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Naples Money Management’s McDonald's MCD Stock Holding History

Naples Money 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
Q3 		– Sell
-32
Closed -$8K – 421
2024
Q2 		$8K Hold
32
– – 0.01% 219
2024
Q1 		$9.02K Hold
32
– – 0.01% 209
2023
Q4 		$9.49K Buy
+32
New +$8.71K 0.01% 206

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Naples Money Management's MCD Position: Q3 2024 in Review

Naples Money Management sold out of McDonald's (MCD) in Q3 2024, closing a stake of 32 shares — an estimated $8K sold.

Naples Money Management first reported a position in MCD in Q4 2023 and held it in 3 quarters. The position peaked at $9.49K in Q4 2023. 3,165 funds tracked by Wall St. Rank hold MCD as of Q3 2024.

  • Naples Money Management reported no remaining McDonald's position as of Q3 2024 after selling out during the quarter.
  • Naples Money Management sold 32 McDonald's shares in Q3 2024, an estimated $8K.
  • Naples Money Management first reported a position in McDonald's in Q4 2023 and held it in 3 quarters.
  • Naples Money Management's McDonald's position peaked at $9.49K in Q4 2023.
  • 3,165 funds tracked by Wall St. Rank held McDonald's as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.