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TKG Advisors’s McDonald's MCD Stock Holding History

TKG Advisors’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
-1,159
Closed -$295K – 106
2024
Q2 		$295K Buy
1,159
+13
+1% +$3.45K 0.16% 80
2024
Q1 		$323K Sell
1,146
-18
-2% -$5.24K 0.18% 79
2023
Q4 		$345K Sell
1,164
-28
-2% -$7.62K 0.21% 70
2023
Q3 		$314K Sell
1,192
-862
-42% -$246K 0.21% 76
2023
Q2 		$613K Sell
2,054
-808
-28% -$235K 0.4% 52
2023
Q1 		$800K Sell
2,862
-194
-6% -$52K 0.5% 45
2022
Q4 		$805K Sell
3,056
-1,225
-29% -$323K 0.53% 45
2022
Q3 		$988K Sell
4,281
-144
-3% -$36.8K 0.78% 35
2022
Q2 		$1.09M Sell
4,425
-812
-16% -$200K 0.94% 34
2022
Q1 		$1.29M Buy
5,237
+227
+5% +$56.5K 1.04% 31
2021
Q4 		$1.34M Buy
+5,010
New +$1.26M 1.06% 38

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

TKG Advisors's MCD Position: Q3 2024 in Review

TKG Advisors sold out of McDonald's (MCD) in Q3 2024, closing a stake of 1,159 shares — an estimated $295K sold.

TKG Advisors first reported a position in MCD in Q4 2021 and held it in 11 quarters. The position peaked at $1.34M in Q4 2021. 3,163 funds tracked by Wall St. Rank hold MCD as of Q3 2024.

  • TKG Advisors reported no remaining McDonald's position as of Q3 2024 after selling out during the quarter.
  • TKG Advisors sold 1,159 McDonald's shares in Q3 2024, an estimated $295K.
  • TKG Advisors first reported a position in McDonald's in Q4 2021 and held it in 11 quarters.
  • TKG Advisors's McDonald's position peaked at $1.34M in Q4 2021.
  • 3,163 funds tracked by Wall St. Rank held McDonald's as of Q3 2024.

Based on TKG Advisors's 13F filing for Q3 2024, filed 30 Oct 2024.