Bromfield Sneider Wealth Advisors’s McDonald's MCD Stock Holding History

Bromfield Sneider Wealth 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	$67.7K	Hold	240	–	–	0.04%	62
2023 Q4	$71.2K	Hold	240	–	–	0.05%	61
2023 Q3	$63.2K	Sell	240 -100	-29%	-$28.5K	0.05%	59
2023 Q2	$101K	Hold	340	–	–	0.08%	47
2023 Q1	$95.1K	Hold	340	–	–	0.08%	46
2022 Q4	$89.6K	Hold	340	–	–	0.08%	46
2022 Q3	$78K	Hold	340	–	–	0.09%	44
2022 Q2	$84K	Sell	340 -245	-42%	-$60.3K	0.1%	43
2022 Q1	$145K	Buy	+585	New	+$146K	0.15%	38

Other funds holding MCD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bromfield Sneider Wealth Advisors's MCD Position: Q1 2024 in Review

Bromfield Sneider Wealth Advisors held its McDonald's (MCD) position steady in Q1 2024 at 240 shares worth $67.7K. The position accounts for 0.04% of the portfolio, ranked #62.

Bromfield Sneider Wealth Advisors first reported a position in MCD in Q1 2022 and has held it in 9 quarters since. The position peaked at $145K in Q1 2022. 3,171 funds tracked by Wall St. Rank hold MCD as of Q1 2024.

Bromfield Sneider Wealth Advisors held 240 shares of McDonald's worth $67.7K as of Q1 2024.
Bromfield Sneider Wealth Advisors left its McDonald's share count unchanged in Q1 2024.
McDonald's made up 0.04% of Bromfield Sneider Wealth Advisors's portfolio in Q1 2024, its #62 holding.
Bromfield Sneider Wealth Advisors first reported a position in McDonald's in Q1 2022 and has held it in 9 quarters since.
Bromfield Sneider Wealth Advisors's McDonald's position peaked at $145K in Q1 2022.
3,171 funds tracked by Wall St. Rank held McDonald's as of Q1 2024.

Based on Bromfield Sneider Wealth Advisors's 13F filing for Q1 2024, filed 10 Apr 2024.