A detailed history of Cabot Wealth Management Inc transactions in Mcdonalds Corp stock. As of the latest transaction made, Cabot Wealth Management Inc holds 975 shares of MCD stock, worth $286,513. This represents 0.03% of its overall portfolio holdings.

Number of Shares
975
Previous 975 -0.0%
Holding current value
$286,513
Previous $274,000 9.49%
% of portfolio
0.03%
Previous 0.04%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 26, 2023

BUY
$263.44 - $297.13 $18,704 - $21,096
71 Added 7.85%
975 $257,000
Q4 2022

Jan 31, 2023

SELL
$233.19 - $277.79 $149,707 - $178,341
-642 Reduced 41.53%
904 $238,000
Q3 2022

Oct 19, 2022

SELL
$230.74 - $266.82 $3,461 - $4,002
-15 Reduced 0.96%
1,546 $357,000
Q2 2022

Aug 01, 2022

BUY
$229.0 - $255.85 $3,435 - $3,837
15 Added 0.97%
1,561 $385,000
Q1 2021

Apr 20, 2021

BUY
$204.84 - $227.35 $316,682 - $351,483
1,546 New
1,546 $347,000
Q4 2020

Feb 02, 2021

SELL
$207.76 - $229.64 $190,100 - $210,120
-915 Closed
0 $0
Q3 2020

Nov 05, 2020

BUY
$183.52 - $224.81 $167,920 - $205,701
915 New
915 $201,000
Q4 2018

Feb 12, 2019

SELL
$162.97 - $189.26 $312,250 - $362,622
-1,916 Closed
0 $0
Q2 2018

Aug 09, 2018

BUY
$155.94 - $169.48 $298,781 - $324,723
1,916 New
1,916 $300,000

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 Cabot Wealth Management Inc Portfolio

Follow Cabot Wealth Management Inc 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 Cabot Wealth Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Cabot Wealth Management Inc with notifications on news.