SWS Partners’s McDonald's MCD Stock Holding History

SWS 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	–	Sell	-122	Closed	-$31.2K	–	217
2024 Q2	$31.2K	Buy	+122	New	+$32.4K	0.01%	185
2022 Q2	–	Sell	-55	Closed	-$14K	–	101
2022 Q1	$14K	Buy	+55	New	+$13.7K	0.01%	102

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

SWS Partners's MCD Position: Q3 2024 in Review

SWS Partners sold out of McDonald's (MCD) in Q3 2024, closing a stake of 122 shares — an estimated $31.2K sold.

SWS Partners first reported a position in MCD in Q1 2022 and held it in 2 quarters. The position peaked at $31.2K in Q2 2024. 3,164 funds tracked by Wall St. Rank hold MCD as of Q3 2024.

SWS Partners reported no remaining McDonald's position as of Q3 2024 after selling out during the quarter.
SWS Partners sold 122 McDonald's shares in Q3 2024, an estimated $31.2K.
SWS Partners first reported a position in McDonald's in Q1 2022 and held it in 2 quarters.
SWS Partners's McDonald's position peaked at $31.2K in Q2 2024.
3,164 funds tracked by Wall St. Rank held McDonald's as of Q3 2024.

Based on SWS Partners's 13F filing for Q3 2024, filed 15 Oct 2024.