A detailed history of Blue Bell Private Wealth Management, LLC transactions in Mcdonalds Corp stock. As of the latest transaction made, Blue Bell Private Wealth Management, LLC holds 186 shares of MCD stock, worth $54,657. This represents 0.01% of its overall portfolio holdings.

Number of Shares
186
Previous 163 14.11%
Holding current value
$54,657
Previous $45,000 4.44%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 05, 2024

BUY
$249.37 - $280.22 $5,735 - $6,445
23 Added 14.11%
186 $47,000
Q1 2024

Apr 24, 2024

BUY
$278.58 - $300.53 $557 - $601
2 Added 1.24%
163 $45,000
Q4 2023

Jan 25, 2024

BUY
$246.19 - $296.51 $9,355 - $11,267
38 Added 30.89%
161 $47,000
Q3 2023

Oct 30, 2023

BUY
$263.44 - $297.13 $11,064 - $12,479
42 Added 51.85%
123 $32,000
Q3 2022

Nov 08, 2022

SELL
$230.74 - $266.82 $2,307 - $2,668
-10 Reduced 10.99%
81 $19,000
Q4 2021

Jan 26, 2022

BUY
$236.42 - $268.49 $21,514 - $24,432
91 New
91 $24,000

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 Blue Bell Private Wealth Management, LLC Portfolio

Follow Blue Bell Private Wealth Management, 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 Blue Bell Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Blue Bell Private Wealth Management, LLC with notifications on news.