Connectus Wealth’s McDonald's MCD Stock Holding History

Connectus 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 Q1	$401K	Sell	1,424 -3,287	-70%	-$956K	0.01%	304
2023 Q4	$1.4M	Buy	4,711 +1,374	+41%	+$374K	0.03%	298
2023 Q3	$881K	Sell	3,337 -260	-7%	-$74.2K	0.02%	327
2023 Q2	$1.07M	Buy	3,597 +771	+27%	+$224K	0.02%	276
2023 Q1	$792K	Buy	2,826 +298	+12%	+$79.8K	0.02%	300
2022 Q4	$666K	Buy	2,528 +1,043	+70%	+$275K	0.02%	320
2022 Q3	$342K	Buy	1,485 +300	+25%	+$76.7K	0.01%	442
2022 Q2	$293K	Sell	1,185 -3,374	-74%	-$831K	0.01%	383
2022 Q1	$1.22M	Sell	4,559 -356	-7%	-$88.7K	0.04%	214
2021 Q4	$1.32M	Buy	+4,915	New	+$1.24M	0.05%	183

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Connectus Wealth's MCD Position: Q1 2024 in Review

Connectus Wealth reduced its McDonald's (MCD) stake by 70% in Q1 2024, selling an estimated $956K and leaving 1,424 shares worth $401K. The position accounts for 0.01% of the portfolio, ranked #304.

Connectus Wealth first reported a position in MCD in Q4 2021 and has held it in 10 quarters since. The position peaked at $1.4M in Q4 2023. 3,165 funds tracked by Wall St. Rank hold MCD as of Q1 2024.

Connectus Wealth held 1,424 shares of McDonald's worth $401K as of Q1 2024.
Connectus Wealth sold 3,287 McDonald's shares in Q1 2024, an estimated $956K.
McDonald's made up 0.01% of Connectus Wealth's portfolio in Q1 2024, its #304 holding.
Connectus Wealth first reported a position in McDonald's in Q4 2021 and has held it in 10 quarters since.
Connectus Wealth's McDonald's position peaked at $1.4M in Q4 2023.
3,165 funds tracked by Wall St. Rank held McDonald's as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.