Oak Family Advisors’s McDonald's MCD Stock Holding History

Oak Family Advisors’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 Q2	–	Sell	-751	Closed	-$212K	–	131
2024 Q1	$212K	Sell	751 -120	-14%	-$34.9K	0.08%	110
2023 Q4	$258K	Hold	871	–	–	0.11%	101
2023 Q3	$229K	Sell	871 -200	-19%	-$57K	0.11%	97
2023 Q2	$320K	Hold	1,071	–	–	0.15%	89
2023 Q1	$299K	Sell	1,071 -60	-5%	-$16.1K	0.15%	91
2022 Q4	$298K	Hold	1,131	–	–	0.16%	92
2022 Q3	$261K	Buy	+1,131	New	+$289K	0.14%	96

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Oak Family Advisors's MCD Position: Q2 2024 in Review

Oak Family Advisors sold out of McDonald's (MCD) in Q2 2024, closing a stake of 751 shares — an estimated $212K sold.

Oak Family Advisors first reported a position in MCD in Q3 2022 and held it in 7 quarters. The position peaked at $320K in Q2 2023. 3,078 funds tracked by Wall St. Rank hold MCD as of Q2 2024.

Oak Family Advisors reported no remaining McDonald's position as of Q2 2024 after selling out during the quarter.
Oak Family Advisors sold 751 McDonald's shares in Q2 2024, an estimated $212K.
Oak Family Advisors first reported a position in McDonald's in Q3 2022 and held it in 7 quarters.
Oak Family Advisors's McDonald's position peaked at $320K in Q2 2023.
3,078 funds tracked by Wall St. Rank held McDonald's as of Q2 2024.

Based on Oak Family Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.