Accretive Wealth Partners, LLC Mcdonalds Corp Transaction History

Accretive Wealth Partners, LLC

$236 Million
Q2 2024

A detailed history of Accretive Wealth Partners, LLC transactions in Mcdonalds Corp stock. As of the latest transaction made, Accretive Wealth Partners, LLC holds 6,213 shares of MCD stock, worth $1.83 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares

6,213

Previous 6,140 1.19%

Holding current value

$1.83 Million

Previous $1.73 Million 8.55%

% of portfolio

0.67%

Previous 0.76%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 05, 2024	BUY	$249.37 - $280.22 $18,204 - $20,456	73 Added 1.19%	6,213 $1.58 Million
Q1 2024 May 06, 2024	BUY	$278.58 - $300.53 $1,114 - $1,202	4 Added 0.07%	6,140 $1.73 Million
Q4 2023 Feb 06, 2024	SELL	$246.19 - $296.51 $9,847 - $11,860	-40 Reduced 0.65%	6,136 $1.82 Million
Q3 2023 Nov 06, 2023	BUY	$263.44 - $297.13 $11,854 - $13,370	45 Added 0.73%	6,176 $1.63 Million
Q2 2023 Aug 07, 2023	BUY	$281.9 - $298.41 $26,216 - $27,752	93 Added 1.54%	6,131 $1.83 Million
Q1 2023 May 04, 2023	BUY	$260.66 - $279.61 $8,341 - $8,947	32 Added 0.53%	6,038 $1.69 Million
Q4 2022 Feb 13, 2023	BUY	$233.19 - $277.79 $15,157 - $18,056	65 Added 1.09%	6,006 $1.58 Million
Q3 2022 Nov 14, 2022	SELL	$230.74 - $266.82 $5,307 - $6,136	-23 Reduced 0.39%	5,941 $1.37 Million
Q2 2022 Aug 12, 2022	BUY	$229.0 - $255.85 $31,831 - $35,563	139 Added 2.39%	5,964 $1.47 Million
Q1 2022 May 12, 2022	BUY	$222.0 - $269.69 $25,752 - $31,284	116 Added 2.03%	5,825 $1.44 Million
Q4 2021 Feb 14, 2022	BUY	$236.42 - $268.49 $39,718 - $45,106	168 Added 3.03%	5,709 $1.53 Million
Q3 2021 Nov 12, 2021	BUY	$229.26 - $248.11 $44,476 - $48,133	194 Added 3.63%	5,541 $1.34 Million
Q2 2021 Aug 13, 2021	BUY	$225.21 - $237.11 $133,999 - $141,080	595 Added 12.52%	5,347 $1.24 Million
Q1 2021 May 17, 2021	BUY	$204.84 - $227.35 $30,930 - $34,329	151 Added 3.28%	4,752 $1.07 Million
Q4 2020 Feb 12, 2021	BUY	$207.76 - $229.64 $955,903 - $1.06 Million	4,601 New	4,601 $987,000

Others Institutions Holding MCD

# of Institutions

3,373

Shares Held

502M

Call Options Held

9.26M

Put Options Held

7.45M

View Full List

About MCDONALDS CORP

Ticker MCD
Exchange NYSE
Sector Consumer Cyclical
Industry Restaurants
Shares Outstandng 735,716,992
Market Cap $216B
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...

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Accretive Wealth Partners, LLC Mcdonalds Corp Transaction History