A detailed history of Cm Wealth Advisors LLC transactions in Mcdonalds Corp stock. As of the latest transaction made, Cm Wealth Advisors LLC holds 2,529 shares of MCD stock, worth $736,672. This represents 0.25% of its overall portfolio holdings.

Number of Shares
2,529
Previous 2,529 -0.0%
Holding current value
$736,672
Previous $644,000 19.57%
% of portfolio
0.25%
Previous 0.31%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
$249.37 - $280.22 $302,984 - $340,467
1,215 Added 92.47%
2,529 $644,000
Q1 2024

May 13, 2024

SELL
$278.58 - $300.53 $237,350 - $256,051
-852 Reduced 39.34%
1,314 $370,000
Q3 2023

Nov 16, 2023

SELL
$263.44 - $297.13 $52,688 - $59,426
-200 Reduced 8.45%
2,166 $570,000
Q2 2023

Aug 15, 2023

BUY
$281.9 - $298.41 $49,896 - $52,818
177 Added 8.09%
2,366 $706,000
Q1 2023

May 01, 2023

BUY
$260.66 - $279.61 $570,584 - $612,066
2,189 New
2,189 $635,000
Q4 2022

May 04, 2023

SELL
$233.19 - $277.79 $5,363 - $6,389
-23 Reduced 1.05%
2,166 $571 Million
Q3 2022

May 11, 2023

SELL
$230.74 - $266.82 $5,307 - $6,136
-23 Reduced 1.05%
2,166 $500 Million
Q2 2022

May 09, 2023

SELL
$229.0 - $255.85 $1,832 - $2,046
-8 Reduced 0.37%
2,181 $538 Million

Others Institutions Holding MCD

About MCDONALDS CORP


  • Ticker MCD
  • Exchange NYSE
  • Sector Consumer Cyclical
  • Industry Restaurants
  • Shares Outstandng 735,716,992
  • Market Cap $214B
  • Description
  • McDonald's Corporation operates and franchises McDonald's restaurants in the United States and internationally. Its restaurants offer hamburgers and cheeseburgers, chicken sandwiches and nuggets, wraps, fries, salads, oatmeal, shakes, desserts, sundaes, soft serve cones, bakery items, soft drinks, coffee, and beverages and other beverages, as we...
More about MCD
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