Taylor Hoffman Wealth Management’s McDonald's MCD Stock Holding History

Taylor Hoffman 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 Q2	$1.07M	Hold	4,294	–	–	0.44%	49
2024 Q1	$1.21M	Sell	4,294 -236	-5%	-$68.6K	0.51%	43
2023 Q4	$1.34M	Hold	4,530	–	–	0.61%	40
2023 Q3	$1.19M	Buy	4,530 +70	+2%	+$20K	0.61%	40
2023 Q2	$1.33M	Hold	4,460	–	–	0.67%	41
2023 Q1	$1.25M	Buy	4,460 +166	+4%	+$44.5K	0.68%	42
2022 Q4	$1.13M	Sell	4,294 -449	-9%	-$118K	0.69%	46
2022 Q3	$1.09M	Hold	4,743	–	–	0.57%	58
2022 Q2	$1.2M	Hold	4,743	–	–	0.59%	57
2022 Q1	$1.17M	Hold	4,743	–	–	0.47%	65
2021 Q4	$1.27M	Sell	4,743 -206	-4%	-$52K	0.48%	62
2021 Q3	$1.2M	Sell	4,949 -200	-4%	-$47.7K	0.52%	64
2021 Q2	$1.19M	Sell	5,149 -21	-0.4%	-$4.89K	0.51%	65
2021 Q1	$1.16M	Buy	5,170 +31	+0.6%	+$6.63K	0.53%	64
2020 Q4	$1.1M	Hold	5,139	–	–	0.56%	62
2020 Q3	$1.13M	Hold	5,139	–	–	0.66%	55
2020 Q2	$948K	Buy	+5,139	New	+$942K	0.59%	64
2020 Q1	–	Sell	-5,215	Closed	-$1.03M	–	263
2019 Q4	$1.03M	Hold	5,215	–	–	0.66%	49
2019 Q3	$1.12M	Buy	5,215 +4,001	+330%	+$858K	0.8%	42
2019 Q2	$252K	Sell	1,214 -4,000	-77%	-$792K	0.2%	102
2019 Q1	$990K	Hold	5,214	–	–	0.73%	41
2018 Q4	$926K	Hold	5,214	–	–	0.83%	41
2018 Q3	$872K	Buy	5,214 +144	+3%	+$23.1K	0.69%	44
2018 Q2	$794K	Hold	5,070	–	–	0.69%	43
2018 Q1	$793K	Buy	5,070 +775	+18%	+$127K	0.73%	44
2017 Q4	$739K	Buy	+4,295	New	+$721K	0.71%	42

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

Taylor Hoffman Wealth Management's MCD Position: Q2 2024 in Review

Taylor Hoffman Wealth Management held its McDonald's (MCD) position steady in Q2 2024 at 4,294 shares worth $1.07M. The position accounts for 0.44% of the portfolio, ranked #49.

Taylor Hoffman Wealth Management first reported a position in MCD in Q4 2017 and has held it in 26 quarters since. The position peaked at $1.34M in Q4 2023. 3,078 funds tracked by Wall St. Rank hold MCD as of Q2 2024.

Taylor Hoffman Wealth Management held 4,294 shares of McDonald's worth $1.07M as of Q2 2024.
Taylor Hoffman Wealth Management left its McDonald's share count unchanged in Q2 2024.
McDonald's made up 0.44% of Taylor Hoffman Wealth Management's portfolio in Q2 2024, its #49 holding.
Taylor Hoffman Wealth Management first reported a position in McDonald's in Q4 2017 and has held it in 26 quarters since.
Taylor Hoffman Wealth Management's McDonald's position peaked at $1.34M in Q4 2023.
3,078 funds tracked by Wall St. Rank held McDonald's as of Q2 2024.

Based on Taylor Hoffman Wealth Management's 13F filing for Q2 2024, filed 9 Aug 2024.