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Geller Advisors’s McDonald's MCD Stock Holding History

Geller 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 		$791K Sell
2,730
-2
-0.1% -$596 0.05% 83
2024
Q3 		$832K Buy
2,732
+99
+4% +$27.3K 0.06% 88
2024
Q2 		$671K Buy
2,633
+17
+0.6% +$4.51K 0.05% 109
2024
Q1 		$738K Buy
2,616
+125
+5% +$36.4K 0.06% 97
2023
Q4 		$739K Sell
2,491
-739
-23% -$201K 0.07% 87
2023
Q3 		$851K Buy
3,230
+1,470
+84% +$419K 0.1% 64
2023
Q2 		$525K Buy
1,760
+318
+22% +$92.4K 0.07% 108
2023
Q1 		$403K Buy
1,442
+415
+40% +$111K 0.06% 92
2022
Q4 		$271K Sell
1,027
-269
-21% -$71K 0.05% 107
2022
Q3 		$299K Sell
1,296
-791
-38% -$202K 0.07% 79
2022
Q2 		$515K Buy
2,087
+3
+0.1% +$739 0.11% 50
2022
Q1 		$515K Buy
2,084
+345
+20% +$85.9K 0.1% 56
2021
Q4 		$466K Hold
1,739
– – 0.09% 65
2021
Q3 		$419K Sell
1,739
-912
-34% -$218K 0.09% 67
2021
Q2 		$612K Sell
2,651
-3
-0.1% -$698 0.13% 39
2021
Q1 		$595K Buy
2,654
+646
+32% +$138K 0.14% 37
2020
Q4 		$532K Hold
2,008
– – 0.13% 37
2020
Q3 		$441K Sell
2,008
-550
-22% -$113K 0.13% 40
2020
Q2 		$472K Buy
+2,558
New +$469K 0.14% 35
2020
Q1 		– Sell
-1,153
Closed -$228K – 75
2019
Q4 		$228K Buy
+1,153
New +$229K 0.07% 48

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

Geller Advisors's MCD Position: Q4 2024 in Review

Geller Advisors reduced its McDonald's (MCD) stake by 0.07% in Q4 2024, selling an estimated $596 and leaving 2,730 shares worth $791K. The position accounts for 0.05% of the portfolio, ranked #83.

Geller Advisors first reported a position in MCD in Q4 2019 and has held it in 20 quarters since. The position peaked at $851K in Q3 2023. 3,385 funds tracked by Wall St. Rank hold MCD as of Q4 2024.

  • Geller Advisors held 2,730 shares of McDonald's worth $791K as of Q4 2024.
  • Geller Advisors sold 2 McDonald's shares in Q4 2024, an estimated $596.
  • McDonald's made up 0.05% of Geller Advisors's portfolio in Q4 2024, its #83 holding.
  • Geller Advisors first reported a position in McDonald's in Q4 2019 and has held it in 20 quarters since.
  • Geller Advisors's McDonald's position peaked at $851K in Q3 2023.
  • 3,385 funds tracked by Wall St. Rank held McDonald's as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.