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

Laidlaw 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 		– Sell
-955
Closed -$269K – 180
2024
Q1 		$269K Sell
955
-3,664
-79% -$1.07M 0.15% 147
2023
Q4 		$1.37M Sell
4,619
-2,006
-30% -$546K 0.5% 55
2023
Q3 		$1.75M Sell
6,625
-2,723
-29% -$777K 0.58% 47
2023
Q2 		$2.79M Sell
9,348
-107
-1% -$31.1K 0.55% 45
2023
Q1 		$2.64M Buy
9,455
+131
+1% +$35.1K 0.54% 50
2022
Q4 		$2.46M Buy
9,324
+331
+4% +$87.3K 0.53% 49
2022
Q3 		$2.08M Sell
8,993
-275
-3% -$70.3K 0.48% 57
2022
Q2 		$2.29M Buy
9,268
+254
+3% +$62.6K 0.47% 64
2022
Q1 		$2.23M Buy
9,014
+459
+5% +$114K 0.37% 69
2021
Q4 		$2.29M Buy
8,555
+568
+7% +$143K 0.37% 75
2021
Q3 		$1.93M Buy
7,987
+554
+7% +$132K 0.49% 57
2021
Q2 		$1.72M Buy
7,433
+441
+6% +$103K 0.44% 63
2021
Q1 		$1.57M Sell
6,992
-1,034
-13% -$221K 0.54% 52
2020
Q4 		$1.72M Buy
8,026
+4,553
+131% +$990K 0.36% 74
2020
Q3 		$762K Sell
3,473
-21
-0.6% -$4.31K 0.34% 83
2020
Q2 		$645K Buy
3,494
+268
+8% +$49.1K 0.34% 84
2020
Q1 		$533K Sell
3,226
-101
-3% -$19.9K 0.35% 85
2019
Q4 		$657K Buy
+3,327
New +$660K 0.42% 78

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

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

Laidlaw Wealth Management sold out of McDonald's (MCD) in Q2 2024, closing a stake of 955 shares — an estimated $269K sold.

Laidlaw Wealth Management first reported a position in MCD in Q4 2019 and held it in 18 quarters. The position peaked at $2.79M in Q2 2023. 3,078 funds tracked by Wall St. Rank hold MCD as of Q2 2024.

  • Laidlaw Wealth Management reported no remaining McDonald's position as of Q2 2024 after selling out during the quarter.
  • Laidlaw Wealth Management sold 955 McDonald's shares in Q2 2024, an estimated $269K.
  • Laidlaw Wealth Management first reported a position in McDonald's in Q4 2019 and held it in 18 quarters.
  • Laidlaw Wealth Management's McDonald's position peaked at $2.79M in Q2 2023.
  • 3,078 funds tracked by Wall St. Rank held McDonald's as of Q2 2024.

Based on Laidlaw Wealth Management's 13F filing for Q2 2024, filed 1 Aug 2024.