Householder Group Estate & Retirement Specialist’s McDonald's MCD Stock Holding History

Householder Group Estate & Retirement Specialist’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	$153K	Sell	528 -2,450	-82%	-$731K	0.11%	118
2024 Q3	$907K	Sell	2,978 -247	-8%	-$68.1K	0.26%	85
2024 Q2	$821K	Sell	3,225 -415	-11%	-$110K	0.23%	97
2024 Q1	$1.03M	Sell	3,640 -27	-0.7%	-$7.85K	0.31%	72
2023 Q4	$1.09M	Buy	3,667 +63	+2%	+$17.1K	0.36%	55
2023 Q3	$950K	Buy	+3,604	New	+$1.03M	0.34%	62
2023 Q1	$1.06M	Buy	+3,775	New	+$1.01M	0.41%	53
2022 Q4	–	Sell	-4,004	Closed	-$924K	–	786
2022 Q3	$924K	Sell	4,004 -46	-1%	-$11.8K	0.38%	59
2022 Q2	$1M	Sell	4,050 -247	-6%	-$60.8K	0.45%	51
2022 Q1	$1.06M	Buy	4,297 +1,287	+43%	+$321K	0.43%	59
2021 Q4	$807K	Buy	+3,010	New	+$760K	0.3%	89

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

Householder Group Estate & Retirement Specialist's MCD Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its McDonald's (MCD) stake by 82% in Q4 2024, selling an estimated $731K and leaving 528 shares worth $153K. The position accounts for 0.11% of the portfolio, ranked #118.

Householder Group Estate & Retirement Specialist first reported a position in MCD in Q4 2021 and has held it in 11 quarters since. The position peaked at $1.09M in Q4 2023. 3,386 funds tracked by Wall St. Rank hold MCD as of Q4 2024.

Householder Group Estate & Retirement Specialist held 528 shares of McDonald's worth $153K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 2,450 McDonald's shares in Q4 2024, an estimated $731K.
McDonald's made up 0.11% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #118 holding.
Householder Group Estate & Retirement Specialist first reported a position in McDonald's in Q4 2021 and has held it in 11 quarters since.
Householder Group Estate & Retirement Specialist's McDonald's position peaked at $1.09M in Q4 2023.
3,386 funds tracked by Wall St. Rank held McDonald's as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.