RE Dickinson Investment Advisors’s McDonald's MCD Stock Holding History

RE Dickinson Investment 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 Q4	$331K	Buy	114 +9	+9%	+$2.68K	0.02%	110
2024 Q3	$32K	Hold	105	–	–	0.02%	106
2024 Q2	$26.8K	Hold	105	–	–	0.02%	111
2024 Q1	$30K	Hold	105	–	–	0.02%	102
2023 Q4	$31K	Hold	105	–	–	0.02%	105
2023 Q3	$28K	Hold	105	–	–	0.02%	108
2023 Q2	$31K	Sell	105 -31	-23%	-$9.01K	0.01%	182
2023 Q1	$38K	Sell	136 -21	-13%	-$5.63K	0.01%	176
2022 Q4	$41K	Hold	157	–	–	0.02%	158
2022 Q3	$36K	Hold	157	–	–	0.03%	85
2022 Q2	$39	Hold	157	–	–	0.01%	88
2022 Q1	$39K	Buy	157 +5	+3%	+$1.25K	0.03%	102
2021 Q4	$41K	Buy	+152	New	+$38.4K	0.03%	97

Other funds holding MCD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T 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 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 Oslo, Norway $935B AUM