FMFE Wealth Management’s McDonald's MCD Stock Holding History

FMFE Wealth Management’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 Q2	–	Sell	-710	Closed	-$200K	–	25
2024 Q1	$200K	Sell	710 -11	-2%	-$3.2K	0.18%	23
2023 Q4	$214K	Buy	+721	New	+$196K	0.21%	19

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

FMFE Wealth Management's MCD Position: Q2 2024 in Review

FMFE Wealth Management sold out of McDonald's (MCD) in Q2 2024, closing a stake of 710 shares — an estimated $200K sold.

FMFE Wealth Management first reported a position in MCD in Q4 2023 and held it in 2 quarters. The position peaked at $214K in Q4 2023. 3,079 funds tracked by Wall St. Rank hold MCD as of Q2 2024.

FMFE Wealth Management reported no remaining McDonald's position as of Q2 2024 after selling out during the quarter.
FMFE Wealth Management sold 710 McDonald's shares in Q2 2024, an estimated $200K.
FMFE Wealth Management first reported a position in McDonald's in Q4 2023 and held it in 2 quarters.
FMFE Wealth Management's McDonald's position peaked at $214K in Q4 2023.
3,079 funds tracked by Wall St. Rank held McDonald's as of Q2 2024.

Based on FMFE Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.