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Kiely Wealth Advisory Group’s McDonald's MCD Stock Holding History

Kiely Wealth Advisory Group’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
Q4 		$95K Hold
308
– – 0.06% 90
2024
Q3 		$92.2K Hold
308
– – 0.06% 92
2024
Q2 		$83.5K Buy
308
+61
+25% +$16.2K 0.05% 82
2024
Q1 		$67.7K Hold
247
– – 0.04% 88
2023
Q4 		$72.7K Buy
+247
New +$67.2K 0.04% 84

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

Kiely Wealth Advisory Group's MCD Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its McDonald's (MCD) position steady in Q4 2024 at 308 shares worth $95K. The position accounts for 0.06% of the portfolio, ranked #90.

Kiely Wealth Advisory Group first reported a position in MCD in Q4 2023 and has held it in 5 quarters since. 3,385 funds tracked by Wall St. Rank hold MCD as of Q4 2024.

  • Kiely Wealth Advisory Group held 308 shares of McDonald's worth $95K as of Q4 2024.
  • Kiely Wealth Advisory Group left its McDonald's share count unchanged in Q4 2024.
  • McDonald's made up 0.06% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #90 holding.
  • Kiely Wealth Advisory Group first reported a position in McDonald's in Q4 2023 and has held it in 5 quarters since.
  • 3,385 funds tracked by Wall St. Rank held McDonald's as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.