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Vantage Financial Partners (Illinois)’s McDonald's MCD Stock Holding History

Vantage Financial Partners (Illinois)’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 		$452K Buy
1,775
+50
+3% +$13.3K 0.11% 79
2024
Q1 		$486K Buy
1,725
+225
+15% +$65.4K 0.13% 75
2023
Q4 		$445K Sell
1,500
-75
-5% -$20.4K 0.14% 76
2023
Q3 		$415K Sell
1,575
-50
-3% -$14.3K 0.24% 66
2023
Q2 		$485K Sell
1,625
-150
-8% -$43.6K 0.27% 58
2023
Q1 		$496K Hold
1,775
– – 0.29% 56
2022
Q4 		$468K Sell
1,775
-25
-1% -$6.59K 0.27% 63
2022
Q3 		$415K Buy
1,800
+100
+6% +$25.6K 0.27% 56
2022
Q2 		$420K Hold
1,700
– – 0.25% 63
2022
Q1 		$420K Buy
1,700
+250
+17% +$62.3K 0.22% 62
2021
Q4 		$389K Buy
1,450
+250
+21% +$63.1K 0.2% 62
2021
Q3 		$289K Hold
1,200
– – 0.15% 72
2021
Q2 		$277K Hold
1,200
– – 0.15% 73
2021
Q1 		$269K Hold
1,200
– – 0.15% 69
2020
Q4 		$257K Buy
1,200
+250
+26% +$54.4K 0.15% 67
2020
Q3 		$209K Buy
+950
New +$195K 0.13% 74
2018
Q3 		– Sell
-2,097
Closed -$329K – 84
2018
Q2 		$329K Hold
2,097
– – 0.22% 63
2018
Q1 		$328K Hold
2,097
– – 0.22% 56
2017
Q4 		$361K Hold
2,097
– – 0.24% 54
2017
Q3 		$329K Hold
2,097
– – 0.23% 51
2017
Q2 		$322K Buy
+2,097
New +$303K 0.23% 50
2017
Q1 		– Sell
-3,197
Closed -$389K – 64
2016
Q4 		$389K Buy
+3,197
New +$375K 0.35% 29

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Vantage Financial Partners (Illinois)'s MCD Position: Q2 2024 in Review

Vantage Financial Partners (Illinois) increased its McDonald's (MCD) stake by 2.9% in Q2 2024, buying an estimated $13.3K and bringing the position to 1,775 shares worth $452K. The position accounts for 0.11% of the portfolio, ranked #79.

Vantage Financial Partners (Illinois) first reported a position in MCD in Q4 2016 and has held it in 22 quarters since. The position peaked at $496K in Q1 2023. 3,079 funds tracked by Wall St. Rank hold MCD as of Q2 2024.

  • Vantage Financial Partners (Illinois) held 1,775 shares of McDonald's worth $452K as of Q2 2024.
  • Vantage Financial Partners (Illinois) bought 50 McDonald's shares in Q2 2024, an estimated $13.3K.
  • McDonald's made up 0.11% of Vantage Financial Partners (Illinois)'s portfolio in Q2 2024, its #79 holding.
  • Vantage Financial Partners (Illinois) first reported a position in McDonald's in Q4 2016 and has held it in 22 quarters since.
  • Vantage Financial Partners (Illinois)'s McDonald's position peaked at $496K in Q1 2023.
  • 3,079 funds tracked by Wall St. Rank held McDonald's as of Q2 2024.

Based on Vantage Financial Partners (Illinois)'s 13F filing for Q2 2024, filed 14 Aug 2024.