Milestone Asset Management’s McDonald's MCD Stock Holding History

Milestone Asset Management’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	-856	Closed	-$241K	–	203
2024 Q1	$241K	Buy	+856	New	+$249K	0.07%	153

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

Milestone Asset Management's MCD Position: Q2 2024 in Review

Milestone Asset Management sold out of McDonald's (MCD) in Q2 2024, closing a stake of 856 shares — an estimated $241K sold.

Milestone Asset Management first reported a position in MCD in Q1 2024 and held it in 1 quarter. The position peaked at $241K in Q1 2024. 3,079 funds tracked by Wall St. Rank hold MCD as of Q2 2024.

Milestone Asset Management reported no remaining McDonald's position as of Q2 2024 after selling out during the quarter.
Milestone Asset Management sold 856 McDonald's shares in Q2 2024, an estimated $241K.
Milestone Asset Management first reported a position in McDonald's in Q1 2024 and held it in 1 quarter.
Milestone Asset Management's McDonald's position peaked at $241K in Q1 2024.
3,079 funds tracked by Wall St. Rank held McDonald's as of Q2 2024.

Based on Milestone Asset Management's 13F filing for Q2 2024, filed 19 Jul 2024.