One Plus One Wealth Management’s McDonald's MCD Stock Holding History

One Plus One 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	-868	Closed	-$221K	–	95
2024 Q2	$221K	Sell	868 -1,917	-69%	-$509K	0.13%	85
2024 Q1	$785K	Sell	2,785 -20	-0.7%	-$5.82K	0.45%	48
2023 Q4	$832K	Hold	2,805	–	–	0.51%	44
2023 Q3	$739K	Hold	2,805	–	–	0.48%	43
2023 Q2	$837K	Hold	2,805	–	–	0.53%	41
2023 Q1	$784K	Sell	2,805 -15	-0.5%	-$4.02K	0.56%	39
2022 Q4	$743K	Sell	2,820 -66	-2%	-$17.4K	0.52%	45
2022 Q3	$666K	Sell	2,886 -73	-2%	-$18.7K	0.54%	42
2022 Q2	$731K	Buy	2,959 +66	+2%	+$16.3K	0.55%	43
2022 Q1	$715K	Hold	2,893	–	–	0.47%	41
2021 Q4	$776K	Buy	2,893 +20	+0.7%	+$5.05K	0.54%	37
2021 Q3	$693K	Hold	2,873	–	–	0.5%	34
2021 Q2	$664K	Sell	2,873 -20	-0.7%	-$4.65K	0.46%	33
2021 Q1	$648K	Buy	+2,893	New	+$619K	0.51%	32

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

One Plus One Wealth Management's MCD Position: Q3 2024 in Review

One Plus One Wealth Management sold out of McDonald's (MCD) in Q3 2024, closing a stake of 868 shares — an estimated $221K sold.

One Plus One Wealth Management first reported a position in MCD in Q1 2021 and held it in 14 quarters. The position peaked at $837K in Q2 2023. 3,163 funds tracked by Wall St. Rank hold MCD as of Q3 2024.

One Plus One Wealth Management reported no remaining McDonald's position as of Q3 2024 after selling out during the quarter.
One Plus One Wealth Management sold 868 McDonald's shares in Q3 2024, an estimated $221K.
One Plus One Wealth Management first reported a position in McDonald's in Q1 2021 and held it in 14 quarters.
One Plus One Wealth Management's McDonald's position peaked at $837K in Q2 2023.
3,163 funds tracked by Wall St. Rank held McDonald's as of Q3 2024.

Based on One Plus One Wealth Management's 13F filing for Q3 2024, filed 30 Oct 2024.