Waypoint Capital Advisors’s McDonald's MCD Stock Holding History

Waypoint Capital 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	$245K	Buy	+806	New	+$222K	0.05%	117
2024 Q2	–	Sell	-804	Closed	-$227K	–	124
2024 Q1	$227K	Sell	804 -18	-2%	-$5.24K	0.06%	109
2023 Q4	$244K	Buy	822 +12	+1%	+$3.27K	0.07%	110
2023 Q3	$213K	Buy	810 +37	+5%	+$10.6K	0.07%	111
2023 Q2	$231K	Buy	773 +15	+2%	+$4.36K	0.07%	126
2023 Q1	$212K	Sell	758 -216	-22%	-$57.9K	0.07%	127
2022 Q4	$257K	Sell	974 -35	-3%	-$9.23K	0.09%	117
2022 Q3	$233K	Sell	1,009 -28	-3%	-$7.16K	0.1%	104
2022 Q2	$256K	Sell	1,037 -41	-4%	-$10.1K	0.12%	100
2022 Q1	$266K	Sell	1,078 -78	-7%	-$19.4K	0.16%	100
2021 Q4	$310K	Buy	+1,156	New	+$292K	0.21%	74

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

Waypoint Capital Advisors's MCD Position: Q3 2024 in Review

Waypoint Capital Advisors opened a new position in McDonald's (MCD) in Q3 2024: 806 shares worth $245K. The stake represents 0.05% of the portfolio and ranks #117 among its holdings. This is a return to the name: Waypoint Capital Advisors previously reported a position in MCD as recently as Q1 2024.

Waypoint Capital Advisors first reported a position in MCD in Q4 2021 and has held it in 11 quarters since. The position peaked at $310K in Q4 2021. 3,163 funds tracked by Wall St. Rank hold MCD as of Q3 2024.

Waypoint Capital Advisors held 806 shares of McDonald's worth $245K as of Q3 2024.
McDonald's was a new Waypoint Capital Advisors position in Q3 2024.
McDonald's made up 0.05% of Waypoint Capital Advisors's portfolio in Q3 2024, its #117 holding.
Waypoint Capital Advisors first reported a position in McDonald's in Q4 2021 and has held it in 11 quarters since.
Waypoint Capital Advisors's McDonald's position peaked at $310K in Q4 2021.
3,163 funds tracked by Wall St. Rank held McDonald's as of Q3 2024.

Based on Waypoint Capital Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.