Long Island Wealth Management’s McDonald's MCD Stock Holding History

Long Island 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 Q1	–	Sell	-35	Closed	-$10K	–	264
2023 Q4	$10K	Buy	+35	New	+$9.53K	0.01%	212

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

Long Island Wealth Management's MCD Position: Q1 2024 in Review

Long Island Wealth Management sold out of McDonald's (MCD) in Q1 2024, closing a stake of 35 shares — an estimated $10K sold.

Long Island Wealth Management first reported a position in MCD in Q4 2023 and held it in 1 quarter. The position peaked at $10K in Q4 2023. 3,166 funds tracked by Wall St. Rank hold MCD as of Q1 2024.

Long Island Wealth Management reported no remaining McDonald's position as of Q1 2024 after selling out during the quarter.
Long Island Wealth Management sold 35 McDonald's shares in Q1 2024, an estimated $10K.
Long Island Wealth Management first reported a position in McDonald's in Q4 2023 and held it in 1 quarter.
Long Island Wealth Management's McDonald's position peaked at $10K in Q4 2023.
3,166 funds tracked by Wall St. Rank held McDonald's as of Q1 2024.

Based on Long Island Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.