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Insight Wealth Strategies’s McDonald's MCD Stock Holding History

Insight Wealth Strategies’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
-7,235
Closed -$2.15M – 175
2023
Q4 		$2.15M Buy
7,235
+230
+3% +$62.6K 0.35% 55
2023
Q3 		$1.85M Buy
7,005
+476
+7% +$136K 0.36% 50
2023
Q2 		$1.95M Buy
6,529
+15
+0.2% +$4.36K 0.37% 44
2023
Q1 		$1.82M Sell
6,514
-280
-4% -$75K 0.36% 46
2022
Q4 		$1.79M Buy
6,794
+25
+0.4% +$6.59K 0.35% 49
2022
Q3 		$1.67M Hold
6,769
– – 0.31% 45
2022
Q2 		$1.67M Buy
6,769
+309
+5% +$76.1K 0.31% 45
2022
Q1 		$1.6M Buy
6,460
+897
+16% +$223K 0.24% 70
2021
Q4 		$1.49M Buy
5,563
+789
+17% +$199K 0.21% 73
2021
Q3 		$1.15M Buy
4,774
+255
+6% +$60.9K 0.16% 85
2021
Q2 		$1.04M Sell
4,519
-1,102
-20% -$256K 0.15% 94
2021
Q1 		$1.26M Buy
5,621
+2,801
+99% +$599K 0.17% 84
2020
Q4 		$605K Buy
2,820
+303
+12% +$65.9K 0.1% 103
2020
Q3 		$552K Buy
2,517
+360
+17% +$73.9K 0.1% 91
2020
Q2 		$398K Buy
2,157
+461
+27% +$84.5K 0.09% 102
2020
Q1 		$280K Sell
1,696
-1,017
-37% -$200K 0.07% 119
2019
Q4 		$536K Buy
2,713
+1
+0% +$198 0.11% 118
2019
Q3 		$582K Sell
2,712
-1,611
-37% -$345K 0.14% 100
2019
Q2 		$898K Sell
4,323
-3,408
-44% -$675K 0.22% 72
2019
Q1 		$1.47M Buy
7,731
+312
+4% +$56.6K 0.41% 49
2018
Q4 		$1.32M Buy
+7,419
New +$1.32M 0.4% 37

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Insight Wealth Strategies's MCD Position: Q1 2024 in Review

Insight Wealth Strategies sold out of McDonald's (MCD) in Q1 2024, closing a stake of 7,235 shares — an estimated $2.15M sold.

Insight Wealth Strategies first reported a position in MCD in Q4 2018 and held it in 21 quarters. The position peaked at $2.15M in Q4 2023. 3,165 funds tracked by Wall St. Rank hold MCD as of Q1 2024.

  • Insight Wealth Strategies reported no remaining McDonald's position as of Q1 2024 after selling out during the quarter.
  • Insight Wealth Strategies sold 7,235 McDonald's shares in Q1 2024, an estimated $2.15M.
  • Insight Wealth Strategies first reported a position in McDonald's in Q4 2018 and held it in 21 quarters.
  • Insight Wealth Strategies's McDonald's position peaked at $2.15M in Q4 2023.
  • 3,165 funds tracked by Wall St. Rank held McDonald's as of Q1 2024.

Based on Insight Wealth Strategies's 13F filing for Q1 2024, filed 5 Apr 2024.