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

Glass 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 Q3	–	Sell	-877	Closed	-$223K	–	57
2024 Q2	$223K	Hold	877	–	–	0.13%	56
2024 Q1	$247K	Buy	+877	New	+$255K	0.15%	57

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Glass Wealth Management's MCD Position: Q3 2024 in Review

Glass Wealth Management sold out of McDonald's (MCD) in Q3 2024, closing a stake of 877 shares — an estimated $223K sold.

Glass Wealth Management first reported a position in MCD in Q1 2024 and held it in 2 quarters. The position peaked at $247K in Q1 2024. 3,163 funds tracked by Wall St. Rank hold MCD as of Q3 2024.

Glass Wealth Management reported no remaining McDonald's position as of Q3 2024 after selling out during the quarter.
Glass Wealth Management sold 877 McDonald's shares in Q3 2024, an estimated $223K.
Glass Wealth Management first reported a position in McDonald's in Q1 2024 and held it in 2 quarters.
Glass Wealth Management's McDonald's position peaked at $247K in Q1 2024.
3,163 funds tracked by Wall St. Rank held McDonald's as of Q3 2024.

Based on Glass Wealth Management's 13F filing for Q3 2024, filed 7 Nov 2024.