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CIC Wealth’s McDonald's MCD Stock Holding History

CIC 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
Q3 		$7.23M Buy
23,731
+108
+0.5% +$29.8K 1.87% 11
2024
Q2 		$6.02M Sell
23,623
-8
-0% -$2.12K 1.66% 14
2024
Q1 		$6.66M Sell
23,631
-222
-0.9% -$64.6K 1.94% 12
2023
Q4 		$7.07M Buy
23,853
+81
+0.3% +$22K 2.24% 8
2023
Q3 		$6.26M Sell
23,772
-66
-0.3% -$18.8K 2.24% 8
2023
Q2 		$7.11M Sell
23,838
-377
-2% -$110K 2.46% 8
2023
Q1 		$6.77M Buy
24,215
+53
+0.2% +$14.2K 2.55% 7
2022
Q4 		$6.37M Buy
+24,162
New +$6.37M 2.63% 7

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

CIC Wealth's MCD Position: Q3 2024 in Review

CIC Wealth increased its McDonald's (MCD) stake by 0.46% in Q3 2024, buying an estimated $29.8K and bringing the position to 23,731 shares worth $7.23M. The position accounts for 1.87% of the portfolio, ranked #11.

CIC Wealth first reported a position in MCD in Q4 2022 and has held it in 8 quarters since. 3,168 funds tracked by Wall St. Rank hold MCD as of Q3 2024.

  • CIC Wealth held 23,731 shares of McDonald's worth $7.23M as of Q3 2024.
  • CIC Wealth bought 108 McDonald's shares in Q3 2024, an estimated $29.8K.
  • McDonald's made up 1.87% of CIC Wealth's portfolio in Q3 2024, its #11 holding.
  • CIC Wealth first reported a position in McDonald's in Q4 2022 and has held it in 8 quarters since.
  • 3,168 funds tracked by Wall St. Rank held McDonald's as of Q3 2024.

Based on CIC Wealth's 13F filing for Q3 2024, filed 8 Nov 2024.