Mine & Arao Wealth Creation & Management’s McDonald's MCD Stock Holding History

Mine & Arao Wealth Creation & 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	-122	Closed	-$34.4K	–	245
2024 Q1	$34.4K	Hold	122	–	–	0.02%	162
2023 Q4	$36.2K	Hold	122	–	–	0.02%	154
2023 Q3	$32.1K	Hold	122	–	–	0.02%	155
2023 Q2	$36.4K	Sell	122 -1	-0.8%	-$291	0.02%	155
2023 Q1	$34.4K	Hold	123	–	–	0.02%	158
2022 Q4	$32.4K	Hold	123	–	–	0.02%	156
2022 Q3	$28K	Buy	123 +22	+22%	+$5.62K	0.02%	158
2022 Q2	$25K	Buy	101 +1	+1%	+$246	0.02%	179
2022 Q1	$25K	Hold	100	–	–	0.01%	187
2021 Q4	$27K	Hold	100	–	–	0.01%	191
2021 Q3	$24K	Hold	100	–	–	0.01%	197
2021 Q2	$23K	Hold	100	–	–	0.01%	190
2021 Q1	$22K	Hold	100	–	–	0.01%	181
2020 Q4	$21K	Hold	100	–	–	0.02%	174
2020 Q3	$22K	Hold	100	–	–	0.02%	159
2020 Q2	$18K	Hold	100	–	–	0.02%	158
2020 Q1	$17K	Hold	100	–	–	0.02%	154
2019 Q4	$20K	Buy	+100	New	+$19.8K	0.02%	168

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

Mine & Arao Wealth Creation & Management's MCD Position: Q2 2024 in Review

Mine & Arao Wealth Creation & Management sold out of McDonald's (MCD) in Q2 2024, closing a stake of 122 shares — an estimated $34.4K sold.

Mine & Arao Wealth Creation & Management first reported a position in MCD in Q4 2019 and held it in 18 quarters. The position peaked at $36.4K in Q2 2023. 3,078 funds tracked by Wall St. Rank hold MCD as of Q2 2024.

Mine & Arao Wealth Creation & Management reported no remaining McDonald's position as of Q2 2024 after selling out during the quarter.
Mine & Arao Wealth Creation & Management sold 122 McDonald's shares in Q2 2024, an estimated $34.4K.
Mine & Arao Wealth Creation & Management first reported a position in McDonald's in Q4 2019 and held it in 18 quarters.
Mine & Arao Wealth Creation & Management's McDonald's position peaked at $36.4K in Q2 2023.
3,078 funds tracked by Wall St. Rank held McDonald's as of Q2 2024.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q2 2024, filed 6 Aug 2024.