NPP
MCD icon

New Potomac Partners’s McDonald's MCD Stock Holding History

New Potomac Partners’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 		$82.8K Buy
+272
New +$75K 0.04% 107
2019
Q1 		– Sell
-325
Closed -$58K – 147
2018
Q4 		$58K Hold
325
– – 0.06% 97
2018
Q3 		$54K Hold
325
– – 0.05% 100
2018
Q2 		$51K Hold
325
– – 0.05% 101
2018
Q1 		$51K Sell
325
-750
-70% -$123K 0.05% 98
2017
Q4 		$185K Buy
+1,075
New +$181K 0.18% 64

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 $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

New Potomac Partners's MCD Position: Q3 2024 in Review

New Potomac Partners opened a new position in McDonald's (MCD) in Q3 2024: 272 shares worth $82.8K. The stake represents 0.04% of the portfolio and ranks #107 among its holdings. This is a return to the name: New Potomac Partners previously reported a position in MCD as recently as Q4 2018.

New Potomac Partners first reported a position in MCD in Q4 2017 and has held it in 6 quarters since. The position peaked at $185K in Q4 2017. 3,168 funds tracked by Wall St. Rank hold MCD as of Q3 2024.

  • New Potomac Partners held 272 shares of McDonald's worth $82.8K as of Q3 2024.
  • McDonald's was a new New Potomac Partners position in Q3 2024.
  • McDonald's made up 0.04% of New Potomac Partners's portfolio in Q3 2024, its #107 holding.
  • New Potomac Partners first reported a position in McDonald's in Q4 2017 and has held it in 6 quarters since.
  • New Potomac Partners's McDonald's position peaked at $185K in Q4 2017.
  • 3,168 funds tracked by Wall St. Rank held McDonald's as of Q3 2024.

Based on New Potomac Partners's 13F filing for Q3 2024, filed 8 Nov 2024.