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WR Wealth Planners’s McDonald's MCD Stock Holding History

WR Wealth Planners’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 		$723K Sell
2,493
-35
-1% -$10.4K 0.23% 66
2024
Q3 		$770K Buy
2,528
+12
+0.5% +$3.31K 0.21% 75
2024
Q2 		$641K Sell
2,516
-136
-5% -$36.1K 0.2% 84
2024
Q1 		$748K Sell
2,652
-198
-7% -$57.6K 0.23% 63
2023
Q4 		$845K Buy
2,850
+18
+0.6% +$4.9K 0.31% 56
2023
Q3 		$746K Sell
2,832
-22
-0.8% -$6.28K 0.28% 58
2023
Q2 		$852K Buy
2,854
+49
+2% +$14.2K 0.33% 53
2023
Q1 		$784K Buy
2,805
+2,516
+871% +$674K 0.34% 51
2022
Q4 		$76.1K Buy
289
+1
+0.3% +$264 0.05% 149
2022
Q3 		$66.4K Sell
288
-276
-49% -$70.5K 0.05% 146
2022
Q2 		$139K Buy
564
+278
+97% +$68.5K 0.09% 111
2022
Q1 		$70.8K Buy
+286
New +$71.2K 0.04% 151

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

WR Wealth Planners's MCD Position: Q4 2024 in Review

WR Wealth Planners reduced its McDonald's (MCD) stake by 1.4% in Q4 2024, selling an estimated $10.4K and leaving 2,493 shares worth $723K. The position accounts for 0.23% of the portfolio, ranked #66.

WR Wealth Planners first reported a position in MCD in Q1 2022 and has held it in 12 quarters since. The position peaked at $852K in Q2 2023. 3,386 funds tracked by Wall St. Rank hold MCD as of Q4 2024.

  • WR Wealth Planners held 2,493 shares of McDonald's worth $723K as of Q4 2024.
  • WR Wealth Planners sold 35 McDonald's shares in Q4 2024, an estimated $10.4K.
  • McDonald's made up 0.23% of WR Wealth Planners's portfolio in Q4 2024, its #66 holding.
  • WR Wealth Planners first reported a position in McDonald's in Q1 2022 and has held it in 12 quarters since.
  • WR Wealth Planners's McDonald's position peaked at $852K in Q2 2023.
  • 3,386 funds tracked by Wall St. Rank held McDonald's as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.