Deane Retirement Strategies’s McDonald's MCD Stock Holding History

Deane Retirement Strategies’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	-6,594	Closed	-$1.96M	–	82
2023 Q4	$1.96M	Buy	6,594 +18	+0.3%	+$4.9K	1.07%	32
2023 Q3	$1.73M	Buy	6,576 +12	+0.2%	+$3.42K	0.97%	33
2023 Q2	$1.96M	Buy	6,564 +47	+0.7%	+$13.7K	1.07%	26
2023 Q1	$1.82M	Buy	6,517 +98	+2%	+$26.3K	1%	34
2022 Q4	$1.69M	Sell	6,419 -893	-12%	-$236K	0.94%	38
2022 Q3	$1.69M	Buy	7,312 +221	+3%	+$56.5K	1.04%	30
2022 Q2	$1.79M	Buy	+7,091	New	+$1.75M	1.11%	26

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

Deane Retirement Strategies's MCD Position: Q1 2024 in Review

Deane Retirement Strategies sold out of McDonald's (MCD) in Q1 2024, closing a stake of 6,594 shares — an estimated $1.96M sold.

Deane Retirement Strategies first reported a position in MCD in Q2 2022 and held it in 7 quarters. The position peaked at $1.96M in Q2 2023. 3,165 funds tracked by Wall St. Rank hold MCD as of Q1 2024.

Deane Retirement Strategies reported no remaining McDonald's position as of Q1 2024 after selling out during the quarter.
Deane Retirement Strategies sold 6,594 McDonald's shares in Q1 2024, an estimated $1.96M.
Deane Retirement Strategies first reported a position in McDonald's in Q2 2022 and held it in 7 quarters.
Deane Retirement Strategies's McDonald's position peaked at $1.96M in Q2 2023.
3,165 funds tracked by Wall St. Rank held McDonald's as of Q1 2024.

Based on Deane Retirement Strategies's 13F filing for Q1 2024, filed 9 Apr 2024.