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Raymond James & Associates’s McDonald's MCD Stock Holding History

Raymond James & Associates’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
2017
Q4 		– Sell
-11,500
Closed -$15K – 3489
2017
Q3 		$15K Hold
11,500
– – ﹤0.01% 3334
2017
Q2 		$21K Buy
+11,500
New +$1.66M ﹤0.01% 3259
2017
Q1 		– Sell
-10,500
Closed -$24K – 3351
2016
Q4 		$24K Sell
10,500
-600
-5% -$70.4K ﹤0.01% 3137
2016
Q3 		$13K Sell
11,100
-900
-8% -$107K ﹤0.01% 3158
2016
Q2 		$5K Buy
12,000
+700
+6% +$87.7K ﹤0.01% 2992
2016
Q1 		$42K Buy
+11,300
New +$1.35M ﹤0.01% 2803

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

Raymond James & Associates's MCD Position: Q3 2024 in Review

Raymond James & Associates increased its McDonald's (MCD) stake by 1.4% in Q3 2024, buying an estimated $4.7M and bringing the position to 1,273,002 shares worth $388M. The position accounts for 0.24% of the portfolio, ranked #72.

Raymond James & Associates first reported a position in MCD in Q2 2013 and has held it in 46 quarters since. 3,163 funds tracked by Wall St. Rank hold MCD as of Q3 2024.

  • Raymond James & Associates held 1,273,002 shares of McDonald's worth $388M as of Q3 2024.
  • Raymond James & Associates bought 17,059 McDonald's shares in Q3 2024, an estimated $4.7M.
  • McDonald's made up 0.24% of Raymond James & Associates's portfolio in Q3 2024, its #72 holding.
  • Raymond James & Associates first reported a position in McDonald's in Q2 2013 and has held it in 46 quarters since.
  • 3,163 funds tracked by Wall St. Rank held McDonald's as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.