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 10,234 shares of MCD stock, worth $3.03 Million. This represents 1.22% of its overall portfolio holdings.

Number of Shares
10,234
Previous 10,118 1.15%
Holding current value
$3.03 Million
Previous $2.58 Million 20.87%
% of portfolio
1.22%
Previous 1.05%

Shares

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

Nov 14, 2024

BUY
$245.82 - $304.51 $28,515 - $35,323
116 Added 1.15%
10,234 $3.12 Million
Q2 2024

Aug 13, 2024

BUY
$249.37 - $280.22 $221,939 - $249,395
890 Added 9.64%
10,118 $2.58 Million
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

About MCDONALDS CORP


  • Ticker MCD
  • Exchange NYSE
  • Sector Consumer Cyclical
  • Industry Restaurants
  • Shares Outstandng 735,716,992
  • Market Cap $218B
  • 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 Bell & Brown Wealth Advisors, LLC Portfolio

Follow Bell & Brown Wealth Advisors, 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 Bell & Brown Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bell & Brown Wealth Advisors, LLC with notifications on news.