Halpern Financial’s McDonald's MCD Stock Holding History

Halpern Financial’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	$20.7K	Buy	68 +8	+13%	+$2.21K	0.01%	127
2024 Q2	$15.3K	Hold	60	–	–	﹤0.01%	138
2024 Q1	$16.5K	Hold	60	–	–	﹤0.01%	144
2023 Q4	$17.7K	Hold	60	–	–	0.01%	151
2023 Q3	$15.8K	Sell	60 -17	-22%	-$4.85K	0.01%	135
2023 Q2	$23K	Hold	77	–	–	0.01%	110
2023 Q1	$21.5K	Hold	77	–	–	0.01%	108
2022 Q4	$20.3K	Hold	77	–	–	0.01%	112
2022 Q3	$17.8K	Hold	77	–	–	0.01%	118
2022 Q2	$19K	Hold	77	–	–	0.01%	125
2022 Q1	$19K	Sell	77 -72	-48%	-$17.9K	0.01%	143
2021 Q4	$39.9K	Hold	149	–	–	0.02%	93
2021 Q3	$35.9K	Buy	+149	New	+$35.6K	0.02%	83

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

Halpern Financial's MCD Position: Q3 2024 in Review

Halpern Financial increased its McDonald's (MCD) stake by 13% in Q3 2024, buying an estimated $2.21K and bringing the position to 68 shares worth $20.7K. The position accounts for 0.01% of the portfolio, ranked #127.

Halpern Financial first reported a position in MCD in Q3 2021 and has held it in 13 quarters since. The position peaked at $39.9K in Q4 2021. 3,164 funds tracked by Wall St. Rank hold MCD as of Q3 2024.

Halpern Financial held 68 shares of McDonald's worth $20.7K as of Q3 2024.
Halpern Financial bought 8 McDonald's shares in Q3 2024, an estimated $2.21K.
McDonald's made up 0.01% of Halpern Financial's portfolio in Q3 2024, its #127 holding.
Halpern Financial first reported a position in McDonald's in Q3 2021 and has held it in 13 quarters since.
Halpern Financial's McDonald's position peaked at $39.9K in Q4 2021.
3,164 funds tracked by Wall St. Rank held McDonald's as of Q3 2024.

Based on Halpern Financial's 13F filing for Q3 2024, filed 4 Oct 2024.