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Kowal Investment Group’s McDonald's MCD Stock Holding History

Kowal Investment 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
Q3 		$1.7M Sell
5,579
-349
-6% -$96.2K 0.31% 49
2024
Q2 		$1.51M Sell
5,928
-94
-2% -$24.9K 0.3% 50
2024
Q1 		$1.7M Sell
6,022
-75
-1% -$21.8K 0.37% 39
2023
Q4 		$1.81M Sell
6,097
-289
-5% -$78.7K 0.42% 34
2023
Q3 		$1.68M Buy
6,386
+172
+3% +$49.1K 0.45% 30
2023
Q2 		$1.85M Buy
6,214
+39
+0.6% +$11.3K 0.5% 24
2023
Q1 		$1.73M Buy
6,175
+273
+5% +$73.1K 0.49% 28
2022
Q4 		$1.56M Buy
5,902
+503
+9% +$133K 0.46% 31
2022
Q3 		$1.25M Buy
5,399
+254
+5% +$64.9K 0.42% 28
2022
Q2 		$1.27M Buy
5,145
+732
+17% +$180K 0.42% 26
2022
Q1 		$1.09M Buy
4,413
+475
+12% +$118K 0.33% 30
2021
Q4 		$1.06M Buy
3,938
+161
+4% +$40.6K 0.31% 27
2021
Q3 		$911K Buy
3,777
+103
+3% +$24.6K 0.29% 29
2021
Q2 		$849K Sell
3,674
-60
-2% -$14K 0.31% 30
2021
Q1 		$837K Buy
3,734
+10
+0.3% +$2.14K 0.34% 28
2020
Q4 		$788K Buy
+3,724
New +$810K 0.37% 27

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

Kowal Investment Group's MCD Position: Q3 2024 in Review

Kowal Investment Group reduced its McDonald's (MCD) stake by 5.9% in Q3 2024, selling an estimated $96.2K and leaving 5,579 shares worth $1.7M. The position accounts for 0.31% of the portfolio, ranked #49.

Kowal Investment Group first reported a position in MCD in Q4 2020 and has held it in 16 quarters since. The position peaked at $1.85M in Q2 2023. 3,163 funds tracked by Wall St. Rank hold MCD as of Q3 2024.

  • Kowal Investment Group held 5,579 shares of McDonald's worth $1.7M as of Q3 2024.
  • Kowal Investment Group sold 349 McDonald's shares in Q3 2024, an estimated $96.2K.
  • McDonald's made up 0.31% of Kowal Investment Group's portfolio in Q3 2024, its #49 holding.
  • Kowal Investment Group first reported a position in McDonald's in Q4 2020 and has held it in 16 quarters since.
  • Kowal Investment Group's McDonald's position peaked at $1.85M in Q2 2023.
  • 3,163 funds tracked by Wall St. Rank held McDonald's as of Q3 2024.

Based on Kowal Investment Group's 13F filing for Q3 2024, filed 16 Oct 2024.