A detailed history of 9258 Wealth Management, LLC transactions in Mcdonalds Corp stock. As of the latest transaction made, 9258 Wealth Management, LLC holds 2,921 shares of MCD stock, worth $847,907. This represents 0.13% of its overall portfolio holdings.

Number of Shares
2,921
Previous 2,959 1.28%
Holding current value
$847,907
Previous $754,000 17.9%
% of portfolio
0.13%
Previous 0.12%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$245.82 - $304.51 $9,341 - $11,571
-38 Reduced 1.28%
2,921 $889,000
Q2 2024

Aug 02, 2024

BUY
$249.37 - $280.22 $31,420 - $35,307
126 Added 4.45%
2,959 $754,000
Q1 2024

May 03, 2024

BUY
$278.58 - $300.53 $10,307 - $11,119
37 Added 1.32%
2,833 $798,000
Q4 2023

Feb 06, 2024

BUY
$246.19 - $296.51 $27,819 - $33,505
113 Added 4.21%
2,796 $829,000
Q3 2023

Nov 08, 2023

SELL
$263.44 - $297.13 $1,317 - $1,485
-5 Reduced 0.19%
2,683 $706,000
Q2 2023

Aug 08, 2023

SELL
$281.9 - $298.41 $34,391 - $36,406
-122 Reduced 4.34%
2,688 $802,000
Q1 2023

May 03, 2023

BUY
$260.66 - $279.61 $32,843 - $35,230
126 Added 4.69%
2,810 $785,000
Q4 2022

Feb 03, 2023

BUY
$233.19 - $277.79 $12,359 - $14,722
53 Added 2.01%
2,684 $707,000
Q3 2022

Nov 08, 2022

SELL
$230.74 - $266.82 $80,759 - $93,387
-350 Reduced 11.74%
2,631 $607,000
Q2 2022

Aug 04, 2022

BUY
$229.0 - $255.85 $108,088 - $120,761
472 Added 18.81%
2,981 $736,000
Q1 2022

May 13, 2022

SELL
$222.0 - $269.69 $3,330 - $4,045
-15 Reduced 0.59%
2,509 $620,000
Q4 2021

Feb 11, 2022

BUY
$236.42 - $268.49 $52,012 - $59,067
220 Added 9.55%
2,524 $677,000
Q3 2021

Nov 12, 2021

BUY
$229.26 - $248.11 $78,406 - $84,853
342 Added 17.43%
2,304 $556,000
Q2 2021

Aug 13, 2021

BUY
$225.21 - $237.11 $47,969 - $50,504
213 Added 12.18%
1,962 $453,000
Q1 2021

May 11, 2021

BUY
$204.84 - $227.35 $12,700 - $14,095
62 Added 3.68%
1,749 $392,000
Q4 2020

Feb 10, 2021

SELL
$207.76 - $229.64 $14,127 - $15,615
-68 Reduced 3.87%
1,687 $362,000
Q3 2020

Nov 13, 2020

SELL
$183.52 - $224.81 $32,483 - $39,791
-177 Reduced 9.16%
1,755 $374,000
Q2 2020

Aug 13, 2020

BUY
$158.17 - $202.65 $4,745 - $6,079
30 Added 1.58%
1,932 $356,000
Q1 2020

May 05, 2020

BUY
$137.1 - $217.46 $26,734 - $42,404
195 Added 11.42%
1,902 $354,000
Q4 2019

Feb 06, 2020

BUY
$188.66 - $212.83 $322,042 - $363,300
1,707 New
1,707 $337,000

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
Track This Portfolio

Track 9258 Wealth Management, LLC Portfolio

Follow 9258 Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of 9258 Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on 9258 Wealth Management, LLC with notifications on news.