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

Fairhaven 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 		$1.14M Sell
3,937
-382
-9% -$114K 0.36% 42
2024
Q3 		$1.32M Buy
4,319
+86
+2% +$23.7K 0.4% 37
2024
Q2 		$1.08M Sell
4,233
-84
-2% -$22.3K 0.36% 41
2024
Q1 		$1.22M Buy
4,317
+1,806
+72% +$525K 0.42% 37
2023
Q4 		$745K Sell
2,511
-130
-5% -$35.4K 0.27% 45
2023
Q3 		$696K Sell
2,641
-4
-0.2% -$1.14K 0.28% 47
2023
Q2 		$789K Buy
+2,645
New +$768K 0.3% 47
2022
Q4 		$695K Sell
2,636
-39
-1% -$10.3K 0.3% 45
2022
Q3 		$617K Buy
2,675
+102
+4% +$26.1K 0.28% 47
2022
Q2 		$635K Buy
2,573
+733
+40% +$181K 0.3% 46
2022
Q1 		$455K Buy
1,840
+79
+4% +$19.7K 0.18% 62
2021
Q4 		$472K Hold
1,761
– – 0.18% 60
2021
Q3 		$425K Hold
1,761
– – 0.18% 63
2021
Q2 		$407K Buy
1,761
+124
+8% +$28.9K 0.16% 63
2021
Q1 		$367K Hold
1,637
– – 0.15% 72
2020
Q4 		$351K Buy
1,637
+406
+33% +$88.3K 0.15% 72
2020
Q3 		$270K Hold
1,231
– – 0.16% 69
2020
Q2 		$227K Buy
+1,231
New +$226K 0.15% 76
2020
Q1 		– Sell
-1,143
Closed -$226K – 85
2019
Q4 		$226K Hold
1,143
– – 0.19% 67
2019
Q3 		$245K Hold
1,143
– – 0.23% 60
2019
Q2 		$237K Sell
1,143
-195
-15% -$38.6K 0.22% 63
2019
Q1 		$254K Sell
1,338
-101
-7% -$18.3K 0.24% 62
2018
Q4 		$256K Buy
+1,439
New +$255K 0.25% 54

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

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

Fairhaven Wealth Management reduced its McDonald's (MCD) stake by 8.8% in Q4 2024, selling an estimated $114K and leaving 3,937 shares worth $1.14M. The position accounts for 0.36% of the portfolio, ranked #42.

Fairhaven Wealth Management first reported a position in MCD in Q4 2018 and has held it in 23 quarters since. The position peaked at $1.32M in Q3 2024. 3,386 funds tracked by Wall St. Rank hold MCD as of Q4 2024.

  • Fairhaven Wealth Management held 3,937 shares of McDonald's worth $1.14M as of Q4 2024.
  • Fairhaven Wealth Management sold 382 McDonald's shares in Q4 2024, an estimated $114K.
  • McDonald's made up 0.36% of Fairhaven Wealth Management's portfolio in Q4 2024, its #42 holding.
  • Fairhaven Wealth Management first reported a position in McDonald's in Q4 2018 and has held it in 23 quarters since.
  • Fairhaven Wealth Management's McDonald's position peaked at $1.32M in Q3 2024.
  • 3,386 funds tracked by Wall St. Rank held McDonald's as of Q4 2024.

Based on Fairhaven Wealth Management's 13F filing for Q4 2024, filed 4 Feb 2025.