Curi Wealth Management’s McDonald's MCD Stock Holding History

Curi Wealth Management’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	-1,177	Closed	-$349K	–	85
2023 Q4	$349K	Sell	1,177 -7	-0.6%	-$1.91K	0.05%	108
2023 Q3	$312K	Sell	1,184 -158	-12%	-$45.1K	0.05%	111
2023 Q2	$400K	Sell	1,342 -62	-4%	-$18K	0.05%	107
2023 Q1	$393K	Sell	1,404 -230	-14%	-$61.6K	0.06%	104
2022 Q4	$431K	Buy	1,634 +321	+24%	+$84.7K	0.06%	120
2022 Q3	$303K	Buy	1,313 +852	+185%	+$218K	0.05%	135
2022 Q2	$114K	Buy	461 +210	+84%	+$51.7K	0.02%	163
2022 Q1	$62K	Buy	251 +3	+1%	+$747	0.01%	196
2021 Q4	$66K	Buy	+248	New	+$62.6K	0.01%	171
2021 Q1	–	Sell	-58	Closed	-$12K	–	321
2020 Q4	$12K	Buy	+58	New	+$12.6K	0.01%	230

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

Curi Wealth Management's MCD Position: Q1 2024 in Review

Curi Wealth Management sold out of McDonald's (MCD) in Q1 2024, closing a stake of 1,177 shares — an estimated $349K sold.

Curi Wealth Management first reported a position in MCD in Q4 2020 and held it in 10 quarters. The position peaked at $431K in Q4 2022. 3,165 funds tracked by Wall St. Rank hold MCD as of Q1 2024.

Curi Wealth Management reported no remaining McDonald's position as of Q1 2024 after selling out during the quarter.
Curi Wealth Management sold 1,177 McDonald's shares in Q1 2024, an estimated $349K.
Curi Wealth Management first reported a position in McDonald's in Q4 2020 and held it in 10 quarters.
Curi Wealth Management's McDonald's position peaked at $431K in Q4 2022.
3,165 funds tracked by Wall St. Rank held McDonald's as of Q1 2024.

Based on Curi Wealth Management's 13F filing for Q1 2024.