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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Sweet Financial Partners's MCD Position: Q3 2024 in Review

Sweet Financial Partners reduced its McDonald's (MCD) stake by 61% in Q3 2024, selling an estimated $1.95M and leaving 4,579 shares worth $1.39M. The position accounts for 0.3% of the portfolio, ranked #69.

Sweet Financial Partners first reported a position in MCD in Q4 2021 and has held it in 12 quarters since. The position peaked at $2.98M in Q1 2024. 3,168 funds tracked by Wall St. Rank hold MCD as of Q3 2024.

Sweet Financial Partners held 4,579 shares of McDonald's worth $1.39M as of Q3 2024.
Sweet Financial Partners sold 7,085 McDonald's shares in Q3 2024, an estimated $1.95M.
McDonald's made up 0.3% of Sweet Financial Partners's portfolio in Q3 2024, its #69 holding.
Sweet Financial Partners first reported a position in McDonald's in Q4 2021 and has held it in 12 quarters since.
Sweet Financial Partners's McDonald's position peaked at $2.98M in Q1 2024.
3,168 funds tracked by Wall St. Rank held McDonald's as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.