TFO Wealth Partners’s McDonald's MCD Stock Holding History

TFO Wealth 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 Q2	–	Sell	-115	Closed	-$32.4K	–	476
2024 Q1	$32.4K	Hold	115	–	–	0.01%	67
2023 Q4	$34.1K	Hold	115	–	–	0.01%	65
2023 Q3	$34.3K	Hold	115	–	–	0.01%	111
2023 Q2	$34.3K	Hold	115	–	–	0.01%	101
2023 Q1	$32.2K	Buy	115 +110	+2,200%	+$29.5K	0.01%	78
2022 Q4	$286	Buy	+5	New	+$1.32K	﹤0.01%	570
2022 Q3	–	Sell	-14	Closed	-$3K	–	341
2022 Q2	$3K	Buy	+14	New	+$3.45K	﹤0.01%	276
2020 Q4	–	Sell	-24	Closed	-$5K	–	129
2020 Q3	$5K	Buy	+24	New	+$4.93K	﹤0.01%	105
2020 Q1	–	Sell	-100	Closed	-$19K	–	155
2019 Q4	$19K	Buy	+100	New	+$19.8K	0.02%	103

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

TFO Wealth Partners's MCD Position: Q2 2024 in Review

TFO Wealth Partners sold out of McDonald's (MCD) in Q2 2024, closing a stake of 115 shares — an estimated $32.4K sold.

TFO Wealth Partners first reported a position in MCD in Q4 2019 and held it in 9 quarters. The position peaked at $34.3K in Q3 2023. 3,078 funds tracked by Wall St. Rank hold MCD as of Q2 2024.

TFO Wealth Partners reported no remaining McDonald's position as of Q2 2024 after selling out during the quarter.
TFO Wealth Partners sold 115 McDonald's shares in Q2 2024, an estimated $32.4K.
TFO Wealth Partners first reported a position in McDonald's in Q4 2019 and held it in 9 quarters.
TFO Wealth Partners's McDonald's position peaked at $34.3K in Q3 2023.
3,078 funds tracked by Wall St. Rank held McDonald's as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.