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

Sugarloaf 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
Q4 		$168K Buy
580
+1
+0.2% +$298 0.03% 188
2024
Q3 		$176K Buy
579
+1
+0.2% +$276 0.03% 189
2024
Q2 		$147K Buy
578
+1
+0.2% +$265 0.03% 194
2024
Q1 		$163K Buy
577
+1
+0.2% +$291 0.03% 182
2023
Q4 		$171K Sell
576
-27
-4% -$7.35K 0.04% 163
2023
Q3 		$159K Buy
603
+1
+0.2% +$285 0.04% 153
2023
Q2 		$180K Buy
602
+1
+0.2% +$291 0.04% 149
2023
Q1 		$168K Sell
601
-193
-24% -$51.7K 0.04% 148
2022
Q4 		$209K Buy
794
+5
+0.6% +$1.32K 0.05% 122
2022
Q3 		$182K Buy
789
+2
+0.3% +$511 0.05% 132
2022
Q2 		$194K Buy
787
+2
+0.3% +$493 0.05% 123
2022
Q1 		$194K Buy
785
+72
+10% +$17.9K 0.05% 125
2021
Q4 		$191K Buy
713
+2
+0.3% +$505 0.05% 133
2021
Q3 		$171K Buy
711
+101
+17% +$24.1K 0.05% 138
2021
Q2 		$141K Buy
610
+2
+0.3% +$465 0.04% 150
2021
Q1 		$136 Buy
608
+1
+0.2% +$214 0.04% 153
2020
Q4 		$130K Sell
607
-31
-5% -$6.74K 0.04% 152
2020
Q3 		$133K Buy
638
+1
+0.2% +$205 0.05% 139
2020
Q2 		$117K Buy
637
+1
+0.2% +$183 0.04% 148
2020
Q1 		$105K Buy
636
+2
+0.3% +$394 0.05% 152
2019
Q4 		$125K Buy
+634
New +$126K 0.05% 152

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

Sugarloaf Wealth Management's MCD Position: Q4 2024 in Review

Sugarloaf Wealth Management increased its McDonald's (MCD) stake by 0.17% in Q4 2024, buying an estimated $298 and bringing the position to 580 shares worth $168K. The position accounts for 0.03% of the portfolio, ranked #188.

Sugarloaf Wealth Management first reported a position in MCD in Q4 2019 and has held it in 21 quarters since. The position peaked at $209K in Q4 2022. 3,385 funds tracked by Wall St. Rank hold MCD as of Q4 2024.

  • Sugarloaf Wealth Management held 580 shares of McDonald's worth $168K as of Q4 2024.
  • Sugarloaf Wealth Management bought 1 McDonald's share in Q4 2024, an estimated $298.
  • McDonald's made up 0.03% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #188 holding.
  • Sugarloaf Wealth Management first reported a position in McDonald's in Q4 2019 and has held it in 21 quarters since.
  • Sugarloaf Wealth Management's McDonald's position peaked at $209K in Q4 2022.
  • 3,385 funds tracked by Wall St. Rank held McDonald's as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.