SYSTM Wealth Solutions’s McDonald's MCD Stock Holding History

SYSTM Wealth 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 Q3	–	Sell	-3,597	Closed	-$917K	–	409
2024 Q2	$917K	Sell	3,597 -370	-9%	-$98.2K	0.2%	118
2024 Q1	$1.12M	Buy	3,967 +3,916	+7,678%	+$1.14M	0.14%	182
2023 Q4	$15.2K	Buy	+51	New	+$13.9K	﹤0.01%	772
2023 Q1	–	Sell	-849	Closed	-$224K	–	503
2022 Q4	$224K	Buy	+849	New	+$224K	0.03%	482

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

SYSTM Wealth Solutions's MCD Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of McDonald's (MCD) in Q3 2024, closing a stake of 3,597 shares — an estimated $917K sold.

SYSTM Wealth Solutions first reported a position in MCD in Q4 2022 and held it in 4 quarters. The position peaked at $1.12M in Q1 2024. 3,163 funds tracked by Wall St. Rank hold MCD as of Q3 2024.

SYSTM Wealth Solutions reported no remaining McDonald's position as of Q3 2024 after selling out during the quarter.
SYSTM Wealth Solutions sold 3,597 McDonald's shares in Q3 2024, an estimated $917K.
SYSTM Wealth Solutions first reported a position in McDonald's in Q4 2022 and held it in 4 quarters.
SYSTM Wealth Solutions's McDonald's position peaked at $1.12M in Q1 2024.
3,163 funds tracked by Wall St. Rank held McDonald's as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.