Old North State Wealth Management’s McDonald's MCD Stock Holding History

Old North State Wealth 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	-1,699	Closed	-$435K	–	112
2024 Q2	$435K	Buy	1,699 +414	+32%	+$110K	0.29%	56
2024 Q1	$364K	Buy	1,285 +276	+27%	+$80.3K	0.24%	60
2023 Q4	$300K	Buy	1,009 +174	+21%	+$47.4K	0.22%	65
2023 Q3	$221K	Buy	835 +5	+0.6%	+$1.43K	0.19%	66
2023 Q2	$249K	Sell	830 -27	-3%	-$7.84K	0.22%	64
2023 Q1	$240K	Buy	857 +5	+0.6%	+$1.34K	0.22%	61
2022 Q4	$225K	Buy	+852	New	+$225K	0.23%	60

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Old North State Wealth Management's MCD Position: Q3 2024 in Review

Old North State Wealth Management sold out of McDonald's (MCD) in Q3 2024, closing a stake of 1,699 shares — an estimated $435K sold.

Old North State Wealth Management first reported a position in MCD in Q4 2022 and held it in 7 quarters. The position peaked at $435K in Q2 2024. 3,163 funds tracked by Wall St. Rank hold MCD as of Q3 2024.

Old North State Wealth Management reported no remaining McDonald's position as of Q3 2024 after selling out during the quarter.
Old North State Wealth Management sold 1,699 McDonald's shares in Q3 2024, an estimated $435K.
Old North State Wealth Management first reported a position in McDonald's in Q4 2022 and held it in 7 quarters.
Old North State Wealth Management's McDonald's position peaked at $435K in Q2 2024.
3,163 funds tracked by Wall St. Rank held McDonald's as of Q3 2024.

Based on Old North State Wealth Management's 13F filing for Q3 2024, filed 29 Oct 2024.