% 114
2017
Q3 		$3.19M Sell
20,391
-7,188
-26% -$1.13M 0.23% 118
2017
Q2 		$4.22M Sell
27,579
-3,845
-12% -$556K 0.3% 109
2017
Q1 		$4.07M Buy
31,424
+742
+2% +$93.1K 0.3% 109
2016
Q4 		$3.73M Sell
30,682
-923
-3% -$108K 0.29% 112
2016
Q3 		$3.65M Sell
31,605
-363
-1% -$43K 0.3% 116
2016
Q2 		$3.85M Buy
31,968
+2,088
+7% +$261K 0.31% 110
2016
Q1 		$3.75M Sell
29,880
-604
-2% -$72.2K 0.56% 68
2015
Q4 		$3.6M Sell
30,484
-676
-2% -$75.6K 0.52% 71
2015
Q3 		$3.07M Sell
31,160
-1,077
-3% -$105K 0.43% 80
2015
Q2 		$3.06M Sell
32,237
-6,595
-17% -$638K 0.39% 81
2015
Q1 		$3.78M Sell
38,832
-2,726
-7% -$259K 0.47% 70
2014
Q4 		$3.89M Sell
41,558
-10,706
-20% -$1M 0.49% 73
2014
Q3 		$4.96M Sell
52,264
-10,548
-17% -$1.01M 0.65% 51
2014
Q2 		$6.33M Sell
62,812
-1,040
-2% -$105K 0.83% 37
2014
Q1 		$6.26M Sell
63,852
-11,919
-16% -$1.14M 0.84% 37
2013
Q4 		$7.35M Sell
75,771
-7,068
-9% -$679K 1.01% 27
2013
Q3 		$7.97M Buy
82,839
+782
+1% +$76.3K 1.2% 15
2013
Q2 		$8.12M Buy
+82,057
New +$8.22M 1.25% 16

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

Boston Financial Management's MCD Position: Q4 2024 in Review

Boston Financial Management increased its McDonald's (MCD) stake by 0.46% in Q4 2024, buying an estimated $14K and bringing the position to 10,326 shares worth $2.99M. The position accounts for 0.09% of the portfolio, ranked #120.

Boston Financial Management first reported a position in MCD in Q2 2013 and has held it in 47 quarters since. The position peaked at $8.12M in Q2 2013. 3,386 funds tracked by Wall St. Rank hold MCD as of Q4 2024.

  • Boston Financial Management held 10,326 shares of McDonald's worth $2.99M as of Q4 2024.
  • Boston Financial Management bought 47 McDonald's shares in Q4 2024, an estimated $14K.
  • McDonald's made up 0.09% of Boston Financial Management's portfolio in Q4 2024, its #120 holding.
  • Boston Financial Management first reported a position in McDonald's in Q2 2013 and has held it in 47 quarters since.
  • Boston Financial Management's McDonald's position peaked at $8.12M in Q2 2013.
  • 3,386 funds tracked by Wall St. Rank held McDonald's as of Q4 2024.

Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.