Brogan Financial’s McDonald's MCD Stock Holding History

Brogan Financial’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	-1,359	Closed	-$414K	–	58
2024 Q3	$414K	Sell	1,359 -40	-3%	-$11K	0.24%	33
2024 Q2	$357K	Buy	1,399 +4	+0.3%	+$1.06K	0.22%	33
2024 Q1	$393K	Buy	1,395 +9	+0.6%	+$2.62K	0.26%	30
2023 Q4	$411K	Sell	1,386 -3	-0.2%	-$817	0.3%	25
2023 Q3	$366K	Hold	1,389	–	–	0.32%	25
2023 Q2	$415K	Hold	1,389	–	–	0.35%	20
2023 Q1	$388K	Hold	1,389	–	–	0.34%	20
2022 Q4	$366K	Buy	+1,389	New	+$366K	0.33%	23

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

Brogan Financial's MCD Position: Q4 2024 in Review

Brogan Financial sold out of McDonald's (MCD) in Q4 2024, closing a stake of 1,359 shares — an estimated $414K sold.

Brogan Financial first reported a position in MCD in Q4 2022 and held it in 8 quarters. The position peaked at $415K in Q2 2023. 3,385 funds tracked by Wall St. Rank hold MCD as of Q4 2024.

Brogan Financial reported no remaining McDonald's position as of Q4 2024 after selling out during the quarter.
Brogan Financial sold 1,359 McDonald's shares in Q4 2024, an estimated $414K.
Brogan Financial first reported a position in McDonald's in Q4 2022 and held it in 8 quarters.
Brogan Financial's McDonald's position peaked at $415K in Q2 2023.
3,385 funds tracked by Wall St. Rank held McDonald's as of Q4 2024.

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