Shulman DeMeo Asset Management’s McDonald's MCD Stock Holding History

Shulman DeMeo Asset 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	-895	Closed	-$252K	–	134
2024 Q1	$252K	Sell	895 -156	-15%	-$45.4K	0.07%	111
2023 Q4	$312K	Buy	1,051 +114	+12%	+$31K	0.09%	97
2023 Q3	$247K	Sell	937 -26	-3%	-$7.42K	0.08%	106
2023 Q2	$287K	Sell	963 -1	-0.1%	-$291	0.09%	101
2023 Q1	$270K	Sell	964 -6	-0.6%	-$1.61K	0.08%	104
2022 Q4	$256K	Sell	970 -6	-0.6%	-$1.58K	0.09%	108
2022 Q3	$225K	Sell	976 -16	-2%	-$4.09K	0.08%	111
2022 Q2	$245K	Buy	992 +94	+10%	+$23.1K	0.08%	112
2022 Q1	$222K	Buy	898 +27	+3%	+$6.73K	0.06%	131
2021 Q4	$233K	Buy	871 +3	+0.3%	+$757	0.06%	130
2021 Q3	$209K	Buy	+868	New	+$207K	0.18%	79

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Shulman DeMeo Asset Management's MCD Position: Q2 2024 in Review

Shulman DeMeo Asset Management sold out of McDonald's (MCD) in Q2 2024, closing a stake of 895 shares — an estimated $252K sold.

Shulman DeMeo Asset Management first reported a position in MCD in Q3 2021 and held it in 11 quarters. The position peaked at $312K in Q4 2023. 3,078 funds tracked by Wall St. Rank hold MCD as of Q2 2024.

Shulman DeMeo Asset Management reported no remaining McDonald's position as of Q2 2024 after selling out during the quarter.
Shulman DeMeo Asset Management sold 895 McDonald's shares in Q2 2024, an estimated $252K.
Shulman DeMeo Asset Management first reported a position in McDonald's in Q3 2021 and held it in 11 quarters.
Shulman DeMeo Asset Management's McDonald's position peaked at $312K in Q4 2023.
3,078 funds tracked by Wall St. Rank held McDonald's as of Q2 2024.

Based on Shulman DeMeo Asset Management's 13F filing for Q2 2024, filed 17 Jul 2024.