Custom Index Systems’s McDonald's MCD Stock Holding History

Custom Index Systems’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	–	Sell	-1,016	Closed	-$309K	–	263
2024 Q3	$309K	Buy	+1,016	New	+$280K	0.17%	187
2024 Q2	–	Sell	-787	Closed	-$222K	–	287
2024 Q1	$222K	Buy	+787	New	+$229K	0.13%	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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Custom Index Systems's MCD Position: Q4 2024 in Review

Custom Index Systems sold out of McDonald's (MCD) in Q4 2024, closing a stake of 1,016 shares — an estimated $309K sold.

Custom Index Systems first reported a position in MCD in Q1 2024 and held it in 2 quarters. The position peaked at $309K in Q3 2024. 3,385 funds tracked by Wall St. Rank hold MCD as of Q4 2024.

Custom Index Systems reported no remaining McDonald's position as of Q4 2024 after selling out during the quarter.
Custom Index Systems sold 1,016 McDonald's shares in Q4 2024, an estimated $309K.
Custom Index Systems first reported a position in McDonald's in Q1 2024 and held it in 2 quarters.
Custom Index Systems's McDonald's position peaked at $309K in Q3 2024.
3,385 funds tracked by Wall St. Rank held McDonald's as of Q4 2024.

Based on Custom Index Systems's 13F filing for Q4 2024, filed 23 Jan 2025.