Sweet Financial Partners’s McDonald's MCD Stock Holding History

Sweet Financial Partners’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	$1.39M	Sell	4,579 -7,085	-61%	-$1.95M	0.3%	69
2024 Q2	$2.97M	Buy	11,664 +1,091	+10%	+$289K	0.68%	29
2024 Q1	$2.98M	Buy	10,573 +683	+7%	+$199K	0.69%	27
2023 Q4	$2.93M	Buy	9,890 +1,073	+12%	+$292K	0.7%	24
2023 Q3	$2.32M	Buy	8,817 +475	+6%	+$135K	0.62%	28
2023 Q2	$2.49M	Buy	8,342 +1,387	+20%	+$403K	0.65%	26
2023 Q1	$1.94M	Buy	6,955 +1,327	+24%	+$356K	0.54%	31
2022 Q4	$1.48M	Buy	5,628 +417	+8%	+$110K	0.44%	35
2022 Q3	$1.2M	Buy	5,211 +2,087	+67%	+$533K	0.38%	38
2022 Q2	$771K	Sell	3,124 -114	-4%	-$28.1K	0.24%	60
2022 Q1	$801K	Buy	3,238 +2,296	+244%	+$572K	0.21%	60
2021 Q4	$253K	Buy	+942	New	+$238K	0.11%	125

Other funds holding MCD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T 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 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 Oslo, Norway $935B AUM