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

Keating 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
Q1 		$440K Hold
1,560
– – 0.26% 29
2023
Q4 		$463K Buy
+1,560
New +$425K 0.32% 25

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Keating Wealth Management's MCD Position: Q1 2024 in Review

Keating Wealth Management held its McDonald's (MCD) position steady in Q1 2024 at 1,560 shares worth $440K. The position accounts for 0.26% of the portfolio, ranked #29.

Keating Wealth Management first reported a position in MCD in Q4 2023 and has held it in 2 quarters since. The position peaked at $463K in Q4 2023. 3,171 funds tracked by Wall St. Rank hold MCD as of Q1 2024.

  • Keating Wealth Management held 1,560 shares of McDonald's worth $440K as of Q1 2024.
  • Keating Wealth Management left its McDonald's share count unchanged in Q1 2024.
  • McDonald's made up 0.26% of Keating Wealth Management's portfolio in Q1 2024, its #29 holding.
  • Keating Wealth Management first reported a position in McDonald's in Q4 2023 and has held it in 2 quarters since.
  • Keating Wealth Management's McDonald's position peaked at $463K in Q4 2023.
  • 3,171 funds tracked by Wall St. Rank held McDonald's as of Q1 2024.

Based on Keating Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.