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Peterson Financial Group’s McDonald's MCD Stock Holding History

Peterson Financial 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
Q3 		$58.4K Buy
+192
New +$52.9K 0.22% 80
2022
Q3 		– Sell
-7,922
Closed -$1.96M – 78
2022
Q2 		$1.96M Buy
7,922
+356
+5% +$87.7K 1.84% 12
2022
Q1 		$1.87M Buy
7,566
+404
+6% +$101K 1.55% 21
2021
Q4 		$1.92M Buy
+7,162
New +$1.81M 1.57% 22

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Peterson Financial Group's MCD Position: Q3 2024 in Review

Peterson Financial Group opened a new position in McDonald's (MCD) in Q3 2024: 192 shares worth $58.4K. The stake represents 0.22% of the portfolio and ranks #80 among its holdings. This is a return to the name: Peterson Financial Group previously reported a position in MCD as recently as Q2 2022.

Peterson Financial Group first reported a position in MCD in Q4 2021 and has held it in 4 quarters since. The position peaked at $1.96M in Q2 2022. 3,164 funds tracked by Wall St. Rank hold MCD as of Q3 2024.

  • Peterson Financial Group held 192 shares of McDonald's worth $58.4K as of Q3 2024.
  • McDonald's was a new Peterson Financial Group position in Q3 2024.
  • McDonald's made up 0.22% of Peterson Financial Group's portfolio in Q3 2024, its #80 holding.
  • Peterson Financial Group first reported a position in McDonald's in Q4 2021 and has held it in 4 quarters since.
  • Peterson Financial Group's McDonald's position peaked at $1.96M in Q2 2022.
  • 3,164 funds tracked by Wall St. Rank held McDonald's as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.