VitalStone Financial’s McDonald's MCD Stock Holding History

VitalStone Financial’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	$94.8K	Buy	311 +186	+149%	+$51.3K	0.06%	144
2024 Q2	$32K	Sell	125 -469	-79%	-$124K	0.02%	192
2024 Q1	$167K	Buy	594 +125	+27%	+$36.4K	0.13%	111
2023 Q4	$139K	Buy	469 +345	+278%	+$93.9K	0.11%	110
2023 Q3	$33K	Sell	124 -22	-15%	-$6.28K	0.03%	158
2023 Q2	$41K	Buy	146 +7	+5%	+$2.03K	0.02%	383
2023 Q1	$38K	Sell	139 -7	-5%	-$1.88K	0.03%	125
2022 Q4	$39K	Buy	+146	New	+$38.5K	0.03%	188

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

VitalStone Financial's MCD Position: Q3 2024 in Review

VitalStone Financial increased its McDonald's (MCD) stake by 149% in Q3 2024, buying an estimated $51.3K and bringing the position to 311 shares worth $94.8K. The position accounts for 0.06% of the portfolio, ranked #144.

VitalStone Financial first reported a position in MCD in Q4 2022 and has held it in 8 quarters since. The position peaked at $167K in Q1 2024. 3,164 funds tracked by Wall St. Rank hold MCD as of Q3 2024.

VitalStone Financial held 311 shares of McDonald's worth $94.8K as of Q3 2024.
VitalStone Financial bought 186 McDonald's shares in Q3 2024, an estimated $51.3K.
McDonald's made up 0.06% of VitalStone Financial's portfolio in Q3 2024, its #144 holding.
VitalStone Financial first reported a position in McDonald's in Q4 2022 and has held it in 8 quarters since.
VitalStone Financial's McDonald's position peaked at $167K in Q1 2024.
3,164 funds tracked by Wall St. Rank held McDonald's as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.