FDx Advisors’s McDonald's MCD Stock Holding History

FDx 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	–	Sell	-11,336	Closed	-$3.2M	–	287
2024 Q1	$3.2M	Sell	11,336 -2,577	-19%	-$749K	0.49%	61
2023 Q4	$4.13M	Sell	13,913 -4,305	-24%	-$1.17M	0.32%	78
2023 Q3	$4.8M	Sell	18,218 -3,561	-16%	-$1.02M	0.4%	70
2023 Q2	$6.5M	Sell	21,779 -5,171	-19%	-$1.5M	0.36%	73
2023 Q1	$7.1M	Hold	26,950	–	–	0.31%	74
2022 Q4	$7.1M	Buy	26,950 +564	+2%	+$149K	0.31%	74
2022 Q3	$6.09M	Buy	26,386 +1,047	+4%	+$268K	0.27%	85
2022 Q2	$6.26M	Sell	25,339 -74	-0.3%	-$18.2K	0.23%	92
2022 Q1	$6.28M	Sell	25,413 -16,946	-40%	-$4.22M	0.21%	102
2021 Q4	$11.4M	Buy	42,359 +5,703	+16%	+$1.44M	0.31%	73
2021 Q3	$8.84M	Buy	36,656 +1,672	+5%	+$399K	0.28%	77
2021 Q2	$8.08M	Buy	34,984 +3,868	+12%	+$900K	0.27%	80
2021 Q1	$6.97M	Buy	31,116 +1,472	+5%	+$315K	0.26%	86
2020 Q4	$6.36M	Buy	29,644 +1,524	+5%	+$331K	0.26%	90
2020 Q3	$6.17M	Buy	28,120 +7,470	+36%	+$1.53M	0.29%	80
2020 Q2	$3.81M	Sell	20,650 -3,670	-15%	-$673K	0.2%	103
2020 Q1	$4.02M	Buy	24,320 +1,066	+5%	+$210K	0.26%	90
2019 Q4	$4.59M	Buy	23,254 +8,236	+55%	+$1.63M	0.25%	92
2019 Q3	$3.23M	Buy	15,018 +96	+0.6%	+$20.6K	0.22%	95
2019 Q2	$3.1M	Buy	14,922 +7	+0%	+$1.39K	0.12%	142
2019 Q1	$2.83M	Buy	14,915 +76	+0.5%	+$13.8K	0.11%	141
2018 Q4	$2.63M	Sell	14,839 -2,704	-15%	-$480K	0.22%	83
2018 Q3	$2.94M	Buy	17,543 +2,314	+15%	+$371K	0.11%	145
2018 Q2	$2.39M	Buy	15,229 +6,037	+66%	+$979K	0.09%	190
2018 Q1	$1.44M	Buy	9,192 +2,161	+31%	+$356K	0.04%	384
2017 Q4	$1.21M	Sell	7,031 -13,019	-65%	-$2.19M	0.03%	481
2017 Q3	$3.14M	Sell	20,050 -15,136	-43%	-$2.37M	0.09%	194
2017 Q2	$5.39M	Sell	35,186 -16,023	-31%	-$2.32M	0.16%	107
2017 Q1	$6.64M	Sell	51,209 -1,775	-3%	-$223K	0.2%	93
2016 Q4	$6.45M	Buy	52,984 +26,241	+98%	+$3.08M	0.19%	108
2016 Q3	$3.08M	Buy	26,743 +1,618	+6%	+$192K	0.13%	133
2016 Q2	$3.02M	Sell	25,125 -1,319	-5%	-$165K	0.14%	130
2016 Q1	$3.32M	Sell	26,444 -6,111	-19%	-$730K	0.15%	114
2015 Q4	$3.85M	Buy	32,555 +25,757	+379%	+$2.88M	0.17%	104
2015 Q3	$670K	Sell	6,798 -2,923	-30%	-$285K	0.06%	368
2015 Q2	$924K	Sell	9,721 -6,979	-42%	-$675K	0.05%	362
2015 Q1	$1.62M	Buy	16,700 +5,997	+56%	+$569K	0.04%	405
2014 Q4	$1M	Buy	10,703 +2,670	+33%	+$250K	0.06%	297
2014 Q3	$762K	Sell	8,033 -2,090	-21%	-$199K	0.05%	414
2014 Q2	$1.02M	Sell	10,123 -138	-1%	-$13.9K	0.07%	331
2014 Q1	$1.01M	Buy	10,261 +1,261	+14%	+$121K	0.08%	246
2013 Q4	$864K	Sell	9,000 -970	-10%	-$93.2K	0.09%	224
2013 Q3	$959K	Sell	9,970 -1,969	-16%	-$192K	0.11%	170
2013 Q2	$1.18M	Buy	+11,939	New	+$1.2M	0.16%	136

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

FDx Advisors's MCD Position: Q2 2024 in Review

FDx Advisors sold out of McDonald's (MCD) in Q2 2024, closing a stake of 11,336 shares — an estimated $3.2M sold.

FDx Advisors first reported a position in MCD in Q2 2013 and held it in 44 quarters. The position peaked at $11.4M in Q4 2021. 3,078 funds tracked by Wall St. Rank hold MCD as of Q2 2024.

FDx Advisors reported no remaining McDonald's position as of Q2 2024 after selling out during the quarter.
FDx Advisors sold 11,336 McDonald's shares in Q2 2024, an estimated $3.2M.
FDx Advisors first reported a position in McDonald's in Q2 2013 and held it in 44 quarters.
FDx Advisors's McDonald's position peaked at $11.4M in Q4 2021.
3,078 funds tracked by Wall St. Rank held McDonald's as of Q2 2024.

Based on FDx Advisors's 13F filing for Q2 2024, filed 2 Aug 2024.