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Cedar Brook Financial Partners’s McDonald's MCD Stock Holding History

Cedar Brook Financial Partners’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 		– Sell
-3,502
Closed -$987K – 253
2024
Q1 		$987K Buy
3,502
+41
+1% +$11.9K 0.2% 124
2023
Q4 		$1.02M Buy
3,461
+1,011
+41% +$275K 0.23% 107
2023
Q3 		$645K Sell
2,450
-176
-7% -$50.2K 0.17% 138
2023
Q2 		$784K Sell
2,626
-118
-4% -$34.3K 0.19% 124
2023
Q1 		$767K Buy
2,744
+194
+8% +$52K 0.2% 122
2022
Q4 		$672K Buy
2,550
+48
+2% +$12.7K 0.19% 134
2022
Q3 		$577K Buy
2,502
+145
+6% +$37.1K 0.19% 138
2022
Q2 		$582K Buy
2,357
+53
+2% +$13.1K 0.18% 140
2022
Q1 		$570K Sell
2,304
-129
-5% -$32.1K 0.15% 163
2021
Q4 		$652K Buy
2,433
+479
+25% +$121K 0.17% 148
2021
Q3 		$471K Sell
1,954
-529
-21% -$126K 0.14% 173
2021
Q2 		$573K Buy
2,483
+463
+23% +$108K 0.17% 154
2021
Q1 		$453K Sell
2,020
-55
-3% -$11.8K 0.16% 156
2020
Q4 		$445K Sell
2,075
-21
-1% -$4.57K 0.16% 158
2020
Q3 		$460K Buy
2,096
+38
+2% +$7.8K 0.18% 147
2020
Q2 		$380K Buy
2,058
+21
+1% +$3.85K 0.17% 159
2020
Q1 		$337K Buy
2,037
+155
+8% +$30.5K 0.19% 157
2019
Q4 		$372K Sell
1,882
-302
-14% -$59.9K 0.16% 172
2019
Q3 		$469K Buy
2,184
+13
+0.6% +$2.79K 0.21% 150
2019
Q2 		$451K Buy
2,171
+34
+2% +$6.74K 0.21% 156
2019
Q1 		$406K Buy
2,137
+39
+2% +$7.08K 0.2% 159
2018
Q4 		$372K Buy
+2,098
New +$372K 0.23% 149

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

Cedar Brook Financial Partners's MCD Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of McDonald's (MCD) in Q2 2024, closing a stake of 3,502 shares — an estimated $987K sold.

Cedar Brook Financial Partners first reported a position in MCD in Q4 2018 and held it in 22 quarters. The position peaked at $1.02M in Q4 2023. 3,078 funds tracked by Wall St. Rank hold MCD as of Q2 2024.

  • Cedar Brook Financial Partners reported no remaining McDonald's position as of Q2 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 3,502 McDonald's shares in Q2 2024, an estimated $987K.
  • Cedar Brook Financial Partners first reported a position in McDonald's in Q4 2018 and held it in 22 quarters.
  • Cedar Brook Financial Partners's McDonald's position peaked at $1.02M in Q4 2023.
  • 3,078 funds tracked by Wall St. Rank held McDonald's as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.