Courage Miller Partners’s McDonald's MCD Stock Holding History

Courage Miller Partners’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
2026 Q1	$274K	Hold	883	–	–	0.08%	85
2025 Q4	$270K	Hold	883	–	–	0.08%	77
2025 Q3	$268K	Hold	883	–	–	0.08%	76
2025 Q2	$258K	Hold	883	–	–	0.08%	78
2025 Q1	$276K	Hold	883	–	–	0.09%	72
2024 Q4	$256K	Sell	883 -22	-2%	-$6.56K	0.09%	74
2024 Q3	$276K	Sell	905 -85	-9%	-$23.4K	0.09%	74
2024 Q2	$252K	Sell	990 -83	-8%	-$22K	0.09%	74
2024 Q1	$303K	Buy	1,073 +1	+0.1%	+$291	0.1%	74
2023 Q4	$318K	Buy	1,072 +1	+0.1%	+$272	0.12%	67
2023 Q3	$282K	Sell	1,071 -200	-16%	-$57K	0.12%	67
2023 Q2	$379K	Hold	1,271	–	–	0.16%	63
2023 Q1	$355K	Buy	1,271 +388	+44%	+$104K	0.15%	63
2022 Q4	$233K	Hold	883	–	–	0.11%	67
2022 Q3	$204K	Hold	883	–	–	0.1%	66
2022 Q2	$218K	Hold	883	–	–	0.1%	66
2022 Q1	$218K	Hold	883	–	–	0.09%	73
2021 Q4	$237K	Hold	883	–	–	0.09%	78
2021 Q3	$213K	Sell	883 -35	-4%	-$8.35K	0.09%	82
2021 Q2	$212K	Hold	918	–	–	0.09%	82
2021 Q1	$206K	Buy	+918	New	+$196K	0.09%	81

Other funds holding MCD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

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

Bank of America

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

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return