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Brendel Financial Advisors’s McDonald's MCD Stock Holding History

Brendel Financial 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
Q1 		– Sell
-11,504
Closed -$3.41M – 83
2023
Q4 		$3.41M Buy
+11,504
New +$3.13M 2.23% 11
2021
Q3 		– Sell
-152
Closed -$35K – 190
2021
Q2 		$35K Buy
+152
New +$35.4K 0.02% 185
2019
Q4 		– Sell
-12,717
Closed -$2.73M – 88
2019
Q3 		$2.73M Buy
+12,717
New +$2.73M 2.45% 10

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Brendel Financial Advisors's MCD Position: Q1 2024 in Review

Brendel Financial Advisors sold out of McDonald's (MCD) in Q1 2024, closing a stake of 11,504 shares — an estimated $3.41M sold.

Brendel Financial Advisors first reported a position in MCD in Q3 2019 and held it in 3 quarters. The position peaked at $3.41M in Q4 2023. 3,165 funds tracked by Wall St. Rank hold MCD as of Q1 2024.

  • Brendel Financial Advisors reported no remaining McDonald's position as of Q1 2024 after selling out during the quarter.
  • Brendel Financial Advisors sold 11,504 McDonald's shares in Q1 2024, an estimated $3.41M.
  • Brendel Financial Advisors first reported a position in McDonald's in Q3 2019 and held it in 3 quarters.
  • Brendel Financial Advisors's McDonald's position peaked at $3.41M in Q4 2023.
  • 3,165 funds tracked by Wall St. Rank held McDonald's as of Q1 2024.

Based on Brendel Financial Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.