O'Dell Group’s McDonald's MCD Stock Holding History

O'Dell Group’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	–	Sell	-349	Closed	-$103K	–	318
2023 Q4	$103K	Buy	+349	New	+$95K	0.03%	141
2023 Q3	–	Sell	-379	Closed	-$113K	–	305
2023 Q2	$113K	Buy	+379	New	+$110K	0.03%	120
2022 Q4	–	Sell	-321	Closed	-$74K	–	268
2022 Q3	$74K	Sell	321 -149	-32%	-$38.1K	0.03%	122
2022 Q2	$116K	Buy	470 +133	+39%	+$32.8K	0.04%	87
2022 Q1	$83K	Buy	337 +2	+0.6%	+$498	0.02%	130
2021 Q4	$90K	Buy	335 +85	+34%	+$21.5K	0.03%	119
2021 Q3	$60K	Buy	+250	New	+$59.7K	0.02%	147

Other funds holding MCD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

O'Dell Group's MCD Position: Q1 2024 in Review

O'Dell Group sold out of McDonald's (MCD) in Q1 2024, closing a stake of 349 shares — an estimated $103K sold.

O'Dell Group first reported a position in MCD in Q3 2021 and held it in 7 quarters. The position peaked at $116K in Q2 2022. 3,171 funds tracked by Wall St. Rank hold MCD as of Q1 2024.

O'Dell Group reported no remaining McDonald's position as of Q1 2024 after selling out during the quarter.
O'Dell Group sold 349 McDonald's shares in Q1 2024, an estimated $103K.
O'Dell Group first reported a position in McDonald's in Q3 2021 and held it in 7 quarters.
O'Dell Group's McDonald's position peaked at $116K in Q2 2022.
3,171 funds tracked by Wall St. Rank held McDonald's as of Q1 2024.

Based on O'Dell Group's 13F filing for Q1 2024, filed 7 May 2024.