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

HFG 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 Q1	–	Sell	-1,500	Closed	-$445K	–	53
2023 Q4	$445K	Buy	+1,500	New	+$408K	0.11%	49
2023 Q1	$496K	Buy	+1,775	New	+$476K	0.1%	58

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

HFG Wealth Management's MCD Position: Q1 2024 in Review

HFG Wealth Management sold out of McDonald's (MCD) in Q1 2024, closing a stake of 1,500 shares — an estimated $445K sold.

HFG Wealth Management first reported a position in MCD in Q1 2023 and held it in 2 quarters. The position peaked at $496K in Q1 2023. 3,166 funds tracked by Wall St. Rank hold MCD as of Q1 2024.

HFG Wealth Management reported no remaining McDonald's position as of Q1 2024 after selling out during the quarter.
HFG Wealth Management sold 1,500 McDonald's shares in Q1 2024, an estimated $445K.
HFG Wealth Management first reported a position in McDonald's in Q1 2023 and held it in 2 quarters.
HFG Wealth Management's McDonald's position peaked at $496K in Q1 2023.
3,166 funds tracked by Wall St. Rank held McDonald's as of Q1 2024.

Based on HFG Wealth Management's 13F filing for Q1 2024, filed 28 Jun 2024.