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FinTrust Capital Advisors’s McDonald's MCD Stock Holding History

FinTrust Capital 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
Q3 		$491K Buy
1,614
+205
+15% +$56.5K 0.08% 184
2024
Q2 		$359K Buy
1,409
+114
+9% +$30.2K 0.07% 202
2024
Q1 		$365K Buy
1,295
+27
+2% +$7.85K 0.07% 202
2023
Q4 		$376K Buy
1,268
+36
+3% +$9.8K 0.07% 195
2023
Q3 		$325K Buy
1,232
+37
+3% +$10.6K 0.07% 200
2023
Q2 		$315K Hold
1,195
– – 0.08% 205
2023
Q1 		$315K Hold
1,195
– – 0.08% 200
2022
Q4 		$315K Sell
1,195
-39
-3% -$10.3K 0.08% 201
2022
Q3 		$307K Buy
1,234
+1
+0.1% +$256 0.08% 204
2022
Q2 		$313K Buy
1,233
+87
+8% +$21.4K 0.08% 209
2022
Q1 		$283K Buy
1,146
+143
+14% +$35.6K 0.07% 235
2021
Q4 		$269K Buy
1,003
+40
+4% +$10.1K 0.06% 247
2021
Q3 		$232K Sell
963
-317
-25% -$75.7K 0.06% 253
2021
Q2 		$296K Sell
1,280
-20
-2% -$4.65K 0.08% 224
2021
Q1 		$291K Buy
1,300
+158
+14% +$33.8K 0.08% 206
2020
Q4 		$245K Buy
1,142
+58
+5% +$12.6K 0.08% 213
2020
Q3 		$238 Buy
1,084
+177
+20% +$36.3K 0.05% 196
2020
Q2 		$167K Sell
907
-48
-5% -$8.8K 0.07% 238
2020
Q1 		$158K Sell
955
-257
-21% -$50.6K 0.08% 217
2019
Q4 		$240K Buy
1,212
+147
+14% +$29.2K 0.1% 181
2019
Q3 		$229K Buy
1,065
+39
+4% +$8.36K 0.08% 193
2019
Q2 		$213K Sell
1,026
-113
-10% -$22.4K 0.09% 184
2019
Q1 		$216K Hold
1,139
– – 0.09% 177
2018
Q4 		$202K Buy
+1,139
New +$202K 0.1% 176

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

FinTrust Capital Advisors's MCD Position: Q3 2024 in Review

FinTrust Capital Advisors increased its McDonald's (MCD) stake by 15% in Q3 2024, buying an estimated $56.5K and bringing the position to 1,614 shares worth $491K. The position accounts for 0.08% of the portfolio, ranked #184.

FinTrust Capital Advisors first reported a position in MCD in Q4 2018 and has held it in 24 quarters since. 3,163 funds tracked by Wall St. Rank hold MCD as of Q3 2024.

  • FinTrust Capital Advisors held 1,614 shares of McDonald's worth $491K as of Q3 2024.
  • FinTrust Capital Advisors bought 205 McDonald's shares in Q3 2024, an estimated $56.5K.
  • McDonald's made up 0.08% of FinTrust Capital Advisors's portfolio in Q3 2024, its #184 holding.
  • FinTrust Capital Advisors first reported a position in McDonald's in Q4 2018 and has held it in 24 quarters since.
  • 3,163 funds tracked by Wall St. Rank held McDonald's as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.