Granite FO LLC’s McDonald's MCD Stock Holding History

Granite FO LLC’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 Q1	–	Sell	-300	Closed	-$89K	–	216
2023 Q4	$89K	Hold	300	–	–	0.06%	76
2023 Q3	$79K	Hold	300	–	–	0.06%	80
2023 Q2	$89.5K	Sell	300 -1,049	-78%	-$305K	0.06%	82
2023 Q1	$399K	Buy	+1,349	New	+$361K	0.25%	49

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Granite FO LLC's MCD Position: Q1 2024 in Review

Granite FO LLC sold out of McDonald's (MCD) in Q1 2024, closing a stake of 300 shares — an estimated $89K sold.

Granite FO LLC first reported a position in MCD in Q1 2023 and held it in 4 quarters. The position peaked at $399K in Q1 2023. 3,166 funds tracked by Wall St. Rank hold MCD as of Q1 2024.

Granite FO LLC reported no remaining McDonald's position as of Q1 2024 after selling out during the quarter.
Granite FO LLC sold 300 McDonald's shares in Q1 2024, an estimated $89K.
Granite FO LLC first reported a position in McDonald's in Q1 2023 and held it in 4 quarters.
Granite FO LLC's McDonald's position peaked at $399K in Q1 2023.
3,166 funds tracked by Wall St. Rank held McDonald's as of Q1 2024.

Based on Granite FO LLC's 13F filing for Q1 2024, filed 5 Sep 2024.