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Pursue Wealth Partners’s McDonald's MCD Stock Holding History

Pursue Wealth Partners’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
-1,744
Closed -$517K – 107
2023
Q4 		$517K Buy
+1,744
New +$475K 0.33% 54
2022
Q2 		– Sell
-1,201
Closed -$305K – 180
2022
Q1 		$305K Hold
1,201
– – 0.13% 108
2021
Q4 		$322K Buy
+1,201
New +$303K 0.12% 108

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

Pursue Wealth Partners's MCD Position: Q1 2024 in Review

Pursue Wealth Partners sold out of McDonald's (MCD) in Q1 2024, closing a stake of 1,744 shares — an estimated $517K sold.

Pursue Wealth Partners first reported a position in MCD in Q4 2021 and held it in 3 quarters. The position peaked at $517K in Q4 2023. 3,165 funds tracked by Wall St. Rank hold MCD as of Q1 2024.

  • Pursue Wealth Partners reported no remaining McDonald's position as of Q1 2024 after selling out during the quarter.
  • Pursue Wealth Partners sold 1,744 McDonald's shares in Q1 2024, an estimated $517K.
  • Pursue Wealth Partners first reported a position in McDonald's in Q4 2021 and held it in 3 quarters.
  • Pursue Wealth Partners's McDonald's position peaked at $517K in Q4 2023.
  • 3,165 funds tracked by Wall St. Rank held McDonald's as of Q1 2024.

Based on Pursue Wealth Partners's 13F filing for Q1 2024, filed 3 May 2024.