FirstPurpose Wealth’s McDonald's MCD Stock Holding History

FirstPurpose Wealth’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 Q1	$278K	Buy	1,034 +6	+0.6%	+$1.75K	0.1%	167
2023 Q4	$305K	Buy	1,028 +23	+2%	+$6.26K	0.12%	153
2023 Q3	$265K	Buy	1,005 +46	+5%	+$13.1K	0.11%	157
2023 Q2	$286K	Sell	959 -96	-9%	-$27.9K	0.12%	149
2023 Q1	$295K	Buy	1,055 +49	+5%	+$13.1K	0.15%	130
2022 Q4	$265K	Buy	1,006 +52	+5%	+$13.7K	0.15%	136
2022 Q3	$220K	Buy	954 +41	+4%	+$10.5K	0.14%	130
2022 Q2	$225K	Buy	913 +82	+10%	+$20.2K	0.15%	121
2022 Q1	$205K	Buy	+831	New	+$207K	0.16%	131

Other funds holding MCD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

FirstPurpose Wealth's MCD Position: Q1 2024 in Review

FirstPurpose Wealth increased its McDonald's (MCD) stake by 0.58% in Q1 2024, buying an estimated $1.75K and bringing the position to 1,034 shares worth $278K. The position accounts for 0.1% of the portfolio, ranked #167.

FirstPurpose Wealth first reported a position in MCD in Q1 2022 and has held it in 9 quarters since. The position peaked at $305K in Q4 2023. 3,166 funds tracked by Wall St. Rank hold MCD as of Q1 2024.

FirstPurpose Wealth held 1,034 shares of McDonald's worth $278K as of Q1 2024.
FirstPurpose Wealth bought 6 McDonald's shares in Q1 2024, an estimated $1.75K.
McDonald's made up 0.1% of FirstPurpose Wealth's portfolio in Q1 2024, its #167 holding.
FirstPurpose Wealth first reported a position in McDonald's in Q1 2022 and has held it in 9 quarters since.
FirstPurpose Wealth's McDonald's position peaked at $305K in Q4 2023.
3,166 funds tracked by Wall St. Rank held McDonald's as of Q1 2024.

Based on FirstPurpose Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.