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

LJI 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 Q4	–	Sell	-687	Closed	-$209K	–	194
2024 Q3	$209K	Buy	+687	New	+$189K	0.04%	183

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

LJI Wealth Management's MCD Position: Q4 2024 in Review

LJI Wealth Management sold out of McDonald's (MCD) in Q4 2024, closing a stake of 687 shares — an estimated $209K sold.

LJI Wealth Management first reported a position in MCD in Q3 2024 and held it in 1 quarter. The position peaked at $209K in Q3 2024. 3,385 funds tracked by Wall St. Rank hold MCD as of Q4 2024.

LJI Wealth Management reported no remaining McDonald's position as of Q4 2024 after selling out during the quarter.
LJI Wealth Management sold 687 McDonald's shares in Q4 2024, an estimated $209K.
LJI Wealth Management first reported a position in McDonald's in Q3 2024 and held it in 1 quarter.
LJI Wealth Management's McDonald's position peaked at $209K in Q3 2024.
3,385 funds tracked by Wall St. Rank held McDonald's as of Q4 2024.

Based on LJI Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.