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

Jackson 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
Q3 		– Sell
-18,141
Closed -$4.62M – 163
2024
Q2 		$4.62M Sell
18,141
-11,365
-39% -$3.02M 0.99% 22
2024
Q1 		$8.32M Buy
29,506
+758
+3% +$220K 1.04% 19
2023
Q4 		$8.52M Buy
28,748
+96
+0.3% +$26.1K 1.12% 19
2023
Q3 		$7.55M Buy
28,652
+441
+2% +$126K 1.08% 17
2023
Q2 		$8.42M Buy
+28,211
New +$8.2M 1.24% 19
2023
Q1 		– Sell
-28,657
Closed -$7.55M – 158
2022
Q4 		$7.55M Sell
28,657
-2,671
-9% -$705K 2.78% 5
2022
Q3 		$7.23M Buy
31,328
+17,586
+128% +$4.49M 1.42% 21
2022
Q2 		$3.39M Sell
13,742
-20,778
-60% -$5.12M 1.57% 16
2022
Q1 		$8.54M Sell
34,520
-823
-2% -$205K 1.19% 28
2021
Q4 		$9.47M Buy
35,343
+213
+0.6% +$53.8K 1.2% 24
2021
Q3 		$111K Buy
35,130
+473
+1% +$113K 1.35% 18
2021
Q2 		$8.01M Buy
34,657
+996
+3% +$232K 1.01% 29
2021
Q1 		$7.54M Buy
33,661
+855
+3% +$183K 1.13% 24
2020
Q4 		$7.04M Buy
32,806
+1,066
+3% +$232K 0.96% 26
2020
Q3 		$6.97M Buy
31,740
+1,762
+6% +$362K 1.04% 22
2020
Q2 		$5.53M Buy
29,978
+1,926
+7% +$353K 0.98% 27
2020
Q1 		$5.07M Buy
28,052
+3,155
+13% +$622K 1.06% 22
2019
Q4 		$5.26M Sell
24,897
-3,691
-13% -$732K 0.87% 30
2019
Q3 		$6.05M Buy
28,588
+4,413
+18% +$946K 1.27% 20
2019
Q2 		$5.11M Buy
24,175
+296
+1% +$58.6K 1.11% 24
2019
Q1 		$4.54M Buy
23,879
+385
+2% +$69.9K 1.11% 28
2018
Q4 		$4.11M Sell
23,494
-232
-1% -$41.1K 1.23% 21
2018
Q3 		$3.97M Buy
23,726
+9,435
+66% +$1.51M 0.83% 30
2018
Q2 		$2.27M Sell
14,291
-71
-0.5% -$11.5K 0.53% 49
2018
Q1 		$2.32M Sell
14,362
-1,602
-10% -$264K 0.65% 40
2017
Q4 		$2.77M Sell
15,964
-50
-0.3% -$8.4K 0.7% 39
2017
Q3 		$2.57M Buy
16,014
+495
+3% +$77.6K 0.7% 32
2017
Q2 		$2.39M Buy
15,519
+770
+5% +$111K 0.76% 29
2017
Q1 		$1.92M Buy
14,749
+499
+4% +$62.6K 0.69% 33
2016
Q4 		$1.75M Sell
14,250
-181
-1% -$21.2K 0.68% 34
2016
Q3 		$1.6M Buy
14,431
+491
+4% +$58.2K 0.61% 37
2016
Q2 		$1.68M Sell
13,940
-81
-0.6% -$10.1K 0.62% 39
2016
Q1 		$1.79M Sell
14,021
-624
-4% -$74.6K 0.69% 34
2015
Q4 		$1.72M Sell
14,645
-666
-4% -$74.5K 0.68% 37
2015
Q3 		$1.51M Sell
15,311
-1,007
-6% -$98.1K 0.54% 56
2015
Q2 		$1.56M Sell
16,318
-3,009
-16% -$291K 0.53% 58
2015
Q1 		$1.88M Sell
19,327
-18,185
-48% -$1.73M 0.61% 47
2014
Q4 		$3.52M Buy
+37,512
New +$3.51M 1.15% 25

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

Jackson Wealth Management's MCD Position: Q3 2024 in Review

Jackson Wealth Management sold out of McDonald's (MCD) in Q3 2024, closing a stake of 18,141 shares — an estimated $4.62M sold.

Jackson Wealth Management first reported a position in MCD in Q4 2014 and held it in 38 quarters. The position peaked at $9.47M in Q4 2021. 3,164 funds tracked by Wall St. Rank hold MCD as of Q3 2024.

  • Jackson Wealth Management reported no remaining McDonald's position as of Q3 2024 after selling out during the quarter.
  • Jackson Wealth Management sold 18,141 McDonald's shares in Q3 2024, an estimated $4.62M.
  • Jackson Wealth Management first reported a position in McDonald's in Q4 2014 and held it in 38 quarters.
  • Jackson Wealth Management's McDonald's position peaked at $9.47M in Q4 2021.
  • 3,164 funds tracked by Wall St. Rank held McDonald's as of Q3 2024.

Based on Jackson Wealth Management's 13F filing for Q3 2024, filed 22 Oct 2024.