Core Wealth Advisors (Florida)’s McDonald's MCD Stock Holding History

Core Wealth Advisors (Florida)’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	-115	Closed	-$32.4K	–	160
2024 Q1	$32.4K	Buy	115 +15	+15%	+$4.36K	0.01%	120
2023 Q4	$29.7K	Buy	100 +9	+10%	+$2.45K	0.01%	117
2023 Q3	$24K	Hold	91	–	–	0.01%	104
2023 Q2	$27.2K	Buy	91 +60	+194%	+$17.4K	0.01%	99
2023 Q1	$8.67K	Hold	31	–	–	﹤0.01%	166
2022 Q4	$8.17K	Buy	+31	New	+$8.18K	﹤0.01%	175
2021 Q3	–	Sell	-30	Closed	-$7K	–	202
2021 Q2	$7K	Buy	+30	New	+$6.98K	﹤0.01%	142
2020 Q1	–	Sell	-14	Closed	-$3K	–	165
2019 Q4	$3K	Buy	+14	New	+$2.78K	﹤0.01%	107

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

Core Wealth Advisors (Florida)'s MCD Position: Q2 2024 in Review

Core Wealth Advisors (Florida) sold out of McDonald's (MCD) in Q2 2024, closing a stake of 115 shares — an estimated $32.4K sold.

Core Wealth Advisors (Florida) first reported a position in MCD in Q4 2019 and held it in 8 quarters. The position peaked at $32.4K in Q1 2024. 3,078 funds tracked by Wall St. Rank hold MCD as of Q2 2024.

Core Wealth Advisors (Florida) reported no remaining McDonald's position as of Q2 2024 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 115 McDonald's shares in Q2 2024, an estimated $32.4K.
Core Wealth Advisors (Florida) first reported a position in McDonald's in Q4 2019 and held it in 8 quarters.
Core Wealth Advisors (Florida)'s McDonald's position peaked at $32.4K in Q1 2024.
3,078 funds tracked by Wall St. Rank held McDonald's as of Q2 2024.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2024, filed 15 Aug 2024.