LWMG LLC’s McDonald's MCD Stock Holding History

LWMG LLC’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	$491K	Sell	1,614 -187	-10%	-$51.5K	0.09%	59
2024 Q2	$459K	Sell	1,801 -18	-1%	-$4.78K	0.1%	54
2024 Q1	$513K	Buy	1,819 +9	+0.5%	+$2.62K	0.12%	49
2023 Q4	$537K	Buy	1,810 +162	+10%	+$44.1K	0.13%	50
2023 Q3	$434K	Buy	1,648 +58	+4%	+$16.5K	0.12%	54
2023 Q2	$475K	Buy	1,590 +13	+0.8%	+$3.78K	0.13%	53
2023 Q1	$441K	Sell	1,577 -167	-10%	-$44.7K	0.14%	53
2022 Q4	$460K	Buy	+1,744	New	+$460K	0.17%	62

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

LWMG LLC's MCD Position: Q3 2024 in Review

LWMG LLC reduced its McDonald's (MCD) stake by 10% in Q3 2024, selling an estimated $51.5K and leaving 1,614 shares worth $491K. The position accounts for 0.09% of the portfolio, ranked #59.

LWMG LLC first reported a position in MCD in Q4 2022 and has held it in 8 quarters since. The position peaked at $537K in Q4 2023. 3,163 funds tracked by Wall St. Rank hold MCD as of Q3 2024.

LWMG LLC held 1,614 shares of McDonald's worth $491K as of Q3 2024.
LWMG LLC sold 187 McDonald's shares in Q3 2024, an estimated $51.5K.
McDonald's made up 0.09% of LWMG LLC's portfolio in Q3 2024, its #59 holding.
LWMG LLC first reported a position in McDonald's in Q4 2022 and has held it in 8 quarters since.
LWMG LLC's McDonald's position peaked at $537K in Q4 2023.
3,163 funds tracked by Wall St. Rank held McDonald's as of Q3 2024.

Based on LWMG LLC's 13F filing for Q3 2024, filed 4 Oct 2024.