Delap Wealth Advisory’s McDonald's MCD Stock Holding History

Delap Wealth Advisory’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 Q2	–	Sell	-1,022	Closed	-$288K	–	220
2024 Q1	$288K	Sell	1,022 -37	-3%	-$10.8K	0.12%	159
2023 Q4	$314K	Buy	+1,059	New	+$288K	0.14%	69

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

Delap Wealth Advisory's MCD Position: Q2 2024 in Review

Delap Wealth Advisory sold out of McDonald's (MCD) in Q2 2024, closing a stake of 1,022 shares — an estimated $288K sold.

Delap Wealth Advisory first reported a position in MCD in Q4 2023 and held it in 2 quarters. The position peaked at $314K in Q4 2023. 3,079 funds tracked by Wall St. Rank hold MCD as of Q2 2024.

Delap Wealth Advisory reported no remaining McDonald's position as of Q2 2024 after selling out during the quarter.
Delap Wealth Advisory sold 1,022 McDonald's shares in Q2 2024, an estimated $288K.
Delap Wealth Advisory first reported a position in McDonald's in Q4 2023 and held it in 2 quarters.
Delap Wealth Advisory's McDonald's position peaked at $314K in Q4 2023.
3,079 funds tracked by Wall St. Rank held McDonald's as of Q2 2024.

Based on Delap Wealth Advisory's 13F filing for Q2 2024, filed 13 Aug 2024.