ML&R Wealth Management’s McDonald's MCD Stock Holding History

ML&R 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	$413K	Hold	1,466	–	–	0.1%	47
2023 Q4	$435K	Sell	1,466 -69	-4%	-$18.8K	0.1%	49
2023 Q3	$404K	Buy	1,535 +241	+19%	+$68.7K	0.11%	42
2023 Q2	$386K	Sell	1,294 -75	-5%	-$21.8K	0.09%	71
2023 Q1	$383K	Buy	+1,369	New	+$367K	0.1%	45

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

ML&R Wealth Management's MCD Position: Q1 2024 in Review

ML&R Wealth Management held its McDonald's (MCD) position steady in Q1 2024 at 1,466 shares worth $413K. The position accounts for 0.1% of the portfolio, ranked #47.

ML&R Wealth Management first reported a position in MCD in Q1 2023 and has held it in 5 quarters since. The position peaked at $435K in Q4 2023. 3,165 funds tracked by Wall St. Rank hold MCD as of Q1 2024.

ML&R Wealth Management held 1,466 shares of McDonald's worth $413K as of Q1 2024.
ML&R Wealth Management left its McDonald's share count unchanged in Q1 2024.
McDonald's made up 0.1% of ML&R Wealth Management's portfolio in Q1 2024, its #47 holding.
ML&R Wealth Management first reported a position in McDonald's in Q1 2023 and has held it in 5 quarters since.
ML&R Wealth Management's McDonald's position peaked at $435K in Q4 2023.
3,165 funds tracked by Wall St. Rank held McDonald's as of Q1 2024.

Based on ML&R Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.