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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
Q1 		– Sell
-5,800
Closed -$1.72M – 398
2023
Q4 		$1.72M Sell
5,800
-500
-8% -$136K 0.06% 128
2023
Q3 		$1.66M Buy
6,300
+4,800
+320% +$1.37M 0.13% 118
2023
Q2 		$448K Buy
1,500
+600
+67% +$174K 0.02% 248
2023
Q1 		$252K Sell
900
-700
-44% -$188K 0.01% 349
2022
Q4 		$422K Buy
+1,600
New +$422K 0.04% 310
2020
Q4 		– Sell
-12,100
Closed -$27K – 463
2020
Q3 		$27K Sell
12,100
-200
-2% -$41.1K ﹤0.01% 210
2020
Q2 		$200K Sell
12,300
-10,200
-45% -$1.87M 0.02% 137
2020
Q1 		$204K Buy
+22,500
New +$4.43M 0.02% 121
2019
Q1 		– Sell
-31,800
Closed -$46K – 368
2018
Q4 		$46K Buy
31,800
+15,400
+94% +$2.73M 0.02% 213
2018
Q3 		$279K Buy
16,400
+2,000
+14% +$321K 0.07% 134
2018
Q2 		$186K Buy
+14,400
New +$2.33M 0.07% 140

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.