FOCUS Wealth Advisors’s McDonald's MCD Stock Holding History

FOCUS Wealth 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 Q4	–	Sell	-7,153	Closed	-$2.18M	–	63
2024 Q3	$2.18M	Sell	7,153 -40	-0.6%	-$11K	1.09%	25
2024 Q2	$1.83M	Buy	7,193 +504	+8%	+$134K	0.94%	30
2024 Q1	$1.89M	Buy	6,689 +1,768	+36%	+$514K	1.01%	28
2023 Q4	$1.46M	Sell	4,921 -845	-15%	-$230K	0.92%	32
2023 Q3	$1.52M	Buy	5,766 +133	+2%	+$37.9K	1.05%	25
2023 Q2	$1.68M	Buy	5,633 +4,898	+666%	+$1.42M	1.14%	23
2023 Q1	$206K	Buy	+735	New	+$197K	0.14%	62

Other funds holding MCD

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

FOCUS Wealth Advisors's MCD Position: Q4 2024 in Review

FOCUS Wealth Advisors sold out of McDonald's (MCD) in Q4 2024, closing a stake of 7,153 shares — an estimated $2.18M sold.

FOCUS Wealth Advisors first reported a position in MCD in Q1 2023 and held it in 7 quarters. The position peaked at $2.18M in Q3 2024. 3,391 funds tracked by Wall St. Rank hold MCD as of Q4 2024.

FOCUS Wealth Advisors reported no remaining McDonald's position as of Q4 2024 after selling out during the quarter.
FOCUS Wealth Advisors sold 7,153 McDonald's shares in Q4 2024, an estimated $2.18M.
FOCUS Wealth Advisors first reported a position in McDonald's in Q1 2023 and held it in 7 quarters.
FOCUS Wealth Advisors's McDonald's position peaked at $2.18M in Q3 2024.
3,391 funds tracked by Wall St. Rank held McDonald's as of Q4 2024.

Based on FOCUS Wealth Advisors's 13F filing for Q4 2024, filed 16 Jan 2025.