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Financial Advisory Partners’s McDonald's MCD Stock Holding History

Financial Advisory Partners’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
-12,664
Closed -$3.57M – 69
2024
Q1 		$3.57M Sell
12,664
-1,820
-13% -$529K 1.38% 31
2023
Q4 		$4.29M Sell
14,484
-228
-2% -$62.1K 1.56% 21
2023
Q3 		$3.88M Sell
14,712
-185
-1% -$52.8K 1.56% 20
2023
Q2 		$4.45M Sell
14,897
-466
-3% -$135K 1.71% 14
2023
Q1 		$4.3M Sell
15,363
-126
-0.8% -$33.8K 1.7% 12
2022
Q4 		$4.08M Sell
15,489
-399
-3% -$105K 1.68% 15
2022
Q3 		$3.67M Buy
15,888
+80
+0.5% +$20.4K 1.6% 21
2022
Q2 		$3.9M Buy
15,808
+150
+1% +$36.9K 1.61% 24
2022
Q1 		$3.87M Buy
15,658
+756
+5% +$188K 1.43% 31
2021
Q4 		$3.99M Buy
+14,902
New +$3.76M 1.46% 32

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

Financial Advisory Partners's MCD Position: Q2 2024 in Review

Financial Advisory Partners sold out of McDonald's (MCD) in Q2 2024, closing a stake of 12,664 shares — an estimated $3.57M sold.

Financial Advisory Partners first reported a position in MCD in Q4 2021 and held it in 10 quarters. The position peaked at $4.45M in Q2 2023. 3,078 funds tracked by Wall St. Rank hold MCD as of Q2 2024.

  • Financial Advisory Partners reported no remaining McDonald's position as of Q2 2024 after selling out during the quarter.
  • Financial Advisory Partners sold 12,664 McDonald's shares in Q2 2024, an estimated $3.57M.
  • Financial Advisory Partners first reported a position in McDonald's in Q4 2021 and held it in 10 quarters.
  • Financial Advisory Partners's McDonald's position peaked at $4.45M in Q2 2023.
  • 3,078 funds tracked by Wall St. Rank held McDonald's as of Q2 2024.

Based on Financial Advisory Partners's 13F filing for Q2 2024, filed 22 Jul 2024.