Outlook Wealth Advisors’s McDonald's MCD Stock Holding History

Outlook Wealth 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	-724	Closed	-$204K	–	277
2024 Q1	$204K	Buy	724 +1	+0.1%	+$291	0.06%	252
2023 Q4	$214K	Buy	+723	New	+$197K	0.08%	224
2023 Q3	–	Sell	-721	Closed	-$215K	–	209
2023 Q2	$215K	Buy	+721	New	+$209K	0.08%	188
2022 Q2	–	Sell	-2,160	Closed	-$534K	–	199
2022 Q1	$534K	Buy	2,160 +25	+1%	+$6.23K	0.18%	130
2021 Q4	$572K	Buy	2,135 +45	+2%	+$11.4K	0.17%	129
2021 Q3	$504K	Buy	2,090 +38	+2%	+$9.07K	0.16%	145
2021 Q2	$474K	Buy	2,052 +137	+7%	+$31.9K	0.15%	153
2021 Q1	$429K	Buy	1,915 +195	+11%	+$41.7K	0.15%	153
2020 Q4	$369K	Sell	1,720 -118	-6%	-$25.7K	0.13%	147
2020 Q3	$404K	Buy	1,838 +81	+5%	+$16.6K	0.16%	126
2020 Q2	$324K	Buy	1,757 +74	+4%	+$13.6K	0.14%	139
2020 Q1	$278K	Buy	+1,683	New	+$332K	0.16%	130

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

Outlook Wealth Advisors's MCD Position: Q2 2024 in Review

Outlook Wealth Advisors sold out of McDonald's (MCD) in Q2 2024, closing a stake of 724 shares — an estimated $204K sold.

Outlook Wealth Advisors first reported a position in MCD in Q1 2020 and held it in 12 quarters. The position peaked at $572K in Q4 2021. 3,078 funds tracked by Wall St. Rank hold MCD as of Q2 2024.

Outlook Wealth Advisors reported no remaining McDonald's position as of Q2 2024 after selling out during the quarter.
Outlook Wealth Advisors sold 724 McDonald's shares in Q2 2024, an estimated $204K.
Outlook Wealth Advisors first reported a position in McDonald's in Q1 2020 and held it in 12 quarters.
Outlook Wealth Advisors's McDonald's position peaked at $572K in Q4 2021.
3,078 funds tracked by Wall St. Rank held McDonald's as of Q2 2024.

Based on Outlook Wealth Advisors's 13F filing for Q2 2024, filed 18 Jul 2024.