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Clear Point Advisors’s McDonald's MCD Stock Holding History

Clear Point Advisors’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 		– Sell
-117
Closed -$35.4K – 366
2024
Q3 		$35.4K Buy
117
+1
+0.9% +$276 0.03% 230
2024
Q2 		$29.6K Hold
116
– – 0.02% 236
2024
Q1 		$32.7K Hold
116
– – 0.03% 234
2023
Q4 		$34.4K Buy
+116
New +$31.6K 0.03% 216

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Clear Point Advisors's MCD Position: Q4 2024 in Review

Clear Point Advisors sold out of McDonald's (MCD) in Q4 2024, closing a stake of 117 shares — an estimated $35.4K sold.

Clear Point Advisors first reported a position in MCD in Q4 2023 and held it in 4 quarters. The position peaked at $35.4K in Q3 2024. 3,385 funds tracked by Wall St. Rank hold MCD as of Q4 2024.

  • Clear Point Advisors reported no remaining McDonald's position as of Q4 2024 after selling out during the quarter.
  • Clear Point Advisors sold 117 McDonald's shares in Q4 2024, an estimated $35.4K.
  • Clear Point Advisors first reported a position in McDonald's in Q4 2023 and held it in 4 quarters.
  • Clear Point Advisors's McDonald's position peaked at $35.4K in Q3 2024.
  • 3,385 funds tracked by Wall St. Rank held McDonald's as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.