Beam Wealth Advisors, Inc. Mcdonalds Corp Transaction History

Beam Wealth Advisors, Inc.

$303 Million
Q2 2024

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 30, 2024	BUY	$278.58 - $300.53 $38,722 - $41,773	139 Added 6.86%	2,166 $610,000
Q4 2023 Jan 30, 2024	BUY	$246.19 - $296.51 $4,431 - $5,337	18 Added 0.9%	2,027 $601,000
Q3 2023 Oct 26, 2023	BUY	$263.44 - $297.13 $1,317 - $1,485	5 Added 0.25%	2,009 $529,000
Q2 2023 Jul 26, 2023	BUY	$281.9 - $298.41 $5,638 - $5,968	20 Added 1.01%	2,004 $598,000
Q1 2023 Apr 26, 2023	SELL	$260.66 - $279.61 $1,563 - $1,677	-6 Reduced 0.3%	1,984 $554,000
Q4 2022 Jan 20, 2023	SELL	$233.19 - $277.79 $466 - $555	-2 Reduced 0.1%	1,990 $0
Q3 2022 Oct 20, 2022	BUY	$230.74 - $266.82 $10,152 - $11,740	44 Added 2.26%	1,992 $460,000
Q2 2022 Aug 01, 2022	BUY	$229.0 - $255.85 $916 - $1,023	4 Added 0.21%	1,948 $481,000
Q1 2022 Apr 26, 2022	BUY	$222.0 - $269.69 $431,568 - $524,277	1,944 New	1,944 $481,000
Q4 2021 Jan 14, 2022	SELL	$236.42 - $268.49 $314,675 - $357,360	-1,331 Closed	0 $0
Q3 2021 Oct 14, 2021	BUY	$229.26 - $248.11 $25,218 - $27,292	110 Added 9.01%	1,331 $321,000
Q2 2021 Jul 13, 2021	BUY	$225.21 - $237.11 $1,126 - $1,185	5 Added 0.41%	1,221 $282,000
Q1 2021 May 17, 2021	BUY	$204.84 - $227.35 $28,063 - $31,146	137 Added 12.7%	1,216 $272,000
Q4 2020 Jan 26, 2021	SELL	$207.76 - $229.64 $31,579 - $34,905	-152 Reduced 12.35%	1,079 $232,000
Q3 2020 Oct 07, 2020	SELL	$183.52 - $224.81 $367 - $449	-2 Reduced 0.16%	1,231 $270,000
Q2 2020 Jul 07, 2020	BUY	$158.17 - $202.65 $195,023 - $249,867	1,233 New	1,233 $232,000
Q1 2020 Apr 08, 2020	SELL	$137.1 - $217.46 $161,366 - $255,950	-1,177 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$188.66 - $212.83 $222,052 - $250,500	1,177 New	1,177 $233,000

Others Institutions Holding MCD

# of Institutions

3,373

Shares Held

502M

Call Options Held

9.26M

Put Options Held

7.45M

Vanguard Group Inc Valley Forge, PA

69.5M
Shares

$20.4 Billion
0.35% of portfolio
Black Rock Inc. New York, NY

50.2M
Shares

$14.7 Billion
0.29% of portfolio
State Street Corp Boston, MA

34.6M
Shares

$10.2 Billion
0.39% of portfolio
Jpmorgan Chase & CO New York, NY

18.4M
Shares

$5.4 Billion
0.41% of portfolio
Geode Capital Management, LLC Boston, MA

15.7M
Shares

$4.61 Billion
0.36% of portfolio

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...

More about MCD

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