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XR Securities’s McDonald's MCD Stock Holding History

XR Securities’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
-1,093
Closed -$301K – 207
2024
Q2 		$279K Buy
1,093
+159
+17% +$42.2K 0.05% 197
2024
Q1 		$263K Sell
934
-2,109
-69% -$613K 0.01% 273
2023
Q4 		$902K Buy
+3,043
New +$828K 0.03% 201
2023
Q1 		– Sell
-1,290
Closed -$346K – 501
2022
Q4 		$340K Sell
1,290
-1,137
-47% -$300K 0.03% 346
2022
Q3 		$560K Buy
+2,427
New +$620K 0.31% 67
2021
Q1 		– Sell
-1,726
Closed -$370K – 530
2020
Q4 		$370K Sell
1,726
-2,530
-59% -$550K 0.03% 115
2020
Q3 		$934K Buy
+4,256
New +$874K 0.08% 27
2019
Q2 		– Sell
-1,121
Closed -$213K – 325
2019
Q1 		$213K Sell
1,121
-1,152
-51% -$209K 0.03% 150
2018
Q4 		$404K Buy
+2,273
New +$403K 0.18% 77

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

XR Securities's MCD Position: Q3 2024 in Review

XR Securities sold out of McDonald's (MCD) in Q3 2024, closing a stake of 1,093 shares — an estimated $301K sold.

XR Securities first reported a position in MCD in Q4 2018 and held it in 9 quarters. The position peaked at $934K in Q3 2020. 3,163 funds tracked by Wall St. Rank hold MCD as of Q3 2024.

  • XR Securities reported no remaining McDonald's position as of Q3 2024 after selling out during the quarter.
  • XR Securities sold 1,093 McDonald's shares in Q3 2024, an estimated $301K.
  • XR Securities first reported a position in McDonald's in Q4 2018 and held it in 9 quarters.
  • XR Securities's McDonald's position peaked at $934K in Q3 2020.
  • 3,163 funds tracked by Wall St. Rank held McDonald's as of Q3 2024.

Based on XR Securities's 13F filing for Q3 2024, filed 25 Oct 2024.