A detailed history of Circle Wealth Management, LLC transactions in Mcdonalds Corp stock. As of the latest transaction made, Circle Wealth Management, LLC holds 3,126 shares of MCD stock, worth $949,585. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,126
Previous 3,487 10.35%
Holding current value
$949,585
Previous $983,000 19.02%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Aug 13, 2024

SELL
$249.37 - $280.22 $90,022 - $101,159
-361 Reduced 10.35%
3,126 $796,000
Q1 2024

May 14, 2024

SELL
$278.58 - $300.53 $19,500 - $21,037
-70 Reduced 1.97%
3,487 $983,000
Q4 2023

Feb 14, 2024

SELL
$246.19 - $296.51 $5,169 - $6,226
-21 Reduced 0.59%
3,557 $1.05 Million
Q3 2023

Nov 14, 2023

BUY
$263.44 - $297.13 $10,537 - $11,885
40 Added 1.13%
3,578 $942,000
Q2 2023

Aug 11, 2023

BUY
$281.9 - $298.41 $2,255 - $2,387
8 Added 0.23%
3,538 $1.06 Million
Q1 2023

May 09, 2023

BUY
$260.66 - $279.61 $54,738 - $58,718
210 Added 6.33%
3,530 $987,000
Q4 2022

Feb 13, 2023

BUY
$233.19 - $277.79 $14,224 - $16,945
61 Added 1.87%
3,320 $874,000
Q3 2022

Nov 14, 2022

SELL
$230.74 - $266.82 $15,921 - $18,410
-69 Reduced 2.07%
3,259 $752,000
Q2 2022

Aug 12, 2022

BUY
$229.0 - $255.85 $2,290 - $2,558
10 Added 0.3%
3,328 $822,000
Q1 2022

May 16, 2022

BUY
$222.0 - $269.69 $1,554 - $1,887
7 Added 0.21%
3,318 $820,000
Q4 2021

Feb 14, 2022

SELL
$236.42 - $268.49 $143,034 - $162,436
-605 Reduced 15.45%
3,311 $887,000
Q3 2021

Nov 12, 2021

BUY
$229.26 - $248.11 $2,521 - $2,729
11 Added 0.28%
3,916 $944,000
Q2 2021

Aug 16, 2021

BUY
$225.21 - $237.11 $6,080 - $6,401
27 Added 0.7%
3,905 $902,000
Q1 2021

May 17, 2021

BUY
$204.84 - $227.35 $3,072 - $3,410
15 Added 0.39%
3,878 $869,000
Q4 2020

Feb 18, 2021

BUY
$207.76 - $229.64 $4,155 - $4,592
20 Added 0.52%
3,863 $829,000
Q3 2020

Nov 16, 2020

BUY
$183.52 - $224.81 $3,486 - $4,271
19 Added 0.5%
3,843 $844,000
Q2 2020

Aug 14, 2020

BUY
$158.17 - $202.65 $11,546 - $14,793
73 Added 1.95%
3,824 $705,000
Q1 2020

May 15, 2020

SELL
$137.1 - $217.46 $20,839 - $33,053
-152 Reduced 3.89%
3,751 $620,000
Q4 2019

Feb 24, 2020

BUY
$188.66 - $212.83 $63,389 - $71,510
336 Added 9.42%
3,903 $771,000
Q3 2019

Nov 15, 2019

BUY
$206.3 - $221.15 $3,507 - $3,759
17 Added 0.48%
3,567 $766,000
Q2 2019

Aug 14, 2019

BUY
$188.35 - $207.66 $80,425 - $88,670
427 Added 13.67%
3,550 $737,000
Q1 2019

May 15, 2019

BUY
$173.97 - $189.9 $9,220 - $10,064
53 Added 1.73%
3,123 $593,000
Q4 2018

Feb 14, 2019

SELL
$162.97 - $189.26 $814 - $946
-5 Reduced 0.16%
3,070 $545,000
Q3 2018

Nov 14, 2018

SELL
$155.41 - $167.29 $3,574 - $3,847
-23 Reduced 0.74%
3,075 $514,000
Q2 2018

Aug 15, 2018

SELL
$155.94 - $169.48 $311 - $338
-2 Reduced 0.06%
3,098 $485,000
Q1 2018

May 15, 2018

SELL
$148.27 - $178.36 $11,565 - $13,912
-78 Reduced 2.45%
3,100 $485,000
Q4 2017

Feb 14, 2018

BUY
$156.86 - $174.2 $9,568 - $10,626
61 Added 1.96%
3,178 $547,000
Q3 2017

Nov 14, 2017

BUY
$153.35 - $161.53 $477,991 - $503,489
3,117
3,117 $488,000

Others Institutions Holding MCD

About MCDONALDS CORP


  • Ticker MCD
  • Exchange NYSE
  • Sector Consumer Cyclical
  • Industry Restaurants
  • Shares Outstandng 735,716,992
  • Market Cap $223B
  • 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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