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LPF Advisors’s McDonald's MCD Stock Holding History

LPF 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
-746
Closed -$221K – 31
2023
Q4 		$221K Buy
+746
New +$203K 0.24% 26

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPF Advisors's MCD Position: Q1 2024 in Review

LPF Advisors sold out of McDonald's (MCD) in Q1 2024, closing a stake of 746 shares — an estimated $221K sold.

LPF Advisors first reported a position in MCD in Q4 2023 and held it in 1 quarter. The position peaked at $221K in Q4 2023. 3,166 funds tracked by Wall St. Rank hold MCD as of Q1 2024.

  • LPF Advisors reported no remaining McDonald's position as of Q1 2024 after selling out during the quarter.
  • LPF Advisors sold 746 McDonald's shares in Q1 2024, an estimated $221K.
  • LPF Advisors first reported a position in McDonald's in Q4 2023 and held it in 1 quarter.
  • LPF Advisors's McDonald's position peaked at $221K in Q4 2023.
  • 3,166 funds tracked by Wall St. Rank held McDonald's as of Q1 2024.

Based on LPF Advisors's 13F filing for Q1 2024, filed 7 May 2024.