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

Gray 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 		$660K Buy
2,275
+10
+0.4% +$2.98K 0.25% 60
2024
Q3 		$690K Sell
2,265
-131
-5% -$36.1K 0.27% 59
2024
Q2 		$611K Sell
2,396
-46
-2% -$12.2K 0.26% 59
2024
Q1 		$689K Buy
2,442
+21
+0.9% +$6.11K 0.31% 56
2023
Q4 		$718K Sell
2,421
-114
-4% -$31K 0.35% 53
2023
Q3 		$668K Sell
2,535
-18
-0.7% -$5.13K 0.34% 57
2023
Q2 		$762K Sell
2,553
-97
-4% -$28.2K 0.38% 55
2023
Q1 		$741K Buy
2,650
+3
+0.1% +$804 0.4% 53
2022
Q4 		$698K Buy
2,647
+222
+9% +$58.6K 0.4% 52
2022
Q3 		$560K Buy
2,425
+99
+4% +$25.3K 0.36% 57
2022
Q2 		$574K Sell
2,326
-8
-0.3% -$1.97K 0.35% 59
2022
Q1 		$577K Buy
2,334
+23
+1% +$5.73K 0.3% 62
2021
Q4 		$620K Buy
2,311
+62
+3% +$15.7K 0.31% 56
2021
Q3 		$542K Buy
2,249
+43
+2% +$10.3K 0.3% 55
2021
Q2 		$510K Buy
2,206
+95
+5% +$22.1K 0.29% 63
2021
Q1 		$473K Buy
2,111
+3
+0.1% +$642 0.3% 61
2020
Q4 		$451K Buy
2,108
+233
+12% +$50.7K 0.31% 55
2020
Q3 		$412K Buy
1,875
+3
+0.2% +$616 0.32% 55
2020
Q2 		$347K Buy
1,872
+37
+2% +$6.78K 0.3% 66
2020
Q1 		$304K Buy
+1,835
New +$362K 0.33% 60

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

Gray Wealth Management's MCD Position: Q4 2024 in Review

Gray Wealth Management increased its McDonald's (MCD) stake by 0.44% in Q4 2024, buying an estimated $2.98K and bringing the position to 2,275 shares worth $660K. The position accounts for 0.25% of the portfolio, ranked #60.

Gray Wealth Management first reported a position in MCD in Q1 2020 and has held it in 20 quarters since. The position peaked at $762K in Q2 2023. 3,385 funds tracked by Wall St. Rank hold MCD as of Q4 2024.

  • Gray Wealth Management held 2,275 shares of McDonald's worth $660K as of Q4 2024.
  • Gray Wealth Management bought 10 McDonald's shares in Q4 2024, an estimated $2.98K.
  • McDonald's made up 0.25% of Gray Wealth Management's portfolio in Q4 2024, its #60 holding.
  • Gray Wealth Management first reported a position in McDonald's in Q1 2020 and has held it in 20 quarters since.
  • Gray Wealth Management's McDonald's position peaked at $762K in Q2 2023.
  • 3,385 funds tracked by Wall St. Rank held McDonald's as of Q4 2024.

Based on Gray Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.