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	$33.1K	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	$39K	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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

RE Dickinson Investment Advisors's MCD Position: Q4 2024 in Review

RE Dickinson Investment Advisors increased its McDonald's (MCD) stake by 8.6% in Q4 2024, buying an estimated $2.68K and bringing the position to 114 shares worth $33.1K. The position accounts for 0.02% of the portfolio, ranked #110.

RE Dickinson Investment Advisors first reported a position in MCD in Q4 2021 and has held it in 13 quarters since. The position peaked at $41K in Q4 2022. 3,391 funds tracked by Wall St. Rank hold MCD as of Q4 2024.

RE Dickinson Investment Advisors held 114 shares of McDonald's worth $33.1K as of Q4 2024.
RE Dickinson Investment Advisors bought 9 McDonald's shares in Q4 2024, an estimated $2.68K.
McDonald's made up 0.02% of RE Dickinson Investment Advisors's portfolio in Q4 2024, its #110 holding.
RE Dickinson Investment Advisors first reported a position in McDonald's in Q4 2021 and has held it in 13 quarters since.
RE Dickinson Investment Advisors's McDonald's position peaked at $41K in Q4 2022.
3,391 funds tracked by Wall St. Rank held McDonald's as of Q4 2024.

Based on RE Dickinson Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.