Sara-Bay Financial’s McDonald's MCD Stock Holding History

Sara-Bay Financial’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	-796	Closed	-$203K	–	90
2024 Q2	$203K	Buy	+796	New	+$211K	0.08%	83

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

Sara-Bay Financial's MCD Position: Q3 2024 in Review

Sara-Bay Financial sold out of McDonald's (MCD) in Q3 2024, closing a stake of 796 shares — an estimated $203K sold.

Sara-Bay Financial first reported a position in MCD in Q2 2024 and held it in 1 quarter. The position peaked at $203K in Q2 2024. 3,164 funds tracked by Wall St. Rank hold MCD as of Q3 2024.

Sara-Bay Financial reported no remaining McDonald's position as of Q3 2024 after selling out during the quarter.
Sara-Bay Financial sold 796 McDonald's shares in Q3 2024, an estimated $203K.
Sara-Bay Financial first reported a position in McDonald's in Q2 2024 and held it in 1 quarter.
Sara-Bay Financial's McDonald's position peaked at $203K in Q2 2024.
3,164 funds tracked by Wall St. Rank held McDonald's as of Q3 2024.

Based on Sara-Bay Financial's 13F filing for Q3 2024, filed 7 Oct 2024.