Lynx Investment Advisory’s McDonald's MCD Stock Holding History

Lynx Investment Advisory’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	-293	Closed	-$74.5K	–	501
2024 Q2	$74.5K	Buy	+293	New	+$77.7K	0.06%	206

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

Lynx Investment Advisory's MCD Position: Q3 2024 in Review

Lynx Investment Advisory sold out of McDonald's (MCD) in Q3 2024, closing a stake of 293 shares — an estimated $74.5K sold.

Lynx Investment Advisory first reported a position in MCD in Q2 2024 and held it in 1 quarter. The position peaked at $74.5K in Q2 2024. 3,164 funds tracked by Wall St. Rank hold MCD as of Q3 2024.

Lynx Investment Advisory reported no remaining McDonald's position as of Q3 2024 after selling out during the quarter.
Lynx Investment Advisory sold 293 McDonald's shares in Q3 2024, an estimated $74.5K.
Lynx Investment Advisory first reported a position in McDonald's in Q2 2024 and held it in 1 quarter.
Lynx Investment Advisory's McDonald's position peaked at $74.5K in Q2 2024.
3,164 funds tracked by Wall St. Rank held McDonald's as of Q3 2024.

Based on Lynx Investment Advisory's 13F filing for Q3 2024, filed 4 Nov 2024.