MinichMacGregor Wealth Management’s McDonald's MCD Stock Holding History

MinichMacGregor Wealth 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 Q1	–	Sell	-2,189	Closed	-$649K	–	111
2023 Q4	$649K	Buy	+2,189	New	+$596K	0.19%	51
2023 Q1	–	Sell	-657	Closed	-$173K	–	403
2022 Q4	$173K	Buy	+657	New	+$173K	0.06%	88
2019 Q1	–	Sell	-15,019	Closed	-$2.35M	–	91
2018 Q4	$2.35M	Buy	15,019 +14,570	+3,245%	+$2.58M	1.61%	19
2018 Q3	$74K	Buy	449 +74	+20%	+$11.9K	0.05%	100
2018 Q2	$58K	Hold	375	–	–	0.04%	106
2018 Q1	$58K	Hold	375	–	–	0.05%	103
2017 Q4	$64K	Hold	375	–	–	0.05%	93
2017 Q3	$58K	Sell	375 -27	-7%	-$4.23K	0.05%	94
2017 Q2	$61K	Sell	402 -52	-11%	-$7.51K	0.05%	91
2017 Q1	$58K	Hold	454	–	–	0.05%	97
2016 Q4	$55K	Sell	454 -5	-1%	-$586	0.05%	99
2016 Q3	$52K	Buy	459 +1	+0.2%	+$118	0.05%	114
2016 Q2	$55K	Sell	458 -12	-3%	-$1.5K	0.05%	103
2016 Q1	$59K	Sell	470 -115	-20%	-$13.7K	0.06%	93
2015 Q4	$56K	Buy	+585	New	+$65.4K	0.05%	98

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MinichMacGregor Wealth Management's MCD Position: Q1 2024 in Review

MinichMacGregor Wealth Management sold out of McDonald's (MCD) in Q1 2024, closing a stake of 2,189 shares — an estimated $649K sold.

MinichMacGregor Wealth Management first reported a position in MCD in Q4 2015 and held it in 15 quarters. The position peaked at $2.35M in Q4 2018. 3,165 funds tracked by Wall St. Rank hold MCD as of Q1 2024.

MinichMacGregor Wealth Management reported no remaining McDonald's position as of Q1 2024 after selling out during the quarter.
MinichMacGregor Wealth Management sold 2,189 McDonald's shares in Q1 2024, an estimated $649K.
MinichMacGregor Wealth Management first reported a position in McDonald's in Q4 2015 and held it in 15 quarters.
MinichMacGregor Wealth Management's McDonald's position peaked at $2.35M in Q4 2018.
3,165 funds tracked by Wall St. Rank held McDonald's as of Q1 2024.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2024, filed 16 Apr 2024.