ICA Group Wealth Management’s McDonald's MCD Stock Holding History

ICA Group 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 Q2	$168K	Sell	661 -715	-52%	-$190K	0.1%	118
2024 Q1	$388K	Buy	1,376 +5	+0.4%	+$1.45K	0.08%	197
2023 Q4	$406K	Sell	1,371 -21	-2%	-$5.72K	0.09%	172
2023 Q3	$363K	Buy	1,392 +491	+54%	+$140K	0.1%	164
2023 Q2	$269K	Sell	901 -3,396	-79%	-$987K	0.07%	189
2023 Q1	$1.2M	Buy	4,297 +140	+3%	+$37.5K	0.29%	83
2022 Q4	$1.1M	Sell	4,157 -2,836	-41%	-$748K	0.26%	95
2022 Q3	$1.61M	Buy	6,993 +967	+16%	+$247K	0.34%	69
2022 Q2	$1.61M	Sell	6,026 -64	-1%	-$15.8K	0.3%	81
2022 Q1	$1.51M	Buy	+6,090	New	+$1.52M	0.29%	81

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

ICA Group Wealth Management's MCD Position: Q2 2024 in Review

ICA Group Wealth Management reduced its McDonald's (MCD) stake by 52% in Q2 2024, selling an estimated $190K and leaving 661 shares worth $168K. The position accounts for 0.1% of the portfolio, ranked #118.

ICA Group Wealth Management first reported a position in MCD in Q1 2022 and has held it in 10 quarters since. The position peaked at $1.61M in Q3 2022. 3,078 funds tracked by Wall St. Rank hold MCD as of Q2 2024.

ICA Group Wealth Management held 661 shares of McDonald's worth $168K as of Q2 2024.
ICA Group Wealth Management sold 715 McDonald's shares in Q2 2024, an estimated $190K.
McDonald's made up 0.1% of ICA Group Wealth Management's portfolio in Q2 2024, its #118 holding.
ICA Group Wealth Management first reported a position in McDonald's in Q1 2022 and has held it in 10 quarters since.
ICA Group Wealth Management's McDonald's position peaked at $1.61M in Q3 2022.
3,078 funds tracked by Wall St. Rank held McDonald's as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.