Curated Wealth Partners’s McDonald's MCD Stock Holding History

Curated Wealth 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
2024 Q1	–	Sell	-707	Closed	-$210K	–	222
2023 Q4	$210K	Buy	+707	New	+$192K	0.03%	135
2023 Q3	–	Sell	-784	Closed	-$234K	–	141
2023 Q2	$234K	Buy	+784	New	+$228K	0.05%	116

Other funds holding MCD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Curated Wealth Partners's MCD Position: Q1 2024 in Review

Curated Wealth Partners sold out of McDonald's (MCD) in Q1 2024, closing a stake of 707 shares — an estimated $210K sold.

Curated Wealth Partners first reported a position in MCD in Q2 2023 and held it in 2 quarters. The position peaked at $234K in Q2 2023. 3,172 funds tracked by Wall St. Rank hold MCD as of Q1 2024.

Curated Wealth Partners reported no remaining McDonald's position as of Q1 2024 after selling out during the quarter.
Curated Wealth Partners sold 707 McDonald's shares in Q1 2024, an estimated $210K.
Curated Wealth Partners first reported a position in McDonald's in Q2 2023 and held it in 2 quarters.
Curated Wealth Partners's McDonald's position peaked at $234K in Q2 2023.
3,172 funds tracked by Wall St. Rank held McDonald's as of Q1 2024.

Based on Curated Wealth Partners's 13F filing for Q1 2024, filed 12 Apr 2024.