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Financial Planning & Information Services’s McDonald's MCD Stock Holding History

Financial Planning & Information Services’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
Q3 		$336K Sell
1,102
-74
-6% -$20.4K 0.05% 71
2024
Q2 		$300K Sell
1,176
-521
-31% -$138K 0.05% 70
2024
Q1 		$478K Buy
1,697
+217
+15% +$63.1K 0.07% 62
2023
Q4 		$439K Sell
1,480
-24
-2% -$6.53K 0.07% 64
2023
Q3 		$396K Sell
1,504
-20
-1% -$5.7K 0.07% 66
2023
Q2 		$455K Sell
1,524
-410
-21% -$119K 0.08% 60
2023
Q1 		$541K Sell
1,934
-100
-5% -$26.8K 0.1% 58
2022
Q4 		$536K Buy
2,034
+207
+11% +$54.6K 0.11% 56
2022
Q3 		$422K Buy
1,827
+142
+8% +$36.3K 0.1% 54
2022
Q2 		$416K Sell
1,685
-105
-6% -$25.9K 0.1% 55
2022
Q1 		$443K Sell
1,790
-203
-10% -$50.6K 0.1% 55
2021
Q4 		$534K Hold
1,993
– – 0.13% 51
2021
Q3 		$481K Buy
1,993
+13
+0.7% +$3.1K 0.13% 52
2021
Q2 		$457K Hold
1,980
– – 0.13% 50
2021
Q1 		$444K Sell
1,980
-5
-0.3% -$1.07K 0.14% 50
2020
Q4 		$426K Hold
1,985
– – 0.14% 47
2020
Q3 		$436K Buy
+1,985
New +$408K 0.17% 46
2018
Q4 		– Sell
-1,803
Closed -$302K – 47
2018
Q3 		$302K Hold
1,803
– – 0.12% 40
2018
Q2 		$283K Hold
1,803
– – 0.11% 39
2018
Q1 		$282K Sell
1,803
-27
-1% -$4.44K 0.1% 39
2017
Q4 		$315K Sell
1,830
-21
-1% -$3.53K 0.11% 30
2017
Q3 		$290K Hold
1,851
– – 0.1% 32
2017
Q2 		$283K Hold
1,851
– – 0.1% 31
2017
Q1 		$240K Hold
1,851
– – 0.09% 33
2016
Q4 		$225K Sell
1,851
-40
-2% -$4.69K 0.09% 33
2016
Q3 		$218K Hold
1,891
– – 0.09% 34
2016
Q2 		$228K Buy
1,891
+250
+15% +$31.3K 0.1% 33
2016
Q1 		$206K Buy
+1,641
New +$196K 0.11% 33
2014
Q3 		– Sell
-2,030
Closed -$205K – 33
2014
Q2 		$205K Buy
+2,030
New +$205K 0.14% 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
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

Financial Planning & Information Services's MCD Position: Q3 2024 in Review

Financial Planning & Information Services reduced its McDonald's (MCD) stake by 6.3% in Q3 2024, selling an estimated $20.4K and leaving 1,102 shares worth $336K. The position accounts for 0.05% of the portfolio, ranked #71.

Financial Planning & Information Services first reported a position in MCD in Q2 2014 and has held it in 29 quarters since. The position peaked at $541K in Q1 2023. 3,163 funds tracked by Wall St. Rank hold MCD as of Q3 2024.

  • Financial Planning & Information Services held 1,102 shares of McDonald's worth $336K as of Q3 2024.
  • Financial Planning & Information Services sold 74 McDonald's shares in Q3 2024, an estimated $20.4K.
  • McDonald's made up 0.05% of Financial Planning & Information Services's portfolio in Q3 2024, its #71 holding.
  • Financial Planning & Information Services first reported a position in McDonald's in Q2 2014 and has held it in 29 quarters since.
  • Financial Planning & Information Services's McDonald's position peaked at $541K in Q1 2023.
  • 3,163 funds tracked by Wall St. Rank held McDonald's as of Q3 2024.

Based on Financial Planning & Information Services's 13F filing for Q3 2024, filed 12 Nov 2024.