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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
2020
Q1 		– Sell
-11,700
Closed -$41K – 2683
2019
Q4 		$41K Buy
+11,700
New +$2.32M ﹤0.01% 2776

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 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.