A detailed history of Cap Wealth Advisors, LLC transactions in Mcdonalds Corp stock. As of the latest transaction made, Cap Wealth Advisors, LLC holds 2,870 shares of MCD stock, worth $843,378. This represents 0.09% of its overall portfolio holdings.

Number of Shares
2,870
Previous 2,855 0.53%
Holding current value
$843,378
Previous $804,000 9.08%
% of portfolio
0.09%
Previous 0.09%

Shares

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

Aug 05, 2024

BUY
$249.37 - $280.22 $3,740 - $4,203
15 Added 0.53%
2,870 $731,000
Q1 2023

May 02, 2023

SELL
$260.66 - $279.61 $87,060 - $93,389
-334 Reduced 10.47%
2,855 $798,000
Q4 2022

Feb 01, 2023

BUY
$233.19 - $277.79 $46,638 - $55,558
200 Added 6.69%
3,189 $840,000
Q3 2022

Nov 02, 2022

SELL
$230.74 - $266.82 $44,994 - $52,029
-195 Reduced 6.12%
2,989 $690,000
Q2 2022

Aug 05, 2022

BUY
$229.0 - $255.85 $44,655 - $49,890
195 Added 6.52%
3,184 $786,000
Q1 2022

May 02, 2022

SELL
$222.0 - $269.69 $21,090 - $25,620
-95 Reduced 3.08%
2,989 $739,000
Q3 2021

Nov 09, 2021

SELL
$229.26 - $248.11 $2,292 - $2,481
-10 Reduced 0.32%
3,084 $744,000
Q2 2021

Aug 10, 2021

BUY
$225.21 - $237.11 $2,252 - $2,371
10 Added 0.32%
3,094 $715,000
Q4 2020

Feb 02, 2021

BUY
$207.76 - $229.64 $15,374 - $16,993
74 Added 2.46%
3,084 $662,000
Q2 2020

Aug 12, 2020

SELL
$158.17 - $202.65 $34,797 - $44,583
-220 Reduced 6.81%
3,010 $555,000
Q4 2018

Feb 15, 2019

BUY
$162.97 - $189.26 $9,778 - $11,355
60 Added 1.89%
3,230 $574,000
Q4 2017

Feb 15, 2018

BUY
$156.86 - $174.2 $14,901 - $16,549
95 Added 3.09%
3,170 $546,000
Q2 2017

Aug 14, 2017

BUY
N/A
3,075
3,075 $471,000

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
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