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Pacific Wealth Strategies Group’s McDonald's MCD Stock Holding History

Pacific Wealth Strategies 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
-686
Closed -$203K – 50
2023
Q4 		$203K Buy
+686
New +$187K 0.19% 44
2023
Q3 		– Sell
-686
Closed -$205K – 49
2023
Q2 		$205K Buy
+686
New +$199K 0.21% 47
2022
Q2 		– Sell
-5,960
Closed -$1.47M – 60
2022
Q1 		$1.47M Hold
5,960
– – 0.62% 38
2021
Q4 		$1.6M Buy
5,960
+105
+2% +$26.5K 0.56% 40
2021
Q3 		$1.41M Buy
5,855
+438
+8% +$105K 0.52% 42
2021
Q2 		$1.25M Buy
5,417
+56
+1% +$13K 0.48% 49
2021
Q1 		$1.2M Buy
5,361
+1,426
+36% +$305K 0.5% 51
2020
Q4 		$849K Buy
3,935
+49
+1% +$10.7K 0.37% 57
2020
Q3 		$853K Buy
3,886
+832
+27% +$171K 0.45% 50
2020
Q2 		$563K Hold
3,054
– – 0.31% 63
2020
Q1 		$505K Buy
3,054
+430
+16% +$84.7K 0.34% 64
2019
Q4 		$519K Buy
2,624
+178
+7% +$35.3K 0.29% 70
2019
Q3 		$525K Buy
2,446
+852
+53% +$183K 0.32% 70
2019
Q2 		$331K Buy
1,594
+175
+12% +$34.7K 0.21% 74
2019
Q1 		$269K Buy
1,419
+110
+8% +$20K 0.17% 78
2018
Q4 		$232K Buy
+1,309
New +$232K 0.17% 78

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Pacific Wealth Strategies Group's MCD Position: Q1 2024 in Review

Pacific Wealth Strategies Group sold out of McDonald's (MCD) in Q1 2024, closing a stake of 686 shares — an estimated $203K sold.

Pacific Wealth Strategies Group first reported a position in MCD in Q4 2018 and held it in 16 quarters. The position peaked at $1.6M in Q4 2021. 3,166 funds tracked by Wall St. Rank hold MCD as of Q1 2024.

  • Pacific Wealth Strategies Group reported no remaining McDonald's position as of Q1 2024 after selling out during the quarter.
  • Pacific Wealth Strategies Group sold 686 McDonald's shares in Q1 2024, an estimated $203K.
  • Pacific Wealth Strategies Group first reported a position in McDonald's in Q4 2018 and held it in 16 quarters.
  • Pacific Wealth Strategies Group's McDonald's position peaked at $1.6M in Q4 2021.
  • 3,166 funds tracked by Wall St. Rank held McDonald's as of Q1 2024.

Based on Pacific Wealth Strategies Group's 13F filing for Q1 2024, filed 2 May 2024.