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Epic Trust Investment Advisors’s McDonald's MCD Stock Holding History

Epic Trust Investment Advisors’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 		$298K Buy
1,170
+33
+3% +$8.76K 0.33% 76
2024
Q1 		$321K Sell
1,137
-35
-3% -$10.2K 0.4% 73
2023
Q4 		$347K Buy
1,172
+117
+11% +$31.8K 0.47% 60
2023
Q3 		$278K Sell
1,055
-41
-4% -$11.7K 0.44% 63
2023
Q2 		$327K Sell
1,096
-79
-7% -$23K 0.46% 56
2023
Q1 		$329K Buy
1,175
+407
+53% +$109K 0.4% 67
2022
Q4 		$202K Buy
+768
New +$203K 0.3% 93

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Epic Trust Investment Advisors's MCD Position: Q2 2024 in Review

Epic Trust Investment Advisors increased its McDonald's (MCD) stake by 2.9% in Q2 2024, buying an estimated $8.76K and bringing the position to 1,170 shares worth $298K. The position accounts for 0.33% of the portfolio, ranked #76.

Epic Trust Investment Advisors first reported a position in MCD in Q4 2022 and has held it in 7 quarters since. The position peaked at $347K in Q4 2023. 3,079 funds tracked by Wall St. Rank hold MCD as of Q2 2024.

  • Epic Trust Investment Advisors held 1,170 shares of McDonald's worth $298K as of Q2 2024.
  • Epic Trust Investment Advisors bought 33 McDonald's shares in Q2 2024, an estimated $8.76K.
  • McDonald's made up 0.33% of Epic Trust Investment Advisors's portfolio in Q2 2024, its #76 holding.
  • Epic Trust Investment Advisors first reported a position in McDonald's in Q4 2022 and has held it in 7 quarters since.
  • Epic Trust Investment Advisors's McDonald's position peaked at $347K in Q4 2023.
  • 3,079 funds tracked by Wall St. Rank held McDonald's as of Q2 2024.

Based on Epic Trust Investment Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.