Bsw Wealth Partners Mcdonalds Corp Transaction History

Bsw Wealth Partners

$676 Million
Q4 2024

A detailed history of Bsw Wealth Partners transactions in Mcdonalds Corp stock. As of the latest transaction made, Bsw Wealth Partners holds 1,446 shares of MCD stock, worth $425,644. This represents 0.06% of its overall portfolio holdings.

Number of Shares

1,446

Previous 1,556 7.07%

Holding current value

$425,644

Previous $473,000 11.42%

% of portfolio

0.06%

Previous 0.07%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$288.47 - $316.54 $31,731 - $34,819	-110 Reduced 7.07%	1,446 $419,000
Q3 2024 Oct 29, 2024	SELL	$245.82 - $304.51 $448,375 - $555,426	-1,824 Reduced 53.96%	1,556 $473,000
Q2 2024 Jul 16, 2024	SELL	$249.37 - $280.22 $62,093 - $69,774	-249 Reduced 6.86%	3,380 $861,000
Q1 2024 Apr 23, 2024	SELL	$278.58 - $300.53 $24,793 - $26,747	-89 Reduced 2.39%	3,629 $1.02 Million
Q4 2023 Jan 25, 2024	BUY	$246.19 - $296.51 $19,695 - $23,720	80 Added 2.2%	3,718 $1.1 Million
Q3 2023 Oct 27, 2023	SELL	$263.44 - $297.13 $5,532 - $6,239	-21 Reduced 0.57%	3,638 $958,000
Q2 2023 Aug 11, 2023	SELL	$281.9 - $298.41 $1,127 - $1,193	-4 Reduced 0.11%	3,659 $1.09 Million
Q1 2023 May 15, 2023	BUY	$260.66 - $279.61 $51,089 - $54,803	196 Added 5.65%	3,663 $1.02 Million
Q4 2022 Feb 13, 2023	BUY	$233.19 - $277.79 $23,319 - $27,779	100 Added 2.97%	3,467 $913,000
Q3 2022 Nov 14, 2022	SELL	$230.74 - $266.82 $16,151 - $18,677	-70 Reduced 2.04%	3,367 $777,000
Q2 2022 Aug 15, 2022	SELL	$229.0 - $255.85 $2,977 - $3,326	-13 Reduced 0.38%	3,437 $849,000
Q1 2022 May 16, 2022	BUY	$222.0 - $269.69 $12,654 - $15,372	57 Added 1.68%	3,450 $853,000
Q4 2021 Feb 14, 2022	BUY	$236.42 - $268.49 $59,341 - $67,390	251 Added 7.99%	3,393 $910,000
Q3 2021 Nov 15, 2021	BUY	$229.26 - $248.11 $63,505 - $68,726	277 Added 9.67%	3,142 $758,000
Q2 2021 Aug 16, 2021	BUY	$225.21 - $237.11 $67,788 - $71,370	301 Added 11.74%	2,865 $662,000
Q1 2021 May 17, 2021	BUY	$204.84 - $227.35 $7,988 - $8,866	39 Added 1.54%	2,564 $575,000
Q4 2020 Feb 16, 2021	BUY	$207.76 - $229.64 $4,155 - $4,592	20 Added 0.8%	2,525 $542,000
Q3 2020 Nov 13, 2020	BUY	$183.52 - $224.81 $44,228 - $54,179	241 Added 10.64%	2,505 $550,000
Q2 2020 Aug 13, 2020	BUY	$158.17 - $202.65 $50,298 - $64,442	318 Added 16.34%	2,264 $418,000
Q1 2020 May 14, 2020	BUY	$137.1 - $217.46 $266,796 - $423,177	1,946 New	1,946 $322,000
Q4 2019 Feb 18, 2020	SELL	$188.66 - $212.83 $347,889 - $392,458	-1,844 Closed	0 $0
Q3 2019 Nov 12, 2019	BUY	$206.3 - $221.15 $79,631 - $85,363	386 Added 26.47%	1,844 $396,000
Q2 2019 Aug 13, 2019	BUY	$188.35 - $207.66 $274,614 - $302,768	1,458 New	1,458 $303,000

Others Institutions Holding MCD

# of Institutions

3,585

Shares Held

503M

Call Options Held

9.55M

Put Options Held

8.87M

View Full List

About MCDONALDS CORP

Ticker MCD
Exchange NYSE
Sector Consumer Cyclical
Industry Restaurants
Shares Outstandng 735,716,992
Market Cap $217B
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

Portfolio Update

Get notified when there are updates to the investment portfolio of Bsw Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Bsw Wealth Partners with notifications on news.

Account

Bsw Wealth Partners Mcdonalds Corp Transaction History