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

Sanctuary 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 		$11.9K Hold
41
– – 0.01% 163
2024
Q3 		$12.5K Hold
41
– – 0.01% 167
2024
Q2 		$10.4K Hold
41
– – 0.01% 155
2024
Q1 		$11.6K Hold
41
– – 0.01% 145
2023
Q4 		$12.2K Hold
41
– – 0.01% 139
2023
Q3 		$10.8K Hold
41
– – 0.01% 128
2023
Q2 		$12.2K Buy
+41
New +$11.9K 0.01% 130
2022
Q4 		$10.8K Buy
+41
New +$10.8K 0.01% 123

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

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

Sanctuary Wealth Management held its McDonald's (MCD) position steady in Q4 2024 at 41 shares worth $11.9K. The position accounts for 0.01% of the portfolio, ranked #163.

Sanctuary Wealth Management first reported a position in MCD in Q4 2022 and has held it in 8 quarters since. The position peaked at $12.5K in Q3 2024. 3,385 funds tracked by Wall St. Rank hold MCD as of Q4 2024.

  • Sanctuary Wealth Management held 41 shares of McDonald's worth $11.9K as of Q4 2024.
  • Sanctuary Wealth Management left its McDonald's share count unchanged in Q4 2024.
  • McDonald's made up 0.01% of Sanctuary Wealth Management's portfolio in Q4 2024, its #163 holding.
  • Sanctuary Wealth Management first reported a position in McDonald's in Q4 2022 and has held it in 8 quarters since.
  • Sanctuary Wealth Management's McDonald's position peaked at $12.5K in Q3 2024.
  • 3,385 funds tracked by Wall St. Rank held McDonald's as of Q4 2024.

Based on Sanctuary Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.