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Gilliland Jeter Wealth Management’s McDonald's MCD Stock Holding History

Gilliland Jeter 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
Q4 		– Sell
-587
Closed -$179K – 454
2024
Q3 		$179K Hold
587
– – 0.06% 178
2024
Q2 		$150K Sell
587
-308
-34% -$81.7K 0.05% 186
2024
Q1 		$252K Buy
+895
New +$260K 0.09% 151

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

Gilliland Jeter Wealth Management's MCD Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of McDonald's (MCD) in Q4 2024, closing a stake of 587 shares — an estimated $179K sold.

Gilliland Jeter Wealth Management first reported a position in MCD in Q1 2024 and held it in 3 quarters. The position peaked at $252K in Q1 2024. 3,386 funds tracked by Wall St. Rank hold MCD as of Q4 2024.

  • Gilliland Jeter Wealth Management reported no remaining McDonald's position as of Q4 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 587 McDonald's shares in Q4 2024, an estimated $179K.
  • Gilliland Jeter Wealth Management first reported a position in McDonald's in Q1 2024 and held it in 3 quarters.
  • Gilliland Jeter Wealth Management's McDonald's position peaked at $252K in Q1 2024.
  • 3,386 funds tracked by Wall St. Rank held McDonald's as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.