Clarus Wealth Advisors Mcdonalds Corp Transaction History

Clarus Wealth Advisors

$196 Million
Q3 2024

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 11, 2024	BUY	$278.58 - $300.53 $10,307 - $11,119	37 Added 3.06%	1,246 $351,000
Q4 2023 Jan 22, 2024	BUY	$246.19 - $296.51 $297,643 - $358,480	1,209 New	1,209 $358,000
Q4 2022 Jan 12, 2023	SELL	$233.19 - $277.79 $9,560 - $11,389	-41 Reduced 2.8%	1,424 $0
Q3 2022 Oct 11, 2022	BUY	$230.74 - $266.82 $66,683 - $77,110	289 Added 24.57%	1,465 $344,000
Q2 2022 Jul 13, 2022	SELL	$229.0 - $255.85 $22,442 - $25,073	-98 Reduced 7.69%	1,176 $298,000
Q1 2022 Apr 12, 2022	BUY	$222.0 - $269.69 $5,772 - $7,011	26 Added 2.08%	1,274 $319,000
Q4 2021 Jan 13, 2022	BUY	$236.42 - $268.49 $14,421 - $16,377	61 Added 5.14%	1,248 $334,000
Q3 2021 Oct 06, 2021	BUY	$229.26 - $248.11 $2,521 - $2,729	11 Added 0.94%	1,187 $291,000
Q2 2021 Jul 13, 2021	SELL	$225.21 - $237.11 $46,168 - $48,607	-205 Reduced 14.84%	1,176 $277,000
Q1 2021 Apr 12, 2021	SELL	$204.84 - $227.35 $106,311 - $117,994	-519 Reduced 27.32%	1,381 $309,000
Q4 2020 Jan 12, 2021	BUY	$207.76 - $229.64 $18,490 - $20,437	89 Added 4.91%	1,900 $407,000
Q3 2020 Oct 08, 2020	SELL	$183.52 - $224.81 $49,183 - $60,249	-268 Reduced 12.89%	1,811 $397,000
Q2 2020 Jul 09, 2020	SELL	$158.17 - $202.65 $242,316 - $310,459	-1,532 Reduced 42.43%	2,079 $383,000
Q1 2020 Apr 08, 2020	SELL	$137.1 - $217.46 $22,621 - $35,880	-165 Reduced 4.37%	3,611 $579,000
Q3 2019 Oct 11, 2019	SELL	$206.3 - $221.15 $123,573 - $132,468	-599 Reduced 13.69%	3,776 $811,000
Q2 2019 Jul 24, 2019	SELL	$188.35 - $207.66 $12,431 - $13,705	-66 Reduced 1.49%	4,375 $909,000
Q1 2019 Apr 04, 2019	SELL	$173.97 - $189.9 $37,055 - $40,448	-213 Reduced 4.58%	4,441 $843,000
Q4 2018 Feb 05, 2019	SELL	$162.97 - $189.26 $1,466 - $1,703	-9 Reduced 0.19%	4,654 $826,000
Q4 2018 Jan 08, 2019	BUY	$162.97 - $189.26 $1,466 - $1,703	9 Added 0.19%	4,663 $780,000
Q4 2018 Jan 07, 2019	SELL	$162.97 - $189.26 $1,466 - $1,703	-9 Reduced 0.19%	4,654 $826,000
Q3 2018 Oct 03, 2018	SELL	$155.41 - $167.29 $262,642 - $282,720	-1,690 Reduced 26.6%	4,663 $780,000
Q1 2018 May 11, 2018	SELL	$148.27 - $178.36 $61,828 - $74,376	-417 Reduced 6.16%	6,353 $993,000
Q4 2017 Feb 05, 2018	BUY	$156.86 - $174.2 $1.06 Million - $1.18 Million	6,770	6,770 $1.17 Million

Others Institutions Holding MCD

# of Institutions

3,497

Shares Held

502M

Call Options Held

9.54M

Put Options Held

8.85M

Vanguard Group Inc Valley Forge, PA

69.6M
Shares

$20.6 Billion
0.39% of portfolio
Black Rock Inc. New York, NY

50.2M
Shares

$14.9 Billion
0.29% of portfolio
State Street Corp Boston, MA

34.6M
Shares

$10.2 Billion
0.44% of portfolio
Jpmorgan Chase & CO New York, NY

26.4M
Shares

$7.81 Billion
0.66% of portfolio
Geode Capital Management, LLC Boston, MA

15.9M
Shares

$4.72 Billion
0.4% of portfolio

View Full List

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

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