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

Campbell 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
Q4 		$424K Buy
1,461
+499
+52% +$149K 0.04% 56
2024
Q3 		$293K Buy
+962
New +$265K 0.03% 54
2024
Q2 		– Sell
-1,670
Closed -$471K – 75
2024
Q1 		$471K Buy
1,670
+666
+66% +$194K 0.05% 44
2023
Q4 		$298K Buy
1,004
+203
+25% +$55.3K 0.04% 48
2023
Q3 		$211K Buy
801
+55
+7% +$15.7K 0.03% 71
2023
Q2 		$223K Buy
+746
New +$217K 0.03% 67
2022
Q1 		– Sell
-1,002
Closed -$269K – 79
2021
Q4 		$269K Buy
1,002
+3
+0.3% +$757 0.03% 59
2021
Q3 		$241K Buy
999
+3
+0.3% +$716 0.03% 65
2021
Q2 		$230K Buy
996
+3
+0.3% +$698 0.03% 59
2021
Q1 		$223K Buy
993
+3
+0.3% +$642 0.03% 62
2020
Q4 		$213K Sell
990
-56
-5% -$12.2K 0.03% 63
2020
Q3 		$230K Sell
1,046
-43
-4% -$8.83K 0.04% 50
2020
Q2 		$201K Buy
+1,089
New +$200K 0.04% 52
2020
Q1 		– Sell
-1,510
Closed -$298K – 59
2019
Q4 		$298K Hold
1,510
– – 0.06% 46
2019
Q3 		$324K Buy
1,510
+186
+14% +$39.9K 0.07% 40
2019
Q2 		$275K Sell
1,324
-30
-2% -$5.94K 0.07% 45
2019
Q1 		$257K Buy
1,354
+11
+0.8% +$2K 0.07% 44
2018
Q4 		$238K Buy
+1,343
New +$238K 0.07% 40

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

Campbell Wealth Management's MCD Position: Q4 2024 in Review

Campbell Wealth Management increased its McDonald's (MCD) stake by 52% in Q4 2024, buying an estimated $149K and bringing the position to 1,461 shares worth $424K. The position accounts for 0.04% of the portfolio, ranked #56.

Campbell Wealth Management first reported a position in MCD in Q4 2018 and has held it in 18 quarters since. The position peaked at $471K in Q1 2024. 3,385 funds tracked by Wall St. Rank hold MCD as of Q4 2024.

  • Campbell Wealth Management held 1,461 shares of McDonald's worth $424K as of Q4 2024.
  • Campbell Wealth Management bought 499 McDonald's shares in Q4 2024, an estimated $149K.
  • McDonald's made up 0.04% of Campbell Wealth Management's portfolio in Q4 2024, its #56 holding.
  • Campbell Wealth Management first reported a position in McDonald's in Q4 2018 and has held it in 18 quarters since.
  • Campbell Wealth Management's McDonald's position peaked at $471K in Q1 2024.
  • 3,385 funds tracked by Wall St. Rank held McDonald's as of Q4 2024.

Based on Campbell Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.