REDW Wealth’s McDonald's MCD Stock Holding History

REDW Wealth’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	–	Sell	-1,388	Closed	-$423K	–	146
2024 Q3	$423K	Hold	1,388	–	–	0.11%	103
2024 Q2	$354K	Hold	1,388	–	–	0.09%	113
2024 Q1	$391K	Hold	1,388	–	–	0.11%	100
2023 Q4	$412K	Hold	1,388	–	–	0.12%	92
2023 Q3	$366K	Buy	1,388 +9	+0.7%	+$2.57K	0.11%	93
2023 Q2	$412K	Hold	1,379	–	–	0.12%	95
2023 Q1	$386K	Buy	1,379 +248	+22%	+$66.4K	0.12%	94
2022 Q4	$298K	Hold	1,131	–	–	0.1%	104
2022 Q3	$261K	Buy	1,131 +32	+3%	+$8.18K	0.1%	96
2022 Q2	$271K	Hold	1,099	–	–	0.1%	97
2022 Q1	$272K	Sell	1,099 -27	-2%	-$6.73K	0.08%	101
2021 Q4	$302K	Buy	1,126 +95	+9%	+$24K	0.09%	88
2021 Q3	$249K	Hold	1,031	–	–	0.08%	96
2021 Q2	$238K	Hold	1,031	–	–	0.08%	102
2021 Q1	$231K	Hold	1,031	–	–	0.08%	101
2020 Q4	$221K	Hold	1,031	–	–	0.08%	87
2020 Q3	$226K	Buy	+1,031	New	+$212K	0.1%	81
2019 Q4	–	Sell	-930	Closed	-$200K	–	86
2019 Q3	$200K	Buy	+930	New	+$199K	0.12%	78

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

REDW Wealth's MCD Position: Q4 2024 in Review

REDW Wealth sold out of McDonald's (MCD) in Q4 2024, closing a stake of 1,388 shares — an estimated $423K sold.

REDW Wealth first reported a position in MCD in Q3 2019 and held it in 18 quarters. The position peaked at $423K in Q3 2024. 3,385 funds tracked by Wall St. Rank hold MCD as of Q4 2024.

REDW Wealth reported no remaining McDonald's position as of Q4 2024 after selling out during the quarter.
REDW Wealth sold 1,388 McDonald's shares in Q4 2024, an estimated $423K.
REDW Wealth first reported a position in McDonald's in Q3 2019 and held it in 18 quarters.
REDW Wealth's McDonald's position peaked at $423K in Q3 2024.
3,385 funds tracked by Wall St. Rank held McDonald's as of Q4 2024.

Based on REDW Wealth's 13F filing for Q4 2024, filed 7 Feb 2025.