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	$962	Buy	+100	New	+$26.5K	﹤0.01%	791

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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.