A detailed history of Bernardo Wealth Planning LLC transactions in Mcdonalds Corp stock. As of the latest transaction made, Bernardo Wealth Planning LLC holds 1,804 shares of MCD stock, worth $530,357. This represents 0.14% of its overall portfolio holdings.

Number of Shares
1,804
Previous 1,791 0.73%
Holding current value
$530,357
Previous $456,000 24.56%
% of portfolio
0.14%
Previous 0.12%

Shares

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

Oct 18, 2024

BUY
$245.82 - $304.51 $3,195 - $3,958
13 Added 0.73%
1,804 $568,000
Q2 2024

Jul 10, 2024

SELL
$249.37 - $280.22 $58,601 - $65,851
-235 Reduced 11.6%
1,791 $456,000
Q1 2024

May 07, 2024

BUY
$278.58 - $300.53 $10,586 - $11,420
38 Added 1.91%
2,026 $571,000
Q4 2023

Jan 25, 2024

BUY
$246.19 - $296.51 $28,065 - $33,802
114 Added 6.08%
1,988 $589,000
Q3 2023

Oct 30, 2023

BUY
$263.44 - $297.13 $526 - $594
2 Added 0.11%
1,874 $493,000
Q2 2023

Jul 21, 2023

SELL
$281.9 - $298.41 $7,893 - $8,355
-28 Reduced 1.47%
1,872 $558,000
Q1 2023

May 05, 2023

BUY
$260.66 - $279.61 $7,819 - $8,388
30 Added 1.6%
1,900 $531,000
Q4 2022

Jan 30, 2023

BUY
$233.19 - $277.79 $466 - $555
2 Added 0.11%
1,870 $492,000
Q3 2022

Oct 24, 2022

BUY
$230.74 - $266.82 $230 - $266
1 Added 0.05%
1,868 $475,000
Q2 2022

Jul 29, 2022

BUY
$229.0 - $255.85 $229 - $255
1 Added 0.05%
1,867 $461,000
Q1 2022

May 06, 2022

BUY
$222.0 - $269.69 $62,382 - $75,782
281 Added 17.73%
1,866 $461,000
Q4 2021

Jan 27, 2022

BUY
$236.42 - $268.49 $472 - $536
2 Added 0.13%
1,585 $424,000
Q3 2021

Oct 15, 2021

BUY
$229.26 - $248.11 $917 - $992
4 Added 0.25%
1,583 $381,000
Q2 2021

Jul 30, 2021

SELL
$225.21 - $237.11 $4,053 - $4,267
-18 Reduced 1.13%
1,579 $364,000
Q1 2021

Apr 23, 2021

SELL
$204.84 - $227.35 $762,414 - $846,196
-3,722 Reduced 69.98%
1,597 $358,000
Q3 2020

Oct 23, 2020

BUY
$183.52 - $224.81 $93,778 - $114,877
511 Added 10.63%
5,319 $1.17 Million
Q2 2020

Aug 03, 2020

BUY
$158.17 - $202.65 $6,643 - $8,511
42 Added 0.88%
4,808 $887,000
Q1 2020

May 01, 2020

BUY
$137.1 - $217.46 $21,250 - $33,706
155 Added 3.36%
4,766 $788,000
Q4 2019

Feb 10, 2020

BUY
$188.66 - $212.83 $16,602 - $18,729
88 Added 1.95%
4,611 $911,000
Q3 2019

Nov 04, 2019

SELL
$206.3 - $221.15 $13,409 - $14,374
-65 Reduced 1.42%
4,523 $971,000
Q2 2019

Aug 13, 2019

BUY
$188.35 - $207.66 $24,862 - $27,411
132 Added 2.96%
4,588 $953,000
Q1 2019

May 08, 2019

BUY
$173.97 - $189.9 $89,594 - $97,798
515 Added 13.07%
4,456 $846,000
Q4 2018

Feb 14, 2019

BUY
$162.97 - $189.26 $642,264 - $745,873
3,941 New
3,941 $700,000

Others Institutions Holding MCD

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
Track This Portfolio

Track Bernardo Wealth Planning LLC Portfolio

Follow Bernardo Wealth Planning 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 Bernardo Wealth Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bernardo Wealth Planning LLC with notifications on news.