TWM
MCD icon

TLW Wealth Management’s McDonald's MCD Stock Holding History

TLW 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
Q4 		– Sell
-23,630
Closed -$7.2M – 20
2024
Q3 		$7.2M Sell
23,630
-971
-4% -$268K 4.27% 13
2024
Q2 		$6.27M Buy
24,601
+5,090
+26% +$1.35M 3.91% 13
2024
Q1 		$5.5M Buy
19,511
+377
+2% +$110K 3.5% 14
2023
Q4 		$5.67M Buy
19,134
+2,982
+18% +$812K 4.04% 14
2023
Q3 		$4.26M Buy
16,152
+6,093
+61% +$1.74M 3.23% 14
2023
Q2 		$3M Sell
10,059
-100
-1% -$29.1K 2.16% 14
2023
Q1 		$2.84M Buy
10,159
+456
+5% +$122K 2.14% 15
2022
Q4 		$2.56M Buy
9,703
+179
+2% +$47.2K 2.07% 15
2022
Q3 		$2.2M Sell
9,524
-1,486
-13% -$380K 1.92% 16
2022
Q2 		$2.72M Buy
+11,010
New +$2.71M 2.12% 15

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

TLW Wealth Management's MCD Position: Q4 2024 in Review

TLW Wealth Management sold out of McDonald's (MCD) in Q4 2024, closing a stake of 23,630 shares — an estimated $7.2M sold.

TLW Wealth Management first reported a position in MCD in Q2 2022 and held it in 10 quarters. The position peaked at $7.2M in Q3 2024. 3,385 funds tracked by Wall St. Rank hold MCD as of Q4 2024.

  • TLW Wealth Management reported no remaining McDonald's position as of Q4 2024 after selling out during the quarter.
  • TLW Wealth Management sold 23,630 McDonald's shares in Q4 2024, an estimated $7.2M.
  • TLW Wealth Management first reported a position in McDonald's in Q2 2022 and held it in 10 quarters.
  • TLW Wealth Management's McDonald's position peaked at $7.2M in Q3 2024.
  • 3,385 funds tracked by Wall St. Rank held McDonald's as of Q4 2024.

Based on TLW Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.