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Wellington Wealth Strategies’s McDonald's MCD Stock Holding History

Wellington Wealth Strategies’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 		$396K Buy
+1,278
New +$381K 0.36% 44
2024
Q2 		– Sell
-1,690
Closed -$476K – 129
2024
Q1 		$476K Buy
+1,690
New +$491K 0.22% 89

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

Wellington Wealth Strategies's MCD Position: Q4 2024 in Review

Wellington Wealth Strategies opened a new position in McDonald's (MCD) in Q4 2024: 1,278 shares worth $396K. The stake represents 0.36% of the portfolio and ranks #44 among its holdings. This is a return to the name: Wellington Wealth Strategies previously reported a position in MCD as recently as Q1 2024.

Wellington Wealth Strategies first reported a position in MCD in Q1 2024 and has held it in 2 quarters since. The position peaked at $476K in Q1 2024. 3,386 funds tracked by Wall St. Rank hold MCD as of Q4 2024.

  • Wellington Wealth Strategies held 1,278 shares of McDonald's worth $396K as of Q4 2024.
  • McDonald's was a new Wellington Wealth Strategies position in Q4 2024.
  • McDonald's made up 0.36% of Wellington Wealth Strategies's portfolio in Q4 2024, its #44 holding.
  • Wellington Wealth Strategies first reported a position in McDonald's in Q1 2024 and has held it in 2 quarters since.
  • Wellington Wealth Strategies's McDonald's position peaked at $476K in Q1 2024.
  • 3,386 funds tracked by Wall St. Rank held McDonald's as of Q4 2024.

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