A detailed history of Carson Allaria Wealth Management, Ltd. transactions in Mcdonalds Corp stock. As of the latest transaction made, Carson Allaria Wealth Management, Ltd. holds 555 shares of MCD stock, worth $164,463. This represents 0.1% of its overall portfolio holdings.

Number of Shares
555
Previous 555 -0.0%
Holding current value
$164,463
Previous $141,000 19.86%
% of portfolio
0.1%
Previous 0.09%

Shares

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

Jul 22, 2024

BUY
$249.37 - $280.22 $249 - $280
1 Added 0.18%
555 $141,000
Q1 2024

May 07, 2024

BUY
$278.58 - $300.53 $116,167 - $125,321
417 Added 304.38%
554 $156,000
Q4 2023

Feb 08, 2024

SELL
$246.19 - $296.51 $4,677 - $5,633
-19 Reduced 12.18%
137 $40,000
Q2 2023

Aug 01, 2023

SELL
$281.9 - $298.41 $7,047 - $7,460
-25 Reduced 13.81%
156 $46,000
Q1 2023

Apr 26, 2023

BUY
$260.66 - $279.61 $260 - $279
1 Added 0.56%
181 $50,000
Q4 2022

Feb 06, 2023

BUY
$233.19 - $277.79 $24,251 - $28,890
104 Added 136.84%
180 $48,000
Q3 2022

Nov 09, 2022

SELL
$230.74 - $266.82 $158,749 - $183,572
-688 Reduced 90.05%
76 $17,000
Q2 2022

Aug 02, 2022

BUY
$229.0 - $255.85 $687 - $767
3 Added 0.39%
764 $189,000
Q1 2022

May 05, 2022

BUY
$222.0 - $269.69 $3,330 - $4,045
15 Added 2.01%
761 $188,000
Q4 2021

Feb 10, 2022

BUY
$236.42 - $268.49 $176,369 - $200,293
746 New
746 $200,000

Others Institutions Holding MCD

About MCDONALDS CORP


  • Ticker MCD
  • Exchange NYSE
  • Sector Consumer Cyclical
  • Industry Restaurants
  • Shares Outstandng 735,716,992
  • Market Cap $218B
  • 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 Carson Allaria Wealth Management, Ltd. Portfolio

Follow Carson Allaria Wealth Management, Ltd. 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 Carson Allaria Wealth Management, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Carson Allaria Wealth Management, Ltd. with notifications on news.