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Diversified’s McDonald's MCD Stock Holding History

Diversified’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
Q3 		$948K Buy
3,114
+91
+3% +$25.1K 0.1% 76
2024
Q2 		$770K Buy
3,023
+121
+4% +$32.1K 0.09% 85
2024
Q1 		$818K Buy
2,902
+398
+16% +$116K 0.11% 53
2023
Q4 		$743K Buy
2,504
+264
+12% +$71.9K 0.16% 51
2023
Q3 		$590K Hold
2,240
– – 0.15% 59
2023
Q2 		$668K Buy
2,240
+55
+3% +$16K 0.17% 53
2023
Q1 		$611K Sell
2,185
-791
-27% -$212K 0.22% 59
2022
Q4 		$784K Buy
2,976
+1,148
+63% +$303K 0.31% 44
2022
Q3 		$422K Buy
+1,828
New +$467K 0.21% 61
2022
Q1 		– Sell
-765
Closed -$205K – 119
2021
Q4 		$205K Buy
+765
New +$193K 0.09% 111
2021
Q1 		– Sell
-463
Closed -$102K – 228
2020
Q4 		$102K Buy
+463
New +$101K 0.09% 138

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Diversified's MCD Position: Q3 2024 in Review

Diversified increased its McDonald's (MCD) stake by 3% in Q3 2024, buying an estimated $25.1K and bringing the position to 3,114 shares worth $948K. The position accounts for 0.1% of the portfolio, ranked #76.

Diversified first reported a position in MCD in Q4 2020 and has held it in 11 quarters since. 3,166 funds tracked by Wall St. Rank hold MCD as of Q3 2024.

  • Diversified held 3,114 shares of McDonald's worth $948K as of Q3 2024.
  • Diversified bought 91 McDonald's shares in Q3 2024, an estimated $25.1K.
  • McDonald's made up 0.1% of Diversified's portfolio in Q3 2024, its #76 holding.
  • Diversified first reported a position in McDonald's in Q4 2020 and has held it in 11 quarters since.
  • 3,166 funds tracked by Wall St. Rank held McDonald's as of Q3 2024.

Based on Diversified's 13F filing for Q3 2024, filed 13 Nov 2024.