Raymond James Financial Services Advisors’s McDonald's MCD Stock Holding History

Raymond James Financial Services Advisors’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	$145M	Buy	477,346 +463	+0.1%	+$128K	0.19%	111
2024 Q2	$122M	Sell	476,883 -6,961	-1%	-$1.85M	0.17%	114
2024 Q1	$136M	Sell	483,844 -2,411	-0.5%	-$701K	0.2%	97
2023 Q4	$144M	Buy	486,255 +9,751	+2%	+$2.65M	0.23%	85
2023 Q3	$126M	Buy	476,504 +22,099	+5%	+$6.3M	0.23%	90
2023 Q2	$136M	Buy	454,405 +2,254	+0.5%	+$655K	0.24%	84
2023 Q1	$126M	Sell	452,151 -11,689	-3%	-$3.13M	0.24%	83
2022 Q4	$122M	Sell	463,840 -34,094	-7%	-$8.99M	0.25%	85
2022 Q3	$115M	Buy	497,934 +44,573	+10%	+$11.4M	0.26%	82
2022 Q2	$112M	Buy	453,361 +4,590	+1%	+$1.13M	0.24%	88
2022 Q1	$111M	Buy	448,771 +409	+0.1%	+$102K	0.21%	103
2021 Q4	$120M	Buy	448,362 +2,673	+0.6%	+$675K	0.22%	90
2021 Q3	$107M	Sell	445,689 -2,613	-0.6%	-$624K	0.22%	94
2021 Q2	$104M	Buy	448,302 +24,020	+6%	+$5.59M	0.21%	97
2021 Q1	$95.1M	Buy	424,282 +38,097	+10%	+$8.15M	0.21%	102
2020 Q4	$82.9M	Sell	386,185 -22,860	-6%	-$4.97M	0.21%	105
2020 Q3	$89.8M	Buy	409,045 +40,724	+11%	+$8.36M	0.26%	87
2020 Q2	$68M	Buy	368,321 +14,683	+4%	+$2.69M	0.22%	101
2020 Q1	$58.5M	Sell	353,638 -15,259	-4%	-$3.01M	0.26%	85
2019 Q4	$72.9M	Buy	368,897 +14,050	+4%	+$2.79M	0.23%	90
2019 Q3	$76.2M	Buy	354,847 +17,900	+5%	+$3.84M	0.28%	73
2019 Q2	$70M	Buy	336,947 +13,939	+4%	+$2.76M	0.27%	73
2019 Q1	$61.3M	Buy	+323,008	New	+$58.6M	0.25%	84
2018 Q4	–	Sell	-278,717	Closed	-$46.6M	–	2714
2018 Q3	$46.6M	Buy	278,717 +25,584	+10%	+$4.1M	0.21%	101
2018 Q2	$39.7M	Buy	253,133 +1,988	+0.8%	+$322K	0.2%	107
2018 Q1	$39.3M	Buy	251,145 +22,179	+10%	+$3.65M	0.23%	93
2017 Q4	$39.4M	Buy	228,966 +519	+0.2%	+$87.2K	0.25%	88
2017 Q3	$35.8M	Sell	228,447 -17,797	-7%	-$2.79M	0.23%	99
2017 Q2	$37.7M	Buy	246,244 +17,847	+8%	+$2.58M	0.26%	79
2017 Q1	$29.6M	Buy	228,397 +9,887	+5%	+$1.24M	0.23%	98
2016 Q4	$26.6M	Sell	218,510 -5,178	-2%	-$607K	0.22%	105
2016 Q3	$25.8M	Buy	223,688 +6,143	+3%	+$728K	0.23%	100
2016 Q2	$26.2M	Sell	217,545 -954	-0.4%	-$119K	0.25%	89
2016 Q1	$27.5M	Buy	218,499 +3,488	+2%	+$417K	0.32%	68
2015 Q4	$25.4M	Buy	215,011 +34,170	+19%	+$3.82M	0.3%	75
2015 Q3	$17.8M	Buy	180,841 +138,608	+328%	+$13.5M	0.3%	76
2015 Q2	$4.01M	Buy	42,233 +10,098	+31%	+$977K	0.29%	86
2015 Q1	$3.13M	Sell	32,135 -2,600	-7%	-$247K	0.15%	167
2014 Q4	$3.25M	Sell	34,735 -497	-1%	-$46.5K	0.17%	155
2014 Q3	$3.34M	Sell	35,232 -1,372	-4%	-$131K	0.18%	137
2014 Q2	$3.69M	Buy	36,604 +1,036	+3%	+$105K	0.22%	120
2014 Q1	$3.49M	Sell	35,568 -9,028	-20%	-$863K	0.21%	128
2013 Q4	$4.33M	Sell	44,596 -21,484	-33%	-$2.06M	0.27%	95
2013 Q3	$6.36M	Sell	66,080 -124,969	-65%	-$12.2M	0.42%	63
2013 Q2	$18.9M	Buy	+191,049	New	+$19.1M	0.55%	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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Raymond James Financial Services Advisors's MCD Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its McDonald's (MCD) stake by 0.1% in Q3 2024, buying an estimated $128K and bringing the position to 477,346 shares worth $145M. The position accounts for 0.19% of the portfolio, ranked #111.

Raymond James Financial Services Advisors first reported a position in MCD in Q2 2013 and has held it in 45 quarters since. 3,164 funds tracked by Wall St. Rank hold MCD as of Q3 2024.

Raymond James Financial Services Advisors held 477,346 shares of McDonald's worth $145M as of Q3 2024.
Raymond James Financial Services Advisors bought 463 McDonald's shares in Q3 2024, an estimated $128K.
McDonald's made up 0.19% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #111 holding.
Raymond James Financial Services Advisors first reported a position in McDonald's in Q2 2013 and has held it in 45 quarters since.
3,164 funds tracked by Wall St. Rank held McDonald's as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.