A detailed history of Cassady Schiller Wealth Management, LLC transactions in Mcdonalds Corp stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 991 shares of MCD stock, worth $290,045. This represents 0.12% of its overall portfolio holdings.

Number of Shares
991
Previous 991 -0.0%
Holding current value
$290,045
Previous $252,000 19.44%
% of portfolio
0.12%
Previous 0.11%

Shares

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

Aug 12, 2024

SELL
$249.37 - $280.22 $1,745 - $1,961
-7 Reduced 0.7%
991 $252,000
Q1 2024

May 13, 2024

BUY
$278.58 - $300.53 $1,950 - $2,103
7 Added 0.71%
998 $281,000
Q4 2023

Feb 09, 2024

BUY
$246.19 - $296.51 $11,324 - $13,639
46 Added 4.87%
991 $293,000
Q1 2023

May 12, 2023

SELL
$260.66 - $279.61 $13,554 - $14,539
-52 Reduced 5.22%
945 $264,000
Q4 2022

May 16, 2023

BUY
$233.19 - $277.79 $2,331 - $2,777
10 Added 1.06%
955 $251,000
Q4 2022

Feb 13, 2023

BUY
$233.19 - $277.79 $233 - $277
1 Added 0.1%
997 $262,000
Q3 2022

Nov 09, 2022

BUY
$230.74 - $266.82 $6,922 - $8,004
30 Added 3.11%
996 $230,000
Q2 2022

Aug 11, 2022

BUY
$229.0 - $255.85 $6,641 - $7,419
29 Added 3.09%
966 $238,000
Q1 2022

May 12, 2022

BUY
$222.0 - $269.69 $444 - $539
2 Added 0.21%
937 $232,000
Q4 2021

Feb 09, 2022

BUY
$236.42 - $268.49 $221,052 - $251,038
935 New
935 $251,000

Others Institutions Holding MCD

About MCDONALDS CORP


  • Ticker MCD
  • Exchange NYSE
  • Sector Consumer Cyclical
  • Industry Restaurants
  • Shares Outstandng 735,716,992
  • Market Cap $215B
  • 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 Cassady Schiller Wealth Management, LLC Portfolio

Follow Cassady Schiller 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 Cassady Schiller Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cassady Schiller Wealth Management, LLC with notifications on news.