A detailed history of Balboa Wealth Partners transactions in Mcdonalds Corp stock. As of the latest transaction made, Balboa Wealth Partners holds 2,670 shares of MCD stock, worth $775,047. This represents 0.21% of its overall portfolio holdings.

Number of Shares
2,670
Previous 3,433 22.23%
Holding current value
$775,047
Previous $874,000 6.98%
% of portfolio
0.21%
Previous 0.24%

Shares

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

Nov 06, 2024

SELL
$245.82 - $304.51 $187,560 - $232,341
-763 Reduced 22.23%
2,670 $813,000
Q2 2024

Aug 13, 2024

BUY
$249.37 - $280.22 $170,818 - $191,950
685 Added 24.93%
3,433 $874,000
Q1 2024

May 13, 2024

SELL
$278.58 - $300.53 $283,037 - $305,338
-1,016 Reduced 26.99%
2,748 $774,000
Q4 2023

Feb 09, 2024

BUY
$246.19 - $296.51 $294,443 - $354,625
1,196 Added 46.57%
3,764 $1.12 Million
Q3 2023

Oct 23, 2023

SELL
$263.44 - $297.13 $110,381 - $124,497
-419 Reduced 14.03%
2,568 $676,000
Q2 2023

Aug 08, 2023

SELL
$281.9 - $298.41 $9,302 - $9,847
-33 Reduced 1.09%
2,987 $891,000
Q1 2023

May 11, 2023

BUY
$260.66 - $279.61 $111,041 - $119,113
426 Added 16.42%
3,020 $844,000
Q4 2022

Feb 14, 2023

BUY
$233.19 - $277.79 $89,544 - $106,671
384 Added 17.38%
2,594 $683,000
Q3 2022

Jan 04, 2023

BUY
$230.74 - $266.82 $509,935 - $589,672
2,210 New
2,210 $510,000

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
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