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Executive Wealth Management’s McDonald's MCD Stock Holding History

Executive Wealth Management’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 		$10.9M Buy
37,665
+16
+0% +$4.77K 0.85% 29
2024
Q3 		$11.5M Buy
+37,649
New +$10.4M 0.9% 28
2024
Q2 		– Sell
-37,663
Closed -$10.6M – 204
2024
Q1 		$10.6M Sell
37,663
-2,140
-5% -$622K 0.93% 25
2023
Q4 		$11.8M Buy
39,803
+4,963
+14% +$1.35M 1.11% 21
2023
Q3 		$9.18M Buy
34,840
+799
+2% +$228K 0.95% 29
2023
Q2 		$10.2M Buy
34,041
+957
+3% +$278K 1.05% 23
2023
Q1 		$9.25M Buy
33,084
+1,485
+5% +$398K 1.03% 24
2022
Q4 		$8.33M Buy
31,599
+24,570
+350% +$6.48M 1.02% 26
2022
Q3 		$7.03K Sell
7,029
-23,349
-77% -$5.97M 0.98% 24
2022
Q2 		$7.5M Sell
30,378
-1,290
-4% -$318K 1.01% 24
2022
Q1 		$7.83M Buy
31,668
+2,990
+10% +$745K 0.85% 35
2021
Q4 		$7.69M Buy
28,678
+995
+4% +$251K 0.77% 38
2021
Q3 		$6.67M Sell
27,683
-928
-3% -$222K 0.74% 44
2021
Q2 		$6.61M Buy
28,611
+2,057
+8% +$479K 0.72% 43
2021
Q1 		$5.95M Buy
26,554
+722
+3% +$154K 0.7% 38
2020
Q4 		$5.54M Buy
25,832
+2,876
+13% +$625K 0.68% 39
2020
Q3 		$5.04M Buy
22,956
+2,722
+13% +$559K 0.7% 31
2020
Q2 		$3.73M Sell
20,234
-1,805
-8% -$331K 0.56% 41
2020
Q1 		$3.64M Sell
22,039
-3,857
-15% -$760K 0.65% 35
2019
Q4 		$5.12M Buy
25,896
+2,350
+10% +$466K 0.7% 35
2019
Q3 		$5.05M Buy
23,546
+1,711
+8% +$367K 0.77% 29
2019
Q2 		$4.53M Buy
21,835
+1,528
+8% +$303K 0.64% 30
2019
Q1 		$3.86M Buy
20,307
+1,470
+8% +$267K 0.69% 26
2018
Q4 		$3.35M Buy
+18,837
New +$3.34M 0.59% 31

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
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

Executive Wealth Management's MCD Position: Q4 2024 in Review

Executive Wealth Management increased its McDonald's (MCD) stake by 0.04% in Q4 2024, buying an estimated $4.77K and bringing the position to 37,665 shares worth $10.9M. The position accounts for 0.85% of the portfolio, ranked #29.

Executive Wealth Management first reported a position in MCD in Q4 2018 and has held it in 24 quarters since. The position peaked at $11.8M in Q4 2023. 3,385 funds tracked by Wall St. Rank hold MCD as of Q4 2024.

  • Executive Wealth Management held 37,665 shares of McDonald's worth $10.9M as of Q4 2024.
  • Executive Wealth Management bought 16 McDonald's shares in Q4 2024, an estimated $4.77K.
  • McDonald's made up 0.85% of Executive Wealth Management's portfolio in Q4 2024, its #29 holding.
  • Executive Wealth Management first reported a position in McDonald's in Q4 2018 and has held it in 24 quarters since.
  • Executive Wealth Management's McDonald's position peaked at $11.8M in Q4 2023.
  • 3,385 funds tracked by Wall St. Rank held McDonald's as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.