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Capital Wealth Alliance’s McDonald's MCD Stock Holding History

Capital Wealth Alliance’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 		– Sell
-933
Closed -$238K – 93
2024
Q2 		$238K Buy
933
+121
+15% +$32.1K 0.14% 86
2024
Q1 		$229K Sell
812
-8
-1% -$2.33K 0.14% 86
2023
Q4 		$243K Sell
820
-54
-6% -$14.7K 0.17% 79
2023
Q3 		$230K Sell
874
-16
-2% -$4.56K 0.17% 85
2023
Q2 		$266K Buy
890
+7
+0.8% +$2.03K 0.2% 83
2023
Q1 		$247K Buy
883
+7
+0.8% +$1.88K 0.2% 90
2022
Q4 		$231K Buy
876
+2
+0.2% +$528 0.19% 93
2022
Q3 		$201K Buy
874
+6
+0.7% +$1.53K 0.17% 105
2022
Q2 		$214K Buy
868
+1
+0.1% +$246 0.15% 114
2022
Q1 		$214K Sell
867
-46
-5% -$11.5K 0.13% 122
2021
Q4 		$244K Sell
913
-8
-0.9% -$2.02K 0.14% 121
2021
Q3 		$223K Buy
921
+1
+0.1% +$239 0.14% 125
2021
Q2 		$210K Buy
+920
New +$214K 0.13% 124
2020
Q1 		– Sell
-557
Closed -$119K – 228
2019
Q4 		$119K Buy
+557
New +$110K 0.1% 99

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

Capital Wealth Alliance's MCD Position: Q3 2024 in Review

Capital Wealth Alliance sold out of McDonald's (MCD) in Q3 2024, closing a stake of 933 shares — an estimated $238K sold.

Capital Wealth Alliance first reported a position in MCD in Q4 2019 and held it in 14 quarters. The position peaked at $266K in Q2 2023. 3,163 funds tracked by Wall St. Rank hold MCD as of Q3 2024.

  • Capital Wealth Alliance reported no remaining McDonald's position as of Q3 2024 after selling out during the quarter.
  • Capital Wealth Alliance sold 933 McDonald's shares in Q3 2024, an estimated $238K.
  • Capital Wealth Alliance first reported a position in McDonald's in Q4 2019 and held it in 14 quarters.
  • Capital Wealth Alliance's McDonald's position peaked at $266K in Q2 2023.
  • 3,163 funds tracked by Wall St. Rank held McDonald's as of Q3 2024.

Based on Capital Wealth Alliance's 13F filing for Q3 2024, filed 30 Oct 2024.