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Source Financial Advisors’s McDonald's MCD Stock Holding History

Source Financial Advisors’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 		$415K Sell
1,362
-40
-3% -$11K 0.12% 77
2024
Q2 		$357K Buy
1,402
+2
+0.1% +$531 0.11% 82
2024
Q1 		$395K Buy
1,400
+4
+0.3% +$1.16K 0.12% 83
2023
Q4 		$414K Sell
1,396
-137
-9% -$37.3K 0.13% 86
2023
Q3 		$404K Sell
1,533
-90
-6% -$25.7K 0.14% 85
2023
Q2 		$484K Buy
1,623
+131
+9% +$38.1K 0.16% 83
2023
Q1 		$417K Sell
1,492
-74
-5% -$19.8K 0.14% 84
2022
Q4 		$413K Sell
1,566
-26
-2% -$6.86K 0.16% 83
2022
Q3 		$368K Sell
1,592
-5
-0.3% -$1.28K 0.15% 82
2022
Q2 		$394K Buy
1,597
+120
+8% +$29.6K 0.15% 82
2022
Q1 		$365K Sell
1,477
-86
-6% -$21.4K 0.11% 90
2021
Q4 		$419K Sell
1,563
-327
-17% -$82.6K 0.11% 86
2021
Q3 		$456K Buy
1,890
+20
+1% +$4.77K 0.12% 74
2021
Q2 		$432K Buy
1,870
+34
+2% +$7.91K 0.11% 75
2021
Q1 		$412K Buy
1,836
+622
+51% +$133K 0.11% 76
2020
Q4 		$261K Buy
+1,214
New +$264K 0.07% 94

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

Source Financial Advisors's MCD Position: Q3 2024 in Review

Source Financial Advisors reduced its McDonald's (MCD) stake by 2.9% in Q3 2024, selling an estimated $11K and leaving 1,362 shares worth $415K. The position accounts for 0.12% of the portfolio, ranked #77.

Source Financial Advisors first reported a position in MCD in Q4 2020 and has held it in 16 quarters since. The position peaked at $484K in Q2 2023. 3,163 funds tracked by Wall St. Rank hold MCD as of Q3 2024.

  • Source Financial Advisors held 1,362 shares of McDonald's worth $415K as of Q3 2024.
  • Source Financial Advisors sold 40 McDonald's shares in Q3 2024, an estimated $11K.
  • McDonald's made up 0.12% of Source Financial Advisors's portfolio in Q3 2024, its #77 holding.
  • Source Financial Advisors first reported a position in McDonald's in Q4 2020 and has held it in 16 quarters since.
  • Source Financial Advisors's McDonald's position peaked at $484K in Q2 2023.
  • 3,163 funds tracked by Wall St. Rank held McDonald's as of Q3 2024.

Based on Source Financial Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.