Levy Wealth Management Group’s McDonald's MCD Stock Holding History

Levy Wealth Management 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 Q2	$201K	Sell	788 -102	-11%	-$27.1K	0.05%	101
2024 Q1	$264K	Hold	890	–	–	0.07%	87
2023 Q4	$264K	Buy	890 +1	+0.1%	+$272	0.07%	87
2023 Q3	$234K	Buy	889 +1	+0.1%	+$285	0.07%	99
2023 Q2	$265K	Buy	888 +2	+0.2%	+$581	0.08%	97
2023 Q1	$248K	Buy	886 +1	+0.1%	+$268	0.08%	94
2022 Q4	$233K	Sell	885 -23	-3%	-$6.07K	0.08%	84
2022 Q3	$210K	Buy	+908	New	+$232K	0.09%	75

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

Levy Wealth Management Group's MCD Position: Q2 2024 in Review

Levy Wealth Management Group reduced its McDonald's (MCD) stake by 11% in Q2 2024, selling an estimated $27.1K and leaving 788 shares worth $201K. The position accounts for 0.05% of the portfolio, ranked #101.

Levy Wealth Management Group first reported a position in MCD in Q3 2022 and has held it in 8 quarters since. The position peaked at $265K in Q2 2023. 3,083 funds tracked by Wall St. Rank hold MCD as of Q2 2024.

Levy Wealth Management Group held 788 shares of McDonald's worth $201K as of Q2 2024.
Levy Wealth Management Group sold 102 McDonald's shares in Q2 2024, an estimated $27.1K.
McDonald's made up 0.05% of Levy Wealth Management Group's portfolio in Q2 2024, its #101 holding.
Levy Wealth Management Group first reported a position in McDonald's in Q3 2022 and has held it in 8 quarters since.
Levy Wealth Management Group's McDonald's position peaked at $265K in Q2 2023.
3,083 funds tracked by Wall St. Rank held McDonald's as of Q2 2024.

Based on Levy Wealth Management Group's 13F filing for Q2 2024, filed 25 Jul 2024.