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Insight Folios’s McDonald's MCD Stock Holding History

Insight Folios’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 		$365K Buy
1,200
+29
+2% +$7.99K 0.13% 82
2024
Q2 		$298K Buy
1,171
+19
+2% +$5.04K 0.12% 94
2024
Q1 		$325K Sell
1,152
-104
-8% -$30.2K 0.13% 88
2023
Q4 		$372K Sell
1,256
-80
-6% -$21.8K 0.16% 72
2023
Q3 		$352K Sell
1,336
-134
-9% -$38.2K 0.17% 69
2023
Q2 		$439K Sell
1,470
-47
-3% -$13.7K 0.18% 61
2023
Q1 		$424K Sell
1,517
-42
-3% -$11.3K 0.19% 48
2022
Q4 		$411K Buy
1,559
+36
+2% +$9.5K 0.19% 55
2022
Q3 		$351K Buy
1,523
+46
+3% +$11.8K 0.18% 53
2022
Q2 		$365K Buy
1,477
+47
+3% +$11.6K 0.17% 67
2022
Q1 		$354K Buy
1,430
+124
+9% +$30.9K 0.16% 80
2021
Q4 		$350K Buy
1,306
+41
+3% +$10.4K 0.16% 86
2021
Q3 		$305K Buy
1,265
+161
+15% +$38.4K 0.17% 74
2021
Q2 		$255K Buy
+1,104
New +$257K 0.15% 59

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Insight Folios's MCD Position: Q3 2024 in Review

Insight Folios increased its McDonald's (MCD) stake by 2.5% in Q3 2024, buying an estimated $7.99K and bringing the position to 1,200 shares worth $365K. The position accounts for 0.13% of the portfolio, ranked #82.

Insight Folios first reported a position in MCD in Q2 2021 and has held it in 14 quarters since. The position peaked at $439K in Q2 2023. 3,163 funds tracked by Wall St. Rank hold MCD as of Q3 2024.

  • Insight Folios held 1,200 shares of McDonald's worth $365K as of Q3 2024.
  • Insight Folios bought 29 McDonald's shares in Q3 2024, an estimated $7.99K.
  • McDonald's made up 0.13% of Insight Folios's portfolio in Q3 2024, its #82 holding.
  • Insight Folios first reported a position in McDonald's in Q2 2021 and has held it in 14 quarters since.
  • Insight Folios's McDonald's position peaked at $439K in Q2 2023.
  • 3,163 funds tracked by Wall St. Rank held McDonald's as of Q3 2024.

Based on Insight Folios's 13F filing for Q3 2024, filed 24 Oct 2024.