Charles Schwab Investment Advisory’s McDonald's MCD Stock Holding History

Charles Schwab Investment Advisory’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	-828	Closed	-$233K	–	51
2024 Q1	$233K	Sell	828 -68	-8%	-$19.8K	﹤0.01%	107
2023 Q4	$266K	Buy	+896	New	+$244K	﹤0.01%	91

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

Charles Schwab Investment Advisory's MCD Position: Q2 2024 in Review

Charles Schwab Investment Advisory sold out of McDonald's (MCD) in Q2 2024, closing a stake of 828 shares — an estimated $233K sold.

Charles Schwab Investment Advisory first reported a position in MCD in Q4 2023 and held it in 2 quarters. The position peaked at $266K in Q4 2023. 3,079 funds tracked by Wall St. Rank hold MCD as of Q2 2024.

Charles Schwab Investment Advisory reported no remaining McDonald's position as of Q2 2024 after selling out during the quarter.
Charles Schwab Investment Advisory sold 828 McDonald's shares in Q2 2024, an estimated $233K.
Charles Schwab Investment Advisory first reported a position in McDonald's in Q4 2023 and held it in 2 quarters.
Charles Schwab Investment Advisory's McDonald's position peaked at $266K in Q4 2023.
3,079 funds tracked by Wall St. Rank held McDonald's as of Q2 2024.

Based on Charles Schwab Investment Advisory's 13F filing for Q2 2024.