A detailed history of Bergan Kdv Wealth Management, LLC transactions in Mcdonalds Corp stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 4,662 shares of MCD stock, worth $1.38 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
4,662
Previous 5,077 8.17%
Holding current value
$1.38 Million
Previous $1.42 Million 1.97%
% of portfolio
0.14%
Previous 0.15%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 24, 2023

SELL
$281.9 - $298.41 $116,988 - $123,840
-415 Reduced 8.17%
4,662 $1.39 Million
Q1 2023

Apr 27, 2023

SELL
$260.66 - $279.61 $657,645 - $705,456
-2,523 Reduced 33.2%
5,077 $1.42 Million
Q4 2022

Jan 31, 2023

SELL
$233.19 - $277.79 $722,655 - $860,871
-3,099 Reduced 28.97%
7,600 $2 Million
Q3 2022

Oct 24, 2022

BUY
$230.74 - $266.82 $603,846 - $698,267
2,617 Added 32.38%
10,699 $2.47 Million
Q2 2022

Jul 13, 2022

BUY
$229.0 - $255.85 $915,313 - $1.02 Million
3,997 Added 97.85%
8,082 $2 Million
Q1 2022

May 09, 2022

SELL
$222.0 - $269.69 $111,666 - $135,654
-503 Reduced 10.96%
4,085 $1.01 Million
Q4 2021

Jan 28, 2022

BUY
$236.42 - $268.49 $244,458 - $277,618
1,034 Added 29.09%
4,588 $1.23 Million
Q3 2021

Nov 12, 2021

BUY
$229.26 - $248.11 $337,699 - $365,466
1,473 Added 70.78%
3,554 $857,000
Q2 2021

Aug 10, 2021

BUY
$225.21 - $237.11 $6,080 - $6,401
27 Added 1.31%
2,081 $481,000
Q1 2021

May 11, 2021

SELL
$204.84 - $227.35 $55,511 - $61,611
-271 Reduced 11.66%
2,054 $460,000
Q4 2020

Feb 04, 2021

BUY
$207.76 - $229.64 $28,047 - $31,001
135 Added 6.16%
2,325 $499,000
Q3 2020

Nov 05, 2020

SELL
$183.52 - $224.81 $6,973 - $8,542
-38 Reduced 1.71%
2,190 $481,000
Q2 2020

Aug 13, 2020

SELL
$158.17 - $202.65 $7,592 - $9,727
-48 Reduced 2.11%
2,228 $411,000
Q1 2020

Apr 24, 2020

BUY
$137.1 - $217.46 $5,346 - $8,480
39 Added 1.74%
2,276 $376,000
Q4 2019

Feb 10, 2020

BUY
$188.66 - $212.83 $38,109 - $42,991
202 Added 9.93%
2,237 $442,000
Q3 2018

Nov 09, 2018

SELL
$155.41 - $167.29 $777 - $836
-5 Reduced 0.25%
2,035 $340,000
Q2 2018

Jul 23, 2018

BUY
$155.94 - $169.48 $29,160 - $31,692
187 Added 10.09%
2,040 $320,000
Q1 2018

May 03, 2018

SELL
$148.27 - $178.36 $33,509 - $40,309
-226 Reduced 10.87%
1,853 $290,000
Q4 2017

Jan 16, 2018

SELL
$156.86 - $174.2 $17,725 - $19,684
-113 Reduced 5.16%
2,079 $358,000
Q3 2017

Oct 18, 2017

BUY
$153.35 - $161.53 $336,143 - $354,073
2,192
2,192 $343,000

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
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