Bell & Brown Wealth Advisors, LLC Mcdonalds Corp Transaction History

Bell & Brown Wealth Advisors, LLC

$234 Million
Q1 2024

A detailed history of Bell & Brown Wealth Advisors, LLC transactions in Mcdonalds Corp stock. As of the latest transaction made, Bell & Brown Wealth Advisors, LLC holds 9,228 shares of MCD stock, worth $2.35 Million. This represents 1.11% of its overall portfolio holdings.

Number of Shares

9,228

Previous 9,288 0.65%

Holding current value

$2.35 Million

Previous $2.75 Million 5.52%

% of portfolio

1.11%

Previous 1.28%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	SELL	$278.58 - $300.53 $16,714 - $18,031	-60 Reduced 0.65%	9,228 $2.6 Million
Q4 2023 Feb 12, 2024	SELL	$246.19 - $296.51 $16,002 - $19,273	-65 Reduced 0.69%	9,288 $2.75 Million
Q2 2023 Aug 15, 2023	SELL	$281.9 - $298.41 $40,593 - $42,971	-144 Reduced 1.52%	9,353 $2.79 Million
Q1 2023 Apr 14, 2023	SELL	$260.66 - $279.61 $260 - $279	-1 Reduced 0.01%	9,497 $2.66 Million
Q4 2022 Feb 10, 2023	SELL	$233.19 - $277.79 $699 - $833	-3 Reduced 0.03%	9,498 $2.5 Million

Q3 2022 Oct 26, 2022	SELL	$230.74 - $266.82 $47,301 - $54,698	-205 Reduced 2.11%	9,501 $2.19 Million
Q2 2022 Jul 22, 2022	SELL	$229.0 - $255.85 $99,844 - $111,550	-436 Reduced 4.3%	9,706 $2.4 Million
Q1 2022 May 02, 2022	BUY	$222.0 - $269.69 $14,208 - $17,260	64 Added 0.64%	10,142 $2.51 Million
Q4 2021 Feb 10, 2022	BUY	$236.42 - $268.49 $145,871 - $165,658	617 Added 6.52%	10,078 $2.63 Million
Q3 2021 Nov 12, 2021	BUY	$229.26 - $248.11 $283,823 - $307,160	1,238 Added 15.06%	9,461 $2.28 Million
Q3 2020 Oct 23, 2020	BUY	$183.52 - $224.81 $163,883 - $200,755	893 Added 12.18%	8,223 $1.88 Million
Q2 2020 Aug 07, 2020	BUY	$158.17 - $202.65 $117,362 - $150,366	742 Added 11.26%	7,330 $1.46 Million
Q1 2020 May 11, 2020	BUY	$137.1 - $217.46 $11,790 - $18,701	86 Added 1.32%	6,588 $1.19 Million
Q4 2019 Jan 17, 2020	BUY	$188.66 - $212.83 $1,509 - $1,702	8 Added 0.12%	6,502 $1.36 Million
Q3 2019 Oct 09, 2019	SELL	$206.3 - $221.15 $8,870 - $9,509	-43 Reduced 0.66%	6,494 $1.36 Million
Q2 2019 Aug 06, 2019	SELL	$188.35 - $207.66 $376 - $415	-2 Reduced 0.03%	6,537 $1.36 Million
Q1 2019 May 13, 2019	SELL	$173.97 - $189.9 $3,653 - $3,987	-21 Reduced 0.32%	6,539 $1.24 Million
Q4 2018 Feb 22, 2019	SELL	$162.97 - $189.26 $1.62 Million - $1.89 Million	-9,960 Reduced 60.29%	6,560 $1.17 Million
Q4 2018 Feb 07, 2019	BUY	$162.97 - $189.26 $1.6 Million - $1.86 Million	9,836 Added 147.16%	16,520 $2.93 Million
Q3 2018 Nov 13, 2018	BUY	$155.41 - $167.29 $41,960 - $45,168	270 Added 4.21%	6,684 $1.18 Million
Q2 2018 Jul 31, 2018	SELL	$155.94 - $169.48 $19,648 - $21,354	-126 Reduced 1.93%	6,414 $1.01 Million
Q1 2018 May 02, 2018	BUY	$148.27 - $178.36 $16,457 - $19,797	111 Added 1.73%	6,540 $1.07 Million
Q4 2017 Feb 13, 2018	BUY	$156.86 - $174.2 $1.01 Million - $1.12 Million	6,429	6,429 $1.11 Million

Others Institutions Holding MCD

# of Institutions

3,403

Shares Held

494M

Call Options Held

7.54M

Put Options Held

5.07M

View Full List

About MCDONALDS CORP

Ticker MCD
Exchange NYSE
Sector Consumer Cyclical
Industry Restaurants
Shares Outstandng 735,716,992
Market Cap $187B
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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Bell & Brown Wealth Advisors, LLC Mcdonalds Corp Transaction History