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GYL Financial Synergies’s McDonald's MCD Stock Holding History

GYL Financial Synergies’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 		$1.02M Buy
3,357
+317
+10% +$87.4K 0.08% 185
2024
Q2 		$775K Buy
3,040
+68
+2% +$18K 0.06% 203
2024
Q1 		$838K Buy
2,972
+156
+6% +$45.4K 0.07% 195
2023
Q4 		$835K Sell
2,816
-153
-5% -$41.6K 0.07% 197
2023
Q3 		$782K Buy
2,969
+251
+9% +$71.6K 0.08% 196
2023
Q2 		$811K Sell
2,718
-130
-5% -$37.8K 0.07% 194
2023
Q1 		$796K Buy
2,848
+17
+0.6% +$4.55K 0.1% 143
2022
Q4 		$746K Buy
2,831
+22
+0.8% +$5.8K 0.16% 88
2022
Q3 		$648K Buy
2,809
+119
+4% +$30.4K 0.18% 79
2022
Q2 		$664K Buy
2,690
+37
+1% +$9.11K 0.18% 78
2022
Q1 		$656K Sell
2,653
-156
-6% -$38.9K 0.16% 83
2021
Q4 		$753K Buy
2,809
+33
+1% +$8.33K 0.2% 78
2021
Q3 		$669K Sell
2,776
-660
-19% -$158K 0.34% 69
2021
Q2 		$794K Buy
3,436
+3
+0.1% +$698 0.41% 61
2021
Q1 		$770K Sell
3,433
-6
-0.2% -$1.28K 0.42% 57
2020
Q4 		$738K Sell
3,439
-8
-0.2% -$1.74K 0.43% 57
2020
Q3 		$756K Buy
3,447
+78
+2% +$16K 0.5% 46
2020
Q2 		$622K Buy
3,369
+13
+0.4% +$2.38K 0.45% 54
2020
Q1 		$555K Sell
3,356
-137
-4% -$27K 0.35% 56
2019
Q4 		$690K Sell
3,493
-857
-20% -$170K 0.31% 59
2019
Q3 		$934K Buy
4,350
+2,600
+149% +$557K 0.46% 42
2019
Q2 		$363K Sell
1,750
-285
-14% -$56.5K 0.19% 93
2019
Q1 		$386K Buy
2,035
+81
+4% +$14.7K 0.22% 84
2018
Q4 		$347K Buy
+1,954
New +$347K 0.25% 77

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

GYL Financial Synergies's MCD Position: Q3 2024 in Review

GYL Financial Synergies increased its McDonald's (MCD) stake by 10% in Q3 2024, buying an estimated $87.4K and bringing the position to 3,357 shares worth $1.02M. The position accounts for 0.08% of the portfolio, ranked #185.

GYL Financial Synergies first reported a position in MCD in Q4 2018 and has held it in 24 quarters since. 3,168 funds tracked by Wall St. Rank hold MCD as of Q3 2024.

  • GYL Financial Synergies held 3,357 shares of McDonald's worth $1.02M as of Q3 2024.
  • GYL Financial Synergies bought 317 McDonald's shares in Q3 2024, an estimated $87.4K.
  • McDonald's made up 0.08% of GYL Financial Synergies's portfolio in Q3 2024, its #185 holding.
  • GYL Financial Synergies first reported a position in McDonald's in Q4 2018 and has held it in 24 quarters since.
  • 3,168 funds tracked by Wall St. Rank held McDonald's as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.