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Wetzel Investment Advisors’s McDonald's MCD Stock Holding History

Wetzel Investment 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 		– Sell
-108
Closed -$30.5K – 578
2024
Q2 		$30.5K Sell
108
-72
-40% -$19.1K 0.02% 294
2024
Q1 		$48.8K Sell
180
-24
-12% -$6.98K 0.03% 253
2023
Q4 		$60K Buy
+204
New +$55.5K 0.04% 230

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

Wetzel Investment Advisors's MCD Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of McDonald's (MCD) in Q3 2024, closing a stake of 108 shares — an estimated $30.5K sold.

Wetzel Investment Advisors first reported a position in MCD in Q4 2023 and held it in 3 quarters. The position peaked at $60K in Q4 2023. 3,164 funds tracked by Wall St. Rank hold MCD as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining McDonald's position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 108 McDonald's shares in Q3 2024, an estimated $30.5K.
  • Wetzel Investment Advisors first reported a position in McDonald's in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's McDonald's position peaked at $60K in Q4 2023.
  • 3,164 funds tracked by Wall St. Rank held McDonald's as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.