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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
Q4 		– Sell
-2,400
Closed -$731K – 98
2024
Q3 		$731K Sell
2,400
-100
-4% -$27.6K 0.21% 85
2024
Q2 		$637K Sell
2,500
-400
-14% -$106K 0.12% 130
2024
Q1 		$818K Sell
2,900
-6,200
-68% -$1.8M 0.03% 161
2023
Q4 		$2.7M Buy
9,100
+7,200
+379% +$1.96M 0.1% 96
2023
Q3 		$501K Sell
1,900
-400
-17% -$114K 0.04% 254
2023
Q2 		$686K Buy
+2,300
New +$668K 0.03% 203
2023
Q1 		– Sell
-3,300
Closed -$870K – 502
2022
Q4 		$870K Buy
+3,300
New +$871K 0.08% 186
2019
Q1 		– Sell
-11,200
Closed -$84K – 369
2018
Q4 		$84K Buy
+11,200
New +$1.99M 0.04% 178

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.