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First Trust Direct Indexing’s McDonald's MCD Stock Holding History

First Trust Direct Indexing’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 		– Sell
-30,417
Closed -$9.26M – 545
2024
Q3 		$9.26M Buy
30,417
+4,977
+20% +$1.37M 0.5% 25
2024
Q2 		$6.48M Buy
25,440
+1,388
+6% +$368K 0.4% 34
2024
Q1 		$6.78M Buy
24,052
+2,128
+10% +$619K 0.5% 26
2023
Q4 		$6.5M Buy
21,924
+3,029
+16% +$824K 0.58% 24
2023
Q3 		$4.98M Buy
18,895
+835
+5% +$238K 0.57% 25
2023
Q2 		$5.39M Buy
18,060
+4
+0% +$1.16K 0.6% 23
2023
Q1 		$5.05M Buy
18,056
+783
+5% +$210K 0.6% 20
2022
Q4 		$4.55M Buy
17,273
+960
+6% +$253K 0.6% 20
2022
Q3 		$3.76M Buy
16,313
+354
+2% +$90.5K 0.55% 28
2022
Q2 		$3.94M Sell
15,959
-169
-1% -$41.6K 0.55% 28
2022
Q1 		$3.99M Buy
16,128
+981
+6% +$244K 0.48% 33
2021
Q4 		$4.06M Buy
15,147
+159
+1% +$40.1K 0.53% 28
2021
Q3 		$3.61M Buy
14,988
+948
+7% +$226K 0.51% 29
2021
Q2 		$3.24M Buy
14,040
+4,548
+48% +$1.06M 0.48% 29
2021
Q1 		$2.13M Buy
9,492
+483
+5% +$103K 0.57% 27
2020
Q4 		$1.93M Buy
+9,009
New +$1.96M 0.52% 26

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

First Trust Direct Indexing's MCD Position: Q4 2024 in Review

First Trust Direct Indexing sold out of McDonald's (MCD) in Q4 2024, closing a stake of 30,417 shares — an estimated $9.26M sold.

First Trust Direct Indexing first reported a position in MCD in Q4 2020 and held it in 16 quarters. The position peaked at $9.26M in Q3 2024. 3,385 funds tracked by Wall St. Rank hold MCD as of Q4 2024.

  • First Trust Direct Indexing reported no remaining McDonald's position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 30,417 McDonald's shares in Q4 2024, an estimated $9.26M.
  • First Trust Direct Indexing first reported a position in McDonald's in Q4 2020 and held it in 16 quarters.
  • First Trust Direct Indexing's McDonald's position peaked at $9.26M in Q3 2024.
  • 3,385 funds tracked by Wall St. Rank held McDonald's as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.