Custom Portfolio Group’s McDonald's MCD Stock Holding History

Custom Portfolio Group’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	-3	Closed	-$890	–	241
2023 Q4	$890	Buy	+3	New	+$817	﹤0.01%	229

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 $3.37T AUM 44.26% 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

Custom Portfolio Group's MCD Position: Q1 2024 in Review

Custom Portfolio Group sold out of McDonald's (MCD) in Q1 2024, closing a stake of 3 shares — an estimated $890 sold.

Custom Portfolio Group first reported a position in MCD in Q4 2023 and held it in 1 quarter. The position peaked at $890 in Q4 2023. 3,171 funds tracked by Wall St. Rank hold MCD as of Q1 2024.

Custom Portfolio Group reported no remaining McDonald's position as of Q1 2024 after selling out during the quarter.
Custom Portfolio Group sold 3 McDonald's shares in Q1 2024, an estimated $890.
Custom Portfolio Group first reported a position in McDonald's in Q4 2023 and held it in 1 quarter.
Custom Portfolio Group's McDonald's position peaked at $890 in Q4 2023.
3,171 funds tracked by Wall St. Rank held McDonald's as of Q1 2024.

Based on Custom Portfolio Group's 13F filing for Q1 2024, filed 27 Aug 2024.