Level Financial Advisors’s McDonald's MCD Stock Holding History

Level Financial Advisors’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	–	Sell	-304	Closed	-$90.1K	–	183
2023 Q4	$90.1K	Sell	304 -1	-0.3%	-$272	0.04%	89
2023 Q3	$80.3K	Hold	305	–	–	0.04%	87
2023 Q2	$91K	Hold	305	–	–	0.05%	79
2023 Q1	$85.3K	Sell	305 -2	-0.7%	-$536	0.05%	73
2022 Q4	$81K	Buy	307 +2	+0.7%	+$528	0.05%	75
2022 Q3	$70K	Hold	305	–	–	0.05%	82
2022 Q2	$75K	Hold	305	–	–	0.06%	81
2022 Q1	$75K	Hold	305	–	–	0.06%	69
2021 Q4	$82K	Buy	+305	New	+$77K	0.06%	69

Other funds holding MCD

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Level Financial Advisors's MCD Position: Q1 2024 in Review

Level Financial Advisors sold out of McDonald's (MCD) in Q1 2024, closing a stake of 304 shares — an estimated $90.1K sold.

Level Financial Advisors first reported a position in MCD in Q4 2021 and held it in 9 quarters. The position peaked at $91K in Q2 2023. 3,165 funds tracked by Wall St. Rank hold MCD as of Q1 2024.

Level Financial Advisors reported no remaining McDonald's position as of Q1 2024 after selling out during the quarter.
Level Financial Advisors sold 304 McDonald's shares in Q1 2024, an estimated $90.1K.
Level Financial Advisors first reported a position in McDonald's in Q4 2021 and held it in 9 quarters.
Level Financial Advisors's McDonald's position peaked at $91K in Q2 2023.
3,165 funds tracked by Wall St. Rank held McDonald's as of Q1 2024.

Based on Level Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.