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

Kolinsky 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 Q4	$426K	Sell	1,469 -146	-9%	-$43.5K	0.26%	83
2024 Q3	$492K	Buy	1,615 +20	+1%	+$5.51K	0.32%	69
2024 Q2	$407K	Sell	1,595 -250	-14%	-$66.3K	0.29%	75
2024 Q1	$520K	Buy	1,845 +271	+17%	+$78.8K	0.4%	58
2023 Q4	$467K	Sell	1,574 -24	-2%	-$6.53K	0.41%	58
2023 Q3	$421K	Sell	1,598 -50	-3%	-$14.3K	0.42%	58
2023 Q2	$485K	Buy	1,648 +27	+2%	+$7.84K	0.46%	49
2023 Q1	$453K	Buy	1,621 +306	+23%	+$82K	0.48%	45
2022 Q4	$347K	Sell	1,315 -212	-14%	-$55.9K	0.4%	63
2022 Q3	$352K	Buy	1,527 +35	+2%	+$8.95K	0.44%	49
2022 Q2	$368K	Buy	1,492 +447	+43%	+$110K	0.43%	50
2022 Q1	$258K	Sell	1,045 -250	-19%	-$62.3K	0.25%	104
2021 Q4	$347K	Buy	+1,295	New	+$327K	0.32%	80

Other funds holding MCD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Kolinsky Wealth Management's MCD Position: Q4 2024 in Review

Kolinsky Wealth Management reduced its McDonald's (MCD) stake by 9% in Q4 2024, selling an estimated $43.5K and leaving 1,469 shares worth $426K. The position accounts for 0.26% of the portfolio, ranked #83.

Kolinsky Wealth Management first reported a position in MCD in Q4 2021 and has held it in 13 quarters since. The position peaked at $520K in Q1 2024. 3,391 funds tracked by Wall St. Rank hold MCD as of Q4 2024.

Kolinsky Wealth Management held 1,469 shares of McDonald's worth $426K as of Q4 2024.
Kolinsky Wealth Management sold 146 McDonald's shares in Q4 2024, an estimated $43.5K.
McDonald's made up 0.26% of Kolinsky Wealth Management's portfolio in Q4 2024, its #83 holding.
Kolinsky Wealth Management first reported a position in McDonald's in Q4 2021 and has held it in 13 quarters since.
Kolinsky Wealth Management's McDonald's position peaked at $520K in Q1 2024.
3,391 funds tracked by Wall St. Rank held McDonald's as of Q4 2024.

Based on Kolinsky Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.