Channel Wealth’s McDonald's MCD Stock Holding History

Channel 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	–	Sell	-1,057	Closed	-$298K	–	177
2024 Q1	$298K	Sell	1,057 -9	-0.8%	-$2.62K	0.12%	132
2023 Q4	$316K	Sell	1,066 -15	-1%	-$4.08K	0.15%	120
2023 Q3	$285K	Sell	1,081 -9	-0.8%	-$2.57K	0.16%	122
2023 Q2	$325K	Buy	1,090 +51	+5%	+$14.8K	0.19%	119
2023 Q1	$291K	Buy	+1,039	New	+$278K	0.19%	135

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

Channel Wealth's MCD Position: Q2 2024 in Review

Channel Wealth sold out of McDonald's (MCD) in Q2 2024, closing a stake of 1,057 shares — an estimated $298K sold.

Channel Wealth first reported a position in MCD in Q1 2023 and held it in 5 quarters. The position peaked at $325K in Q2 2023. 3,079 funds tracked by Wall St. Rank hold MCD as of Q2 2024.

Channel Wealth reported no remaining McDonald's position as of Q2 2024 after selling out during the quarter.
Channel Wealth sold 1,057 McDonald's shares in Q2 2024, an estimated $298K.
Channel Wealth first reported a position in McDonald's in Q1 2023 and held it in 5 quarters.
Channel Wealth's McDonald's position peaked at $325K in Q2 2023.
3,079 funds tracked by Wall St. Rank held McDonald's as of Q2 2024.

Based on Channel Wealth's 13F filing for Q2 2024, filed 5 Aug 2024.