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MCD icon

TCWP’s McDonald's MCD Stock Holding History

TCWP’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
-799
Closed -$204K – 39
2024
Q2 		$204K Sell
799
-18
-2% -$4.78K 0.5% 58
2024
Q1 		$230K Buy
817
+14
+2% +$4.07K 0.61% 51
2023
Q4 		$238K Sell
803
-398
-33% -$108K 0.67% 45
2023
Q3 		$316K Buy
1,201
+2
+0.2% +$570 0.24% 80
2023
Q2 		$358K Sell
1,199
-545
-31% -$158K 0.08% 124
2023
Q1 		$488K Sell
1,744
-4,201
-71% -$1.13M 0.09% 142
2022
Q4 		$1.57M Buy
5,945
+2,129
+56% +$562K 0.32% 85
2022
Q3 		$880K Sell
3,816
-49
-1% -$12.5K 0.19% 103
2022
Q2 		$954K Buy
3,865
+339
+10% +$83.5K 0.2% 97
2022
Q1 		$872K Buy
3,526
+78
+2% +$19.4K 0.16% 111
2021
Q4 		$924K Buy
+3,448
New +$871K 0.18% 107

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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
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
Norges Bank Oslo, Norway $935B AUM

TCWP's MCD Position: Q3 2024 in Review

TCWP sold out of McDonald's (MCD) in Q3 2024, closing a stake of 799 shares — an estimated $204K sold.

TCWP first reported a position in MCD in Q4 2021 and held it in 11 quarters. The position peaked at $1.57M in Q4 2022. 3,163 funds tracked by Wall St. Rank hold MCD as of Q3 2024.

  • TCWP reported no remaining McDonald's position as of Q3 2024 after selling out during the quarter.
  • TCWP sold 799 McDonald's shares in Q3 2024, an estimated $204K.
  • TCWP first reported a position in McDonald's in Q4 2021 and held it in 11 quarters.
  • TCWP's McDonald's position peaked at $1.57M in Q4 2022.
  • 3,163 funds tracked by Wall St. Rank held McDonald's as of Q3 2024.

Based on TCWP's 13F filing for Q3 2024.