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Mirabella Financial Services’s McDonald's MCD Stock Holding History

Mirabella Financial Services’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
Q3 		– Sell
-964
Closed -$246K – 343
2024
Q2 		$246K Sell
964
-1,679
-64% -$445K 0.02% 357
2024
Q1 		$745K Buy
+2,643
New +$769K 0.05% 233
2023
Q4 		– Sell
-4,203
Closed -$1.11M – 527
2023
Q3 		$1.11M Buy
4,203
+607
+17% +$173K 0.15% 140
2023
Q2 		$1.07M Buy
+3,596
New +$1.04M 0.12% 195
2023
Q1 		– Sell
-2,090
Closed -$551K – 520
2022
Q4 		$551K Buy
2,090
+529
+34% +$140K 0.05% 193
2022
Q3 		$366K Buy
+1,561
New +$399K 0.04% 195
2021
Q4 		– Sell
-973
Closed -$235K – 531
2021
Q3 		$235K Buy
+973
New +$232K 0.03% 375
2020
Q3 		– Sell
-2,480
Closed -$457K – 405
2020
Q2 		$457K Buy
+2,480
New +$455K 0.11% 92

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

Mirabella Financial Services's MCD Position: Q3 2024 in Review

Mirabella Financial Services sold out of McDonald's (MCD) in Q3 2024, closing a stake of 964 shares — an estimated $246K sold.

Mirabella Financial Services first reported a position in MCD in Q2 2020 and held it in 8 quarters. The position peaked at $1.11M in Q3 2023. 3,163 funds tracked by Wall St. Rank hold MCD as of Q3 2024.

  • Mirabella Financial Services reported no remaining McDonald's position as of Q3 2024 after selling out during the quarter.
  • Mirabella Financial Services sold 964 McDonald's shares in Q3 2024, an estimated $246K.
  • Mirabella Financial Services first reported a position in McDonald's in Q2 2020 and held it in 8 quarters.
  • Mirabella Financial Services's McDonald's position peaked at $1.11M in Q3 2023.
  • 3,163 funds tracked by Wall St. Rank held McDonald's as of Q3 2024.

Based on Mirabella Financial Services's 13F filing for Q3 2024, filed 13 Nov 2024.