Private Wealth Strategies’s McDonald's MCD Stock Holding History

Private Wealth Strategies’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	$995K	Buy	3,903 +9	+0.2%	+$2.39K	0.2%	28
2024 Q1	$1.1M	Buy	3,894 +3	+0.1%	+$872	0.24%	17
2023 Q4	$1.15M	Buy	3,891 +3	+0.1%	+$817	0.26%	21
2023 Q3	$1.02M	Hold	3,888	–	–	0.26%	20
2023 Q2	$1.16M	Buy	3,888 +3	+0.1%	+$872	0.28%	21
2023 Q1	$1.09M	Buy	3,885 +3	+0.1%	+$804	0.28%	23
2022 Q4	$1.02M	Buy	3,882 +2	+0.1%	+$528	0.27%	25
2022 Q3	$896K	Buy	3,880 +3	+0.1%	+$767	0.26%	25
2022 Q2	$957K	Buy	3,877 +2	+0.1%	+$493	0.27%	31
2022 Q1	$958K	Buy	3,875 +3	+0.1%	+$747	0.24%	31
2021 Q4	$1.04M	Buy	3,872 +2	+0.1%	+$505	0.24%	33
2021 Q3	$933K	Buy	3,870 +19	+0.5%	+$4.54K	0.23%	32
2021 Q2	$890K	Buy	3,851 +2	+0.1%	+$465	0.23%	34
2021 Q1	$863K	Buy	3,849 +3	+0.1%	+$642	0.24%	34
2020 Q4	$825K	Buy	3,846 +3	+0.1%	+$652	0.25%	35
2020 Q3	$843K	Buy	3,843 +2	+0.1%	+$411	0.3%	34
2020 Q2	$709K	Buy	3,841 +3	+0.1%	+$550	0.31%	30
2020 Q1	$634K	Buy	3,838 +4	+0.1%	+$788	0.32%	33
2019 Q4	$758K	Buy	+3,834	New	+$761K	0.3%	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

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

Private Wealth Strategies's MCD Position: Q2 2024 in Review

Private Wealth Strategies increased its McDonald's (MCD) stake by 0.23% in Q2 2024, buying an estimated $2.39K and bringing the position to 3,903 shares worth $995K. The position accounts for 0.2% of the portfolio, ranked #28.

Private Wealth Strategies first reported a position in MCD in Q4 2019 and has held it in 19 quarters since. The position peaked at $1.16M in Q2 2023. 3,078 funds tracked by Wall St. Rank hold MCD as of Q2 2024.

Private Wealth Strategies held 3,903 shares of McDonald's worth $995K as of Q2 2024.
Private Wealth Strategies bought 9 McDonald's shares in Q2 2024, an estimated $2.39K.
McDonald's made up 0.2% of Private Wealth Strategies's portfolio in Q2 2024, its #28 holding.
Private Wealth Strategies first reported a position in McDonald's in Q4 2019 and has held it in 19 quarters since.
Private Wealth Strategies's McDonald's position peaked at $1.16M in Q2 2023.
3,078 funds tracked by Wall St. Rank held McDonald's as of Q2 2024.

Based on Private Wealth Strategies's 13F filing for Q2 2024, filed 1 Aug 2024.