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LifePro Asset Management’s McDonald's MCD Stock Holding History

LifePro Asset 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
Q3 		– Sell
-786
Closed -$200K – 168
2024
Q2 		$200K Buy
786
+12
+2% +$3.18K 0.14% 126
2024
Q1 		$218K Buy
+774
New +$225K 0.14% 122
2023
Q3 		– Sell
-3,221
Closed -$961K – 123
2023
Q2 		$961K Buy
3,221
+432
+15% +$126K 0.74% 36
2023
Q1 		$735K Hold
2,789
– – 0.53% 42
2022
Q4 		$735K Sell
2,789
-1,038
-27% -$274K 0.54% 41
2022
Q3 		$883K Buy
3,827
+313
+9% +$80K 0.51% 21
2022
Q2 		$868K Buy
3,514
+1,156
+49% +$285K 0.45% 44
2022
Q1 		$583K Buy
2,358
+242
+11% +$60.3K 0.21% 67
2021
Q4 		$567K Buy
2,116
+466
+28% +$118K 0.17% 64
2021
Q3 		$398K Buy
1,650
+35
+2% +$8.35K 0.12% 66
2021
Q2 		$373K Buy
1,615
+3
+0.2% +$698 0.11% 61
2021
Q1 		$361K Sell
1,612
-128
-7% -$27.4K 0.11% 57
2020
Q4 		$373K Buy
+1,740
New +$378K 0.12% 62

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

LifePro Asset Management's MCD Position: Q3 2024 in Review

LifePro Asset Management sold out of McDonald's (MCD) in Q3 2024, closing a stake of 786 shares — an estimated $200K sold.

LifePro Asset Management first reported a position in MCD in Q4 2020 and held it in 13 quarters. The position peaked at $961K in Q2 2023. 3,163 funds tracked by Wall St. Rank hold MCD as of Q3 2024.

  • LifePro Asset Management reported no remaining McDonald's position as of Q3 2024 after selling out during the quarter.
  • LifePro Asset Management sold 786 McDonald's shares in Q3 2024, an estimated $200K.
  • LifePro Asset Management first reported a position in McDonald's in Q4 2020 and held it in 13 quarters.
  • LifePro Asset Management's McDonald's position peaked at $961K in Q2 2023.
  • 3,163 funds tracked by Wall St. Rank held McDonald's as of Q3 2024.

Based on LifePro Asset Management's 13F filing for Q3 2024, filed 9 Oct 2024.