Cassady Schiller Wealth Management’s McDonald's MCD Stock Holding History

Cassady Schiller 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	$304K	Buy	1,049 +58	+6%	+$17.3K	0.11%	91
2024 Q3	$302K	Hold	991	–	–	0.11%	91
2024 Q2	$252K	Sell	991 -7	-0.7%	-$1.86K	0.1%	96
2024 Q1	$281K	Buy	998 +7	+0.7%	+$2.04K	0.13%	91
2023 Q4	$294K	Buy	991 +46	+5%	+$12.5K	0.15%	79
2023 Q3	$249K	Hold	945	–	–	0.14%	86
2023 Q2	$282K	Hold	945	–	–	0.15%	83
2023 Q1	$264K	Sell	945 -10	-1%	-$2.68K	0.12%	86
2022 Q4	$252K	Sell	955 -41	-4%	-$10.8K	0.15%	89
2022 Q3	$230K	Buy	996 +30	+3%	+$7.67K	0.13%	94
2022 Q2	$238K	Buy	966 +29	+3%	+$7.14K	0.13%	92
2022 Q1	$232K	Buy	937 +2	+0.2%	+$498	0.11%	99
2021 Q4	$251K	Buy	+935	New	+$236K	0.15%	86

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

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Cassady Schiller Wealth Management's MCD Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its McDonald's (MCD) stake by 5.9% in Q4 2024, buying an estimated $17.3K and bringing the position to 1,049 shares worth $304K. The position accounts for 0.11% of the portfolio, ranked #91.

Cassady Schiller Wealth Management first reported a position in MCD in Q4 2021 and has held it in 13 quarters since. 3,385 funds tracked by Wall St. Rank hold MCD as of Q4 2024.

Cassady Schiller Wealth Management held 1,049 shares of McDonald's worth $304K as of Q4 2024.
Cassady Schiller Wealth Management bought 58 McDonald's shares in Q4 2024, an estimated $17.3K.
McDonald's made up 0.11% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #91 holding.
Cassady Schiller Wealth Management first reported a position in McDonald's in Q4 2021 and has held it in 13 quarters since.
3,385 funds tracked by Wall St. Rank held McDonald's as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.