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First Trust Investment Solutions’s McDonald's MCD Stock Holding History

First Trust Investment Solutions’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 		$721K Sell
2,368
-19,832
-89% -$5.47M 0.08% 165
2024
Q2 		$5.66M Buy
22,200
+19,344
+677% +$5.13M 0.8% 39
2024
Q1 		$805K Sell
2,856
-2,380
-45% -$692K 0.14% 115
2023
Q4 		$1.55M Buy
+5,236
New +$1.43M 0.32% 75

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 Investment Solutions's MCD Position: Q3 2024 in Review

First Trust Investment Solutions reduced its McDonald's (MCD) stake by 89% in Q3 2024, selling an estimated $5.47M and leaving 2,368 shares worth $721K. The position accounts for 0.08% of the portfolio, ranked #165.

First Trust Investment Solutions first reported a position in MCD in Q4 2023 and has held it in 4 quarters since. The position peaked at $5.66M in Q2 2024. 3,163 funds tracked by Wall St. Rank hold MCD as of Q3 2024.

  • First Trust Investment Solutions held 2,368 shares of McDonald's worth $721K as of Q3 2024.
  • First Trust Investment Solutions sold 19,832 McDonald's shares in Q3 2024, an estimated $5.47M.
  • McDonald's made up 0.08% of First Trust Investment Solutions's portfolio in Q3 2024, its #165 holding.
  • First Trust Investment Solutions first reported a position in McDonald's in Q4 2023 and has held it in 4 quarters since.
  • First Trust Investment Solutions's McDonald's position peaked at $5.66M in Q2 2024.
  • 3,163 funds tracked by Wall St. Rank held McDonald's as of Q3 2024.

Based on First Trust Investment Solutions's 13F filing for Q3 2024, filed 13 Nov 2024.