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Woodward Financial Advisors’s McDonald's MCD Stock Holding History

Woodward Financial 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
Q1 		– Sell
-710
Closed -$211K – 56
2023
Q4 		$211K Buy
+710
New +$193K 0.14% 51
2023
Q3 		– Sell
-681
Closed -$203K – 51
2023
Q2 		$203K Buy
+681
New +$198K 0.15% 48

Other funds holding MCD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Woodward Financial Advisors's MCD Position: Q1 2024 in Review

Woodward Financial Advisors sold out of McDonald's (MCD) in Q1 2024, closing a stake of 710 shares — an estimated $211K sold.

Woodward Financial Advisors first reported a position in MCD in Q2 2023 and held it in 2 quarters. The position peaked at $211K in Q4 2023. 3,172 funds tracked by Wall St. Rank hold MCD as of Q1 2024.

  • Woodward Financial Advisors reported no remaining McDonald's position as of Q1 2024 after selling out during the quarter.
  • Woodward Financial Advisors sold 710 McDonald's shares in Q1 2024, an estimated $211K.
  • Woodward Financial Advisors first reported a position in McDonald's in Q2 2023 and held it in 2 quarters.
  • Woodward Financial Advisors's McDonald's position peaked at $211K in Q4 2023.
  • 3,172 funds tracked by Wall St. Rank held McDonald's as of Q1 2024.

Based on Woodward Financial Advisors's 13F filing for Q1 2024, filed 1 Oct 2026.