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

Shelton 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
Q2 		– Sell
-2,446
Closed -$690K – 148
2024
Q1 		$690K Buy
2,446
+823
+51% +$239K 0.43% 58
2023
Q4 		$481K Buy
+1,623
New +$442K 0.34% 55

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Shelton Wealth Management's MCD Position: Q2 2024 in Review

Shelton Wealth Management sold out of McDonald's (MCD) in Q2 2024, closing a stake of 2,446 shares — an estimated $690K sold.

Shelton Wealth Management first reported a position in MCD in Q4 2023 and held it in 2 quarters. The position peaked at $690K in Q1 2024. 3,079 funds tracked by Wall St. Rank hold MCD as of Q2 2024.

  • Shelton Wealth Management reported no remaining McDonald's position as of Q2 2024 after selling out during the quarter.
  • Shelton Wealth Management sold 2,446 McDonald's shares in Q2 2024, an estimated $690K.
  • Shelton Wealth Management first reported a position in McDonald's in Q4 2023 and held it in 2 quarters.
  • Shelton Wealth Management's McDonald's position peaked at $690K in Q1 2024.
  • 3,079 funds tracked by Wall St. Rank held McDonald's as of Q2 2024.

Based on Shelton Wealth Management's 13F filing for Q2 2024, filed 23 Jul 2024.