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TrinityPoint Wealth’s McDonald's MCD Stock Holding History

TrinityPoint Wealth’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 		$2.47M Sell
8,531
-10
-0.1% -$2.98K 0.35% 69
2024
Q3 		$2.6M Sell
8,541
-5
-0.1% -$1.38K 0.37% 70
2024
Q2 		$2.18M Buy
8,546
+16
+0.2% +$4.25K 0.34% 75
2024
Q1 		$2.41M Sell
8,530
-288
-3% -$83.8K 0.4% 65
2023
Q4 		$2.61M Sell
8,818
-163
-2% -$44.4K 0.47% 54
2023
Q3 		$2.37M Sell
8,981
-18
-0.2% -$5.13K 0.47% 56
2023
Q2 		$2.69M Buy
8,999
+268
+3% +$77.9K 0.52% 50
2023
Q1 		$2.44M Buy
8,731
+15
+0.2% +$4.02K 0.52% 49
2022
Q4 		$2.3M Sell
8,716
-132
-1% -$34.8K 0.52% 52
2022
Q3 		$2.04M Buy
8,848
+128
+1% +$32.7K 0.47% 55
2022
Q2 		$2.15M Sell
8,720
-151
-2% -$37.2K 0.48% 60
2022
Q1 		$2.19M Buy
8,871
+4,105
+86% +$1.02M 0.4% 61
2021
Q4 		$1.28M Buy
4,766
+37
+0.8% +$9.34K 0.23% 94
2021
Q3 		$1.14M Buy
4,729
+78
+2% +$18.6K 0.22% 97
2021
Q2 		$1.07M Buy
4,651
+61
+1% +$14.2K 0.22% 98
2021
Q1 		$1.03M Buy
4,590
+4
+0.1% +$855 0.24% 97
2020
Q4 		$988K Buy
4,586
+49
+1% +$10.7K 0.24% 94
2020
Q3 		$996K Buy
4,537
+85
+2% +$17.5K 0.28% 88
2020
Q2 		$821K Buy
4,452
+71
+2% +$13K 0.26% 95
2020
Q1 		$724K Buy
4,381
+356
+9% +$70.1K 0.29% 96
2019
Q4 		$795K Buy
4,025
+44
+1% +$8.73K 0.27% 96
2019
Q3 		$751K Buy
3,981
+350
+10% +$75K 0.26% 104
2019
Q2 		$773K Buy
3,631
+54
+2% +$10.7K 0.37% 71
2019
Q1 		$679K Buy
3,577
+216
+6% +$39.2K 0.33% 83
2018
Q4 		$597K Buy
+3,361
New +$596K 0.37% 74

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

TrinityPoint Wealth's MCD Position: Q4 2024 in Review

TrinityPoint Wealth reduced its McDonald's (MCD) stake by 0.12% in Q4 2024, selling an estimated $2.98K and leaving 8,531 shares worth $2.47M. The position accounts for 0.35% of the portfolio, ranked #69.

TrinityPoint Wealth first reported a position in MCD in Q4 2018 and has held it in 25 quarters since. The position peaked at $2.69M in Q2 2023. 3,385 funds tracked by Wall St. Rank hold MCD as of Q4 2024.

  • TrinityPoint Wealth held 8,531 shares of McDonald's worth $2.47M as of Q4 2024.
  • TrinityPoint Wealth sold 10 McDonald's shares in Q4 2024, an estimated $2.98K.
  • McDonald's made up 0.35% of TrinityPoint Wealth's portfolio in Q4 2024, its #69 holding.
  • TrinityPoint Wealth first reported a position in McDonald's in Q4 2018 and has held it in 25 quarters since.
  • TrinityPoint Wealth's McDonald's position peaked at $2.69M in Q2 2023.
  • 3,385 funds tracked by Wall St. Rank held McDonald's as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.