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Brophy Wealth Management’s McDonald's MCD Stock Holding History

Brophy 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
Q3 		$1.55M Buy
+5,095
New +$1.4M 0.56% 38

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Brophy Wealth Management's MCD Position: Q3 2024 in Review

Brophy Wealth Management opened a new position in McDonald's (MCD) in Q3 2024: 5,095 shares worth $1.55M. The stake represents 0.56% of the portfolio and ranks #38 among its holdings.

3,168 funds tracked by Wall St. Rank hold MCD as of Q3 2024.

  • Brophy Wealth Management held 5,095 shares of McDonald's worth $1.55M as of Q3 2024.
  • McDonald's was a new Brophy Wealth Management position in Q3 2024.
  • McDonald's made up 0.56% of Brophy Wealth Management's portfolio in Q3 2024, its #38 holding.
  • 3,168 funds tracked by Wall St. Rank held McDonald's as of Q3 2024.

Based on Brophy Wealth Management's 13F filing for Q3 2024, filed 15 Nov 2024.