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Criterion Capital Advisors’s McDonald's MCD Stock Holding History

Criterion Capital 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 		$52.2K Hold
205
– – 0.03% 134
2024
Q3 		$52.2K Hold
205
– – 0.03% 134
2024
Q2 		$52.2K Hold
205
– – 0.03% 134
2024
Q1 		$57.8K Hold
205
– – 0.04% 124
2023
Q4 		$60.8K Buy
+205
New +$55.8K 0.04% 120

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

Criterion Capital Advisors's MCD Position: Q4 2024 in Review

Criterion Capital Advisors held its McDonald's (MCD) position steady in Q4 2024 at 205 shares worth $52.2K. The position accounts for 0.03% of the portfolio, ranked #134.

Criterion Capital Advisors first reported a position in MCD in Q4 2023 and has held it in 5 quarters since. The position peaked at $60.8K in Q4 2023. 3,385 funds tracked by Wall St. Rank hold MCD as of Q4 2024.

  • Criterion Capital Advisors held 205 shares of McDonald's worth $52.2K as of Q4 2024.
  • Criterion Capital Advisors left its McDonald's share count unchanged in Q4 2024.
  • McDonald's made up 0.03% of Criterion Capital Advisors's portfolio in Q4 2024, its #134 holding.
  • Criterion Capital Advisors first reported a position in McDonald's in Q4 2023 and has held it in 5 quarters since.
  • Criterion Capital Advisors's McDonald's position peaked at $60.8K in Q4 2023.
  • 3,385 funds tracked by Wall St. Rank held McDonald's as of Q4 2024.

Based on Criterion Capital Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.