Fortitude Advisory Group’s McDonald's MCD Stock Holding History

Fortitude Advisory Group’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	-1,294	Closed	-$365K	–	212
2024 Q1	$365K	Sell	1,294 -43	-3%	-$12.5K	0.21%	107
2023 Q4	$396K	Buy	1,337 +3	+0.2%	+$817	0.24%	92
2023 Q3	$351K	Buy	1,334 +181	+16%	+$51.6K	0.24%	96
2023 Q2	$344K	Buy	1,153 +64	+6%	+$18.6K	0.25%	100
2023 Q1	$304K	Sell	1,089 -37	-3%	-$9.91K	0.24%	115
2022 Q4	$297K	Buy	1,126 +10	+0.9%	+$2.64K	0.25%	119
2022 Q3	$258K	Buy	1,116 +39	+4%	+$9.97K	0.24%	117
2022 Q2	$266K	Buy	1,077 +28	+3%	+$6.9K	0.24%	125
2022 Q1	$259K	Sell	1,049 -14	-1%	-$3.49K	0.14%	157
2021 Q4	$285K	Buy	+1,063	New	+$268K	0.14%	137

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

Fortitude Advisory Group's MCD Position: Q2 2024 in Review

Fortitude Advisory Group sold out of McDonald's (MCD) in Q2 2024, closing a stake of 1,294 shares — an estimated $365K sold.

Fortitude Advisory Group first reported a position in MCD in Q4 2021 and held it in 10 quarters. The position peaked at $396K in Q4 2023. 3,078 funds tracked by Wall St. Rank hold MCD as of Q2 2024.

Fortitude Advisory Group reported no remaining McDonald's position as of Q2 2024 after selling out during the quarter.
Fortitude Advisory Group sold 1,294 McDonald's shares in Q2 2024, an estimated $365K.
Fortitude Advisory Group first reported a position in McDonald's in Q4 2021 and held it in 10 quarters.
Fortitude Advisory Group's McDonald's position peaked at $396K in Q4 2023.
3,078 funds tracked by Wall St. Rank held McDonald's as of Q2 2024.

Based on Fortitude Advisory Group's 13F filing for Q2 2024, filed 25 Jul 2024.