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

Janiczek 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 		$177K Sell
693
-153
-18% -$40.6K 0.04% 202
2024
Q1 		$239K Buy
846
+14
+2% +$4.07K 0.05% 163
2023
Q4 		$247K Buy
832
+230
+38% +$62.6K 0.06% 131
2023
Q3 		$159K Buy
602
+11
+2% +$3.14K 0.04% 174
2023
Q2 		$176K Buy
591
+18
+3% +$5.23K 0.05% 140
2023
Q1 		$166K Sell
573
-17
-3% -$4.55K 0.05% 139
2022
Q4 		$157K Buy
590
+59
+11% +$15.6K 0.04% 153
2022
Q3 		$125K Buy
531
+43
+9% +$11K 0.04% 162
2022
Q2 		$129K Buy
488
+25
+5% +$6.16K 0.04% 167
2022
Q1 		$114K Sell
463
-10
-2% -$2.49K 0.03% 189
2021
Q4 		$127K Buy
473
+50
+12% +$12.6K 0.04% 160
2021
Q3 		$102K Buy
423
+207
+96% +$49.4K 0.04% 170
2021
Q2 		$50K Hold
216
– – 0.02% 249
2021
Q1 		$48K Sell
216
-19
-8% -$4.06K 0.02% 235
2020
Q4 		$50K Sell
235
-22
-9% -$4.78K 0.02% 203
2020
Q3 		$56K Sell
257
-15
-6% -$3.08K 0.03% 93
2020
Q2 		$50K Buy
272
+148
+119% +$27.1K 0.03% 81
2020
Q1 		$21K Hold
124
– – 0.01% 88
2019
Q4 		$25K Buy
124
+24
+24% +$4.76K 0.01% 89
2019
Q3 		$21K Buy
+100
New +$21.4K 0.01% 93

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Janiczek Wealth Management's MCD Position: Q2 2024 in Review

Janiczek Wealth Management reduced its McDonald's (MCD) stake by 18% in Q2 2024, selling an estimated $40.6K and leaving 693 shares worth $177K. The position accounts for 0.04% of the portfolio, ranked #202.

Janiczek Wealth Management first reported a position in MCD in Q3 2019 and has held it in 20 quarters since. The position peaked at $247K in Q4 2023. 3,078 funds tracked by Wall St. Rank hold MCD as of Q2 2024.

  • Janiczek Wealth Management held 693 shares of McDonald's worth $177K as of Q2 2024.
  • Janiczek Wealth Management sold 153 McDonald's shares in Q2 2024, an estimated $40.6K.
  • McDonald's made up 0.04% of Janiczek Wealth Management's portfolio in Q2 2024, its #202 holding.
  • Janiczek Wealth Management first reported a position in McDonald's in Q3 2019 and has held it in 20 quarters since.
  • Janiczek Wealth Management's McDonald's position peaked at $247K in Q4 2023.
  • 3,078 funds tracked by Wall St. Rank held McDonald's as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.