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Bright Futures Wealth Management’s McDonald's MCD Stock Holding History

Bright Futures 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
Q4 		– Sell
-897
Closed -$262K – 186
2024
Q3 		$262K Sell
897
-201
-18% -$55.4K 0.13% 184
2024
Q2 		$304K Hold
1,098
– – 0.16% 153
2024
Q1 		$283K Buy
+1,098
New +$319K 0.15% 159

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

Bright Futures Wealth Management's MCD Position: Q4 2024 in Review

Bright Futures Wealth Management sold out of McDonald's (MCD) in Q4 2024, closing a stake of 897 shares — an estimated $262K sold.

Bright Futures Wealth Management first reported a position in MCD in Q1 2024 and held it in 3 quarters. The position peaked at $304K in Q2 2024. 3,386 funds tracked by Wall St. Rank hold MCD as of Q4 2024.

  • Bright Futures Wealth Management reported no remaining McDonald's position as of Q4 2024 after selling out during the quarter.
  • Bright Futures Wealth Management sold 897 McDonald's shares in Q4 2024, an estimated $262K.
  • Bright Futures Wealth Management first reported a position in McDonald's in Q1 2024 and held it in 3 quarters.
  • Bright Futures Wealth Management's McDonald's position peaked at $304K in Q2 2024.
  • 3,386 funds tracked by Wall St. Rank held McDonald's as of Q4 2024.

Based on Bright Futures Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.