Norwood Financial’s McDonald's MCD Stock Holding History

Norwood Financial’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	$28.2K	Hold	100	–	–	0.04%	189
2023 Q4	$29.7K	Hold	100	–	–	0.04%	176
2023 Q3	$26.3K	Hold	100	–	–	0.04%	178
2023 Q2	$29.8K	Hold	100	–	–	0.04%	174
2023 Q1	$28K	Hold	100	–	–	0.04%	171
2022 Q4	$26.4K	Hold	100	–	–	0.04%	169
2022 Q3	$23K	Hold	100	–	–	0.04%	173
2022 Q2	$25K	Hold	100	–	–	0.04%	168
2022 Q1	$25K	Hold	100	–	–	0.04%	174
2021 Q4	$27K	Buy	+100	New	+$25.2K	0.04%	173

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

Norwood Financial's MCD Position: Q1 2024 in Review

Norwood Financial held its McDonald's (MCD) position steady in Q1 2024 at 100 shares worth $28.2K. The position accounts for 0.04% of the portfolio, ranked #189.

Norwood Financial first reported a position in MCD in Q4 2021 and has held it in 10 quarters since. The position peaked at $29.8K in Q2 2023. 3,166 funds tracked by Wall St. Rank hold MCD as of Q1 2024.

Norwood Financial held 100 shares of McDonald's worth $28.2K as of Q1 2024.
Norwood Financial left its McDonald's share count unchanged in Q1 2024.
McDonald's made up 0.04% of Norwood Financial's portfolio in Q1 2024, its #189 holding.
Norwood Financial first reported a position in McDonald's in Q4 2021 and has held it in 10 quarters since.
Norwood Financial's McDonald's position peaked at $29.8K in Q2 2023.
3,166 funds tracked by Wall St. Rank held McDonald's as of Q1 2024.

Based on Norwood Financial's 13F filing for Q1 2024, filed 16 Apr 2024.