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Richmond Brothers’s McDonald's MCD Stock Holding History

Richmond Brothers’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
-689
Closed -$210K – 35
2024
Q3 		$210K Sell
689
-259
-27% -$71.4K 0.13% 31
2024
Q2 		$242K Hold
948
– – 0.48% 19
2024
Q1 		$267K Sell
948
-254
-21% -$73.9K 0.5% 20
2023
Q4 		$356K Sell
1,202
-85
-7% -$23.1K 0.62% 16
2023
Q3 		$339K Sell
1,287
-254
-16% -$72.4K 0.64% 14
2023
Q2 		$460K Sell
1,541
-88
-5% -$25.6K 0.75% 14
2023
Q1 		$455K Sell
1,629
-282
-15% -$75.6K 0.77% 13
2022
Q4 		$504K Sell
1,911
-39
-2% -$10.3K 0.71% 14
2022
Q3 		$450K Sell
1,950
-134
-6% -$34.3K 0.5% 18
2022
Q2 		$515K Sell
2,084
-60
-3% -$14.8K 0.53% 17
2022
Q1 		$531K Sell
2,144
-386
-15% -$96.2K 0.41% 17
2021
Q4 		$679K Buy
+2,530
New +$639K 0.49% 16

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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
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
Norges Bank Oslo, Norway $935B AUM

Richmond Brothers's MCD Position: Q4 2024 in Review

Richmond Brothers sold out of McDonald's (MCD) in Q4 2024, closing a stake of 689 shares — an estimated $210K sold.

Richmond Brothers first reported a position in MCD in Q4 2021 and held it in 12 quarters. The position peaked at $679K in Q4 2021. 3,385 funds tracked by Wall St. Rank hold MCD as of Q4 2024.

  • Richmond Brothers reported no remaining McDonald's position as of Q4 2024 after selling out during the quarter.
  • Richmond Brothers sold 689 McDonald's shares in Q4 2024, an estimated $210K.
  • Richmond Brothers first reported a position in McDonald's in Q4 2021 and held it in 12 quarters.
  • Richmond Brothers's McDonald's position peaked at $679K in Q4 2021.
  • 3,385 funds tracked by Wall St. Rank held McDonald's as of Q4 2024.

Based on Richmond Brothers's 13F filing for Q4 2024, filed 11 Feb 2025.