Steward Partners Investment Solutions’s McDonald's MCD Stock Holding History

Steward Partners Investment Solutions’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 Q1	$2.87M	Sell	10,166 -262	-3%	-$76.2K	0.48%	50
2023 Q4	$3.09M	Buy	+10,428	New	+$2.84M	1.29%	15

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Steward Partners Investment Solutions's MCD Position: Q1 2024 in Review

Steward Partners Investment Solutions reduced its McDonald's (MCD) stake by 2.5% in Q1 2024, selling an estimated $76.2K and leaving 10,166 shares worth $2.87M. The position accounts for 0.48% of the portfolio, ranked #50.

Steward Partners Investment Solutions first reported a position in MCD in Q4 2023 and has held it in 2 quarters since. The position peaked at $3.09M in Q4 2023. 3,166 funds tracked by Wall St. Rank hold MCD as of Q1 2024.

Steward Partners Investment Solutions held 10,166 shares of McDonald's worth $2.87M as of Q1 2024.
Steward Partners Investment Solutions sold 262 McDonald's shares in Q1 2024, an estimated $76.2K.
McDonald's made up 0.48% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #50 holding.
Steward Partners Investment Solutions first reported a position in McDonald's in Q4 2023 and has held it in 2 quarters since.
Steward Partners Investment Solutions's McDonald's position peaked at $3.09M in Q4 2023.
3,166 funds tracked by Wall St. Rank held McDonald's as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.