David J. Yvars Group’s McDonald's MCD Stock Holding History

David J. Yvars 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 Q4	–	Sell	-872	Closed	-$266K	–	83
2024 Q3	$266K	Sell	872 -70	-7%	-$19.3K	0.16%	64
2024 Q2	$240K	Buy	942 +14	+2%	+$3.71K	0.15%	63
2024 Q1	$262K	Sell	928 -20	-2%	-$5.82K	0.18%	63
2023 Q4	$281K	Sell	948 -40	-4%	-$10.9K	0.23%	55
2023 Q3	$260K	Sell	988 -105	-10%	-$29.9K	0.22%	56
2023 Q2	$326K	Sell	1,093 -55	-5%	-$16K	0.27%	49
2023 Q1	$321K	Hold	1,148	–	–	0.29%	51
2022 Q4	$302K	Sell	1,148 -296	-20%	-$78.1K	0.38%	40
2022 Q3	$333K	Hold	1,444	–	–	0.37%	40
2022 Q2	$365K	Hold	1,444	–	–	0.5%	39
2022 Q1	$357K	Hold	1,444	–	–	0.25%	52
2021 Q4	$387K	Buy	1,444 +1	+0.1%	+$252	0.24%	50
2021 Q3	$351K	Hold	1,443	–	–	0.21%	57
2021 Q2	$333K	Hold	1,443	–	–	0.19%	64
2021 Q1	$324K	Hold	1,443	–	–	0.21%	58
2020 Q4	$310K	Buy	+1,443	New	+$314K	0.21%	57

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

David J. Yvars Group's MCD Position: Q4 2024 in Review

David J. Yvars Group sold out of McDonald's (MCD) in Q4 2024, closing a stake of 872 shares — an estimated $266K sold.

David J. Yvars Group first reported a position in MCD in Q4 2020 and held it in 16 quarters. The position peaked at $387K in Q4 2021. 3,385 funds tracked by Wall St. Rank hold MCD as of Q4 2024.

David J. Yvars Group reported no remaining McDonald's position as of Q4 2024 after selling out during the quarter.
David J. Yvars Group sold 872 McDonald's shares in Q4 2024, an estimated $266K.
David J. Yvars Group first reported a position in McDonald's in Q4 2020 and held it in 16 quarters.
David J. Yvars Group's McDonald's position peaked at $387K in Q4 2021.
3,385 funds tracked by Wall St. Rank held McDonald's as of Q4 2024.

Based on David J. Yvars Group's 13F filing for Q4 2024, filed 14 Jan 2025.