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Planning Capital Management Corporation’s McDonald's MCD Stock Holding History

Planning Capital Management Corporation’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 		$4.79M Buy
15,714
+767
+5% +$211K 3.17% 6
2024
Q2 		$3.81M Buy
14,947
+855
+6% +$227K 2.69% 12
2024
Q1 		$3.97M Buy
14,092
+65
+0.5% +$18.9K 2.9% 9
2023
Q4 		$4.16M Buy
+14,027
New +$3.82M 3.25% 6

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

Planning Capital Management Corporation's MCD Position: Q3 2024 in Review

Planning Capital Management Corporation increased its McDonald's (MCD) stake by 5.1% in Q3 2024, buying an estimated $211K and bringing the position to 15,714 shares worth $4.79M. The position accounts for 3.17% of the portfolio, ranked #6.

Planning Capital Management Corporation first reported a position in MCD in Q4 2023 and has held it in 4 quarters since. 3,164 funds tracked by Wall St. Rank hold MCD as of Q3 2024.

  • Planning Capital Management Corporation held 15,714 shares of McDonald's worth $4.79M as of Q3 2024.
  • Planning Capital Management Corporation bought 767 McDonald's shares in Q3 2024, an estimated $211K.
  • McDonald's made up 3.17% of Planning Capital Management Corporation's portfolio in Q3 2024, its #6 holding.
  • Planning Capital Management Corporation first reported a position in McDonald's in Q4 2023 and has held it in 4 quarters since.
  • 3,164 funds tracked by Wall St. Rank held McDonald's as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.