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MFA Wealth Advisors’s McDonald's MCD Stock Holding History

MFA Wealth 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
Q4 		– Sell
-15
Closed -$4.57K – 255
2024
Q3 		$4.57K Hold
15
– – ﹤0.01% 394
2024
Q2 		$3.82K Buy
+15
New +$3.98K ﹤0.01% 409
2020
Q3 		– Sell
-15
Closed -$2.77K – 138
2020
Q2 		$2.77K Buy
+15
New +$2.75K ﹤0.01% 220

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

MFA Wealth Advisors's MCD Position: Q4 2024 in Review

MFA Wealth Advisors sold out of McDonald's (MCD) in Q4 2024, closing a stake of 15 shares — an estimated $4.57K sold.

MFA Wealth Advisors first reported a position in MCD in Q2 2020 and held it in 3 quarters. The position peaked at $4.57K in Q3 2024. 3,385 funds tracked by Wall St. Rank hold MCD as of Q4 2024.

  • MFA Wealth Advisors reported no remaining McDonald's position as of Q4 2024 after selling out during the quarter.
  • MFA Wealth Advisors sold 15 McDonald's shares in Q4 2024, an estimated $4.57K.
  • MFA Wealth Advisors first reported a position in McDonald's in Q2 2020 and held it in 3 quarters.
  • MFA Wealth Advisors's McDonald's position peaked at $4.57K in Q3 2024.
  • 3,385 funds tracked by Wall St. Rank held McDonald's as of Q4 2024.

Based on MFA Wealth Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.