Register Financial Advisors’s McDonald's MCD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-410	Closed	-$104K	–	532
2024 Q2	$104K	Sell	410 -557	-58%	-$148K	0.05%	260
2024 Q1	$273K	Buy	967 +5	+0.5%	+$1.45K	0.14%	139
2023 Q4	$285K	Hold	962	–	–	0.19%	124
2023 Q3	$253K	Buy	962 +15	+2%	+$4.28K	0.19%	115
2023 Q2	$282K	Buy	947 +300	+46%	+$87.2K	0.2%	113
2023 Q1	$181K	Buy	647 +52	+9%	+$13.9K	0.14%	135
2022 Q4	$157K	Buy	+595	New	+$157K	0.1%	180

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

Register Financial Advisors's MCD Position: Q3 2024 in Review

Register Financial Advisors sold out of McDonald's (MCD) in Q3 2024, closing a stake of 410 shares — an estimated $104K sold.

Register Financial Advisors first reported a position in MCD in Q4 2022 and held it in 7 quarters. The position peaked at $285K in Q4 2023. 3,163 funds tracked by Wall St. Rank hold MCD as of Q3 2024.

Register Financial Advisors reported no remaining McDonald's position as of Q3 2024 after selling out during the quarter.
Register Financial Advisors sold 410 McDonald's shares in Q3 2024, an estimated $104K.
Register Financial Advisors first reported a position in McDonald's in Q4 2022 and held it in 7 quarters.
Register Financial Advisors's McDonald's position peaked at $285K in Q4 2023.
3,163 funds tracked by Wall St. Rank held McDonald's as of Q3 2024.

Based on Register Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.