Reston Wealth Management’s McDonald's MCD Stock Holding History

Reston Wealth Management’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	-636	Closed	-$194K	–	270
2024 Q3	$194K	Buy	+636	New	+$175K	0.07%	52
2024 Q1	–	Sell	-715	Closed	-$212K	–	55
2023 Q4	$212K	Buy	+715	New	+$195K	0.1%	49
2023 Q3	–	Sell	-683	Closed	-$204K	–	53
2023 Q2	$204K	Buy	+683	New	+$198K	0.1%	47
2022 Q1	–	Sell	-760	Closed	-$204K	–	65
2021 Q4	$204K	Buy	+760	New	+$192K	0.1%	61
2019 Q4	–	Sell	-951	Closed	-$204K	–	46
2019 Q3	$204K	Buy	+951	New	+$204K	0.18%	45

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

Reston Wealth Management's MCD Position: Q4 2024 in Review

Reston Wealth Management sold out of McDonald's (MCD) in Q4 2024, closing a stake of 636 shares — an estimated $194K sold.

Reston Wealth Management first reported a position in MCD in Q3 2019 and held it in 5 quarters. The position peaked at $212K in Q4 2023. 3,385 funds tracked by Wall St. Rank hold MCD as of Q4 2024.

Reston Wealth Management reported no remaining McDonald's position as of Q4 2024 after selling out during the quarter.
Reston Wealth Management sold 636 McDonald's shares in Q4 2024, an estimated $194K.
Reston Wealth Management first reported a position in McDonald's in Q3 2019 and held it in 5 quarters.
Reston Wealth Management's McDonald's position peaked at $212K in Q4 2023.
3,385 funds tracked by Wall St. Rank held McDonald's as of Q4 2024.

Based on Reston Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.