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WESPAC Advisors SoCal’s McDonald's MCD Stock Holding History

WESPAC Advisors SoCal’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 		– Sell
-23,233
Closed -$6.55M – 97
2024
Q1 		$6.55M Buy
23,233
+161
+0.7% +$46.8K 1.71% 21
2023
Q4 		$6.84M Buy
23,072
+355
+2% +$96.6K 1.99% 19
2023
Q3 		$5.98M Sell
22,717
-128
-0.6% -$36.5K 2.02% 17
2023
Q2 		$6.82M Sell
22,845
-19
-0.1% -$5.52K 2.33% 14
2023
Q1 		$6.39M Buy
22,864
+95
+0.4% +$25.5K 2.21% 17
2022
Q4 		$6M Buy
22,769
+388
+2% +$102K 2.23% 18
2022
Q3 		$6.1M Sell
22,381
-192
-0.9% -$49.1K 2.55% 16
2022
Q2 		$5.57M Buy
+22,573
New +$5.56M 2.13% 21
2019
Q2 		– Sell
-510
Closed -$96K – 204
2019
Q1 		$96K Hold
510
– – 0.05% 102
2018
Q4 		$90K Hold
510
– – 0.06% 99
2018
Q3 		$85K Buy
+510
New +$81.7K 0.04% 111
2018
Q2 		– Sell
-160
Closed -$25K – 181
2018
Q1 		$25K Hold
160
– – 0.01% 148
2017
Q4 		$27K Buy
160
+126
+371% +$21.2K 0.02% 142
2017
Q3 		$5K Hold
34
– – ﹤0.01% 226
2017
Q2 		$5K Hold
34
– – ﹤0.01% 210
2017
Q1 		$4.41K Hold
34
– – ﹤0.01% 218
2016
Q4 		$4.14K Hold
34
– – ﹤0.01% 220
2016
Q3 		$3.92K Hold
34
– – ﹤0.01% 229
2016
Q2 		$4.09K Sell
34
-50
-60% -$6.26K ﹤0.01% 243
2016
Q1 		$10.6K Buy
84
+50
+147% +$5.97K 0.01% 204
2015
Q4 		$4K Buy
+34
New +$3.8K ﹤0.01% 224

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

WESPAC Advisors SoCal's MCD Position: Q2 2024 in Review

WESPAC Advisors SoCal sold out of McDonald's (MCD) in Q2 2024, closing a stake of 23,233 shares — an estimated $6.55M sold.

WESPAC Advisors SoCal first reported a position in MCD in Q4 2015 and held it in 21 quarters. The position peaked at $6.84M in Q4 2023. 3,078 funds tracked by Wall St. Rank hold MCD as of Q2 2024.

  • WESPAC Advisors SoCal reported no remaining McDonald's position as of Q2 2024 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 23,233 McDonald's shares in Q2 2024, an estimated $6.55M.
  • WESPAC Advisors SoCal first reported a position in McDonald's in Q4 2015 and held it in 21 quarters.
  • WESPAC Advisors SoCal's McDonald's position peaked at $6.84M in Q4 2023.
  • 3,078 funds tracked by Wall St. Rank held McDonald's as of Q2 2024.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2024, filed 23 Jul 2024.