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Sageworth Trust’s McDonald's MCD Stock Holding History

Sageworth Trust’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
Q3 		– Sell
-2,320
Closed -$591K – 120
2024
Q2 		$591K Buy
+2,320
New +$615K 0.04% 65
2023
Q2 		– Sell
-23
Closed -$6.43K – 279
2023
Q1 		$6.43K Buy
23
+15
+188% +$4.02K ﹤0.01% 345
2022
Q4 		$2K Buy
+8
New +$2.11K ﹤0.01% 358
2022
Q3 		– Sell
-679
Closed -$168K – 387
2022
Q2 		$168K Buy
+679
New +$167K 0.01% 100
2021
Q3 		– Sell
-100
Closed -$23K – 872
2021
Q2 		$23K Sell
100
-260
-72% -$60.5K ﹤0.01% 363
2021
Q1 		$81K Sell
360
-135
-27% -$28.9K 0.01% 137
2020
Q4 		$106K Buy
495
+340
+219% +$73.9K 0.01% 81
2020
Q3 		$34K Sell
155
-12
-7% -$2.46K ﹤0.01% 95
2020
Q2 		$31K Sell
167
-1,301
-89% -$239K ﹤0.01% 94
2020
Q1 		$243K Sell
1,468
-160
-10% -$31.5K 0.03% 42
2019
Q4 		$322K Sell
1,628
-1,411
-46% -$280K 0.03% 43
2019
Q3 		$653K Sell
3,039
-807
-21% -$173K 0.08% 30
2019
Q2 		$799K Buy
3,846
+3,755
+4,126% +$744K 0.09% 27
2019
Q1 		$17K Buy
91
+87
+2,175% +$15.8K ﹤0.01% 148
2018
Q4 		$1K Buy
+4
New +$709 ﹤0.01% 148
2018
Q2 		– Sell
-46
Closed -$7K – 177
2018
Q1 		$7K Buy
+46
New +$7.57K ﹤0.01% 114

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

Sageworth Trust's MCD Position: Q3 2024 in Review

Sageworth Trust sold out of McDonald's (MCD) in Q3 2024, closing a stake of 2,320 shares — an estimated $591K sold.

Sageworth Trust first reported a position in MCD in Q1 2018 and held it in 16 quarters. The position peaked at $799K in Q2 2019. 3,163 funds tracked by Wall St. Rank hold MCD as of Q3 2024.

  • Sageworth Trust reported no remaining McDonald's position as of Q3 2024 after selling out during the quarter.
  • Sageworth Trust sold 2,320 McDonald's shares in Q3 2024, an estimated $591K.
  • Sageworth Trust first reported a position in McDonald's in Q1 2018 and held it in 16 quarters.
  • Sageworth Trust's McDonald's position peaked at $799K in Q2 2019.
  • 3,163 funds tracked by Wall St. Rank held McDonald's as of Q3 2024.

Based on Sageworth Trust's 13F filing for Q3 2024, filed 24 Oct 2024.