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Buckingham Strategic Wealth’s McDonald's MCD Stock Holding History

Buckingham Strategic Wealth’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
Q2 		$9.91M Buy
38,887
+1,031
+3% +$274K 0.1% 97
2024
Q1 		$10.7M Sell
37,856
-4,162
-10% -$1.21M 0.11% 95
2023
Q4 		$12.5M Sell
42,018
-3,609
-8% -$982K 0.15% 84
2023
Q3 		$12M Buy
45,627
+44
+0.1% +$12.5K 0.17% 74
2023
Q2 		$13.6M Buy
45,583
+6,123
+16% +$1.78M 0.19% 63
2023
Q1 		$10.4M Hold
39,460
– – 0.19% 67
2022
Q4 		$10.4M Sell
39,460
-933
-2% -$246K 0.19% 67
2022
Q3 		$9.32M Buy
40,393
+310
+0.8% +$79.2K 0.19% 65
2022
Q2 		$9.9M Buy
40,083
+2,283
+6% +$562K 0.2% 63
2022
Q1 		$9.35M Buy
37,800
+2,371
+7% +$591K 0.18% 64
2021
Q4 		$9.5M Sell
35,429
-1,128
-3% -$285K 0.18% 66
2021
Q3 		$8.81M Buy
36,557
+1,308
+4% +$312K 0.18% 62
2021
Q2 		$8.14M Sell
35,249
-1,437
-4% -$334K 0.2% 63
2021
Q1 		$8.22M Buy
36,686
+522
+1% +$112K 0.41% 54
2020
Q4 		$7.76M Buy
36,164
+1,570
+5% +$341K 0.41% 56
2020
Q3 		$7.59M Buy
34,594
+378
+1% +$77.6K 0.58% 37
2020
Q2 		$6.31M Buy
34,216
+1,037
+3% +$190K 0.6% 39
2020
Q1 		$5.49M Buy
33,179
+1,111
+3% +$219K 0.53% 42
2019
Q4 		$6.34M Buy
32,068
+3,745
+13% +$743K 0.61% 38
2019
Q3 		$6.08M Buy
28,323
+499
+2% +$107K 0.66% 33
2019
Q2 		$5.78M Buy
27,824
+5,472
+24% +$1.08M 0.63% 33
2019
Q1 		$4.25M Buy
22,352
+329
+1% +$59.7K 0.54% 46
2018
Q4 		$3.91M Buy
22,023
+1,572
+8% +$279K 0.6% 38
2018
Q3 		$3.42M Sell
20,451
-649
-3% -$104K 0.53% 44
2018
Q2 		$3.31M Buy
21,100
+791
+4% +$128K 0.54% 44
2018
Q1 		$3.18M Buy
20,309
+4,202
+26% +$691K 0.62% 36
2017
Q4 		$2.77M Buy
16,107
+1,043
+7% +$175K 0.58% 37
2017
Q3 		$2.36M Sell
15,064
-3,909
-21% -$613K 0.56% 36
2017
Q2 		$2.91M Buy
18,973
+11,604
+157% +$1.68M 0.68% 31
2017
Q1 		$955K Buy
7,369
+40
+0.5% +$5.02K 0.28% 79
2016
Q4 		$892K Sell
7,329
-165
-2% -$19.3K 0.29% 73
2016
Q3 		$865K Sell
7,494
-166
-2% -$19.7K 0.29% 70
2016
Q2 		$922K Buy
7,660
+354
+5% +$44.3K 0.31% 62
2016
Q1 		$918K Sell
7,306
-629
-8% -$75.2K 0.3% 66
2015
Q4 		$937K Buy
7,935
+1,745
+28% +$195K 0.31% 58
2015
Q3 		$610K Buy
6,190
+96
+2% +$9.35K 0.22% 87
2015
Q2 		$579K Buy
6,094
+648
+12% +$62.7K 0.19% 97
2015
Q1 		$531K Buy
5,446
+449
+9% +$42.6K 0.2% 93
2014
Q4 		$468K Sell
4,997
-1,095
-18% -$103K 0.18% 97
2014
Q3 		$578K Buy
6,092
+2,107
+53% +$201K 0.24% 69
2014
Q2 		$401K Sell
3,985
-411
-9% -$41.5K 0.17% 95
2014
Q1 		$431K Sell
4,396
-680
-13% -$65K 0.2% 80
2013
Q4 		$493K Buy
5,076
+565
+13% +$54.3K 0.23% 76
2013
Q3 		$434K Buy
4,511
+934
+26% +$91.2K 0.23% 69
2013
Q2 		$354K Buy
+3,577
New +$358K 0.2% 81

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Buckingham Strategic Wealth's MCD Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its McDonald's (MCD) stake by 2.7% in Q2 2024, buying an estimated $274K and bringing the position to 38,887 shares worth $9.91M. The position accounts for 0.1% of the portfolio, ranked #97.

Buckingham Strategic Wealth first reported a position in MCD in Q2 2013 and has held it in 45 quarters since. The position peaked at $13.6M in Q2 2023. 3,078 funds tracked by Wall St. Rank hold MCD as of Q2 2024.

  • Buckingham Strategic Wealth held 38,887 shares of McDonald's worth $9.91M as of Q2 2024.
  • Buckingham Strategic Wealth bought 1,031 McDonald's shares in Q2 2024, an estimated $274K.
  • McDonald's made up 0.1% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #97 holding.
  • Buckingham Strategic Wealth first reported a position in McDonald's in Q2 2013 and has held it in 45 quarters since.
  • Buckingham Strategic Wealth's McDonald's position peaked at $13.6M in Q2 2023.
  • 3,078 funds tracked by Wall St. Rank held McDonald's as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.