M3 Advisory Group’s McDonald's MCD Stock Holding History

M3 Advisory Group’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 Q2	–	Sell	-845	Closed	-$238K	–	140
2024 Q1	$238K	Sell	845 -109	-11%	-$31.7K	0.22%	108
2023 Q4	$283K	Buy	+954	New	+$260K	0.33%	71

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

M3 Advisory Group's MCD Position: Q2 2024 in Review

M3 Advisory Group sold out of McDonald's (MCD) in Q2 2024, closing a stake of 845 shares — an estimated $238K sold.

M3 Advisory Group first reported a position in MCD in Q4 2023 and held it in 2 quarters. The position peaked at $283K in Q4 2023. 3,078 funds tracked by Wall St. Rank hold MCD as of Q2 2024.

M3 Advisory Group reported no remaining McDonald's position as of Q2 2024 after selling out during the quarter.
M3 Advisory Group sold 845 McDonald's shares in Q2 2024, an estimated $238K.
M3 Advisory Group first reported a position in McDonald's in Q4 2023 and held it in 2 quarters.
M3 Advisory Group's McDonald's position peaked at $283K in Q4 2023.
3,078 funds tracked by Wall St. Rank held McDonald's as of Q2 2024.

Based on M3 Advisory Group's 13F filing for Q2 2024, filed 22 Jul 2024.