Spotlight Asset Group’s McDonald's MCD Stock Holding History

Spotlight Asset Group’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	$78.5K	Hold	308	–	–	0.05%	123
2024 Q1	$86.8K	Sell	308 -150	-33%	-$43.6K	0.06%	116
2023 Q4	$121K	Hold	458	–	–	0.11%	88
2023 Q3	$121K	Hold	458	–	–	0.11%	88
2023 Q2	$137K	Sell	458 -534	-54%	-$155K	0.12%	81
2023 Q1	$253K	Buy	+992	New	+$266K	0.25%	67
2022 Q3	$253K	Buy	+992	New	+$254K	0.25%	67
2021 Q3	$407K	Sell	1,686 -222	-12%	-$53K	0.2%	77
2021 Q2	$441K	Sell	1,908 -4,469	-70%	-$1.04M	0.17%	80
2021 Q1	$1.43M	Sell	6,377 -137	-2%	-$29.3K	0.54%	36
2020 Q4	$1.4M	Buy	6,514 +13	+0.2%	+$2.83K	0.52%	31
2020 Q3	$1.43M	Sell	6,501 -62	-0.9%	-$12.7K	0.56%	27
2020 Q2	$1.21M	Buy	6,563 +110	+2%	+$20.2K	0.51%	32
2020 Q1	$1.07M	Sell	6,453 -5	-0.1%	-$985	0.57%	33
2019 Q4	$1.19M	Buy	+6,458	New	+$1.28M	0.57%	34

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

Spotlight Asset Group's MCD Position: Q2 2024 in Review

Spotlight Asset Group held its McDonald's (MCD) position steady in Q2 2024 at 308 shares worth $78.5K. The position accounts for 0.05% of the portfolio, ranked #123.

Spotlight Asset Group first reported a position in MCD in Q4 2019 and has held it in 15 quarters since. The position peaked at $1.43M in Q1 2021. 3,079 funds tracked by Wall St. Rank hold MCD as of Q2 2024.

Spotlight Asset Group held 308 shares of McDonald's worth $78.5K as of Q2 2024.
Spotlight Asset Group left its McDonald's share count unchanged in Q2 2024.
McDonald's made up 0.05% of Spotlight Asset Group's portfolio in Q2 2024, its #123 holding.
Spotlight Asset Group first reported a position in McDonald's in Q4 2019 and has held it in 15 quarters since.
Spotlight Asset Group's McDonald's position peaked at $1.43M in Q1 2021.
3,079 funds tracked by Wall St. Rank held McDonald's as of Q2 2024.

Based on Spotlight Asset Group's 13F filing for Q2 2024, filed 24 Jul 2024.