A detailed history of Concentric Wealth Management, LLC transactions in Mcdonalds Corp stock. As of the latest transaction made, Concentric Wealth Management, LLC holds 2,551 shares of MCD stock, worth $749,636. This represents 0.17% of its overall portfolio holdings.

Number of Shares
2,551
Previous 2,551 -0.0%
Holding current value
$749,636
Previous $719,000 9.6%
% of portfolio
0.17%
Previous 0.19%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 14, 2024

BUY
$246.19 - $296.51 $8,616 - $10,377
35 Added 1.39%
2,551 $756,000
Q2 2023

Aug 08, 2023

SELL
$281.9 - $298.41 $28,189 - $29,841
-100 Reduced 3.82%
2,516 $750,000
Q4 2022

Feb 10, 2023

SELL
$233.19 - $277.79 $8,161 - $9,722
-35 Reduced 1.32%
2,616 $689,000
Q2 2022

Aug 12, 2022

SELL
$229.0 - $255.85 $22,900 - $25,585
-100 Reduced 3.64%
2,651 $654,000
Q1 2022

Apr 14, 2022

BUY
$222.0 - $269.69 $222 - $269
1 Added 0.04%
2,751 $680,000
Q3 2021

Nov 12, 2021

SELL
$229.26 - $248.11 $31,179 - $33,742
-136 Reduced 4.71%
2,750 $663,000
Q1 2021

May 14, 2021

SELL
$204.84 - $227.35 $15,363 - $17,051
-75 Reduced 2.53%
2,886 $647,000
Q4 2020

Feb 10, 2021

SELL
$207.76 - $229.64 $5,609 - $6,200
-27 Reduced 0.9%
2,961 $635,000
Q3 2020

Nov 12, 2020

BUY
$183.52 - $224.81 $6,606 - $8,093
36 Added 1.22%
2,988 $656,000
Q2 2020

Aug 11, 2020

SELL
$158.17 - $202.65 $7,908 - $10,132
-50 Reduced 1.67%
2,952 $545,000
Q4 2019

Feb 10, 2020

SELL
$188.66 - $212.83 $28,299 - $31,924
-150 Reduced 4.76%
3,002 $593,000
Q1 2018

May 03, 2018

SELL
$148.27 - $178.36 $18,533 - $22,295
-125 Reduced 3.81%
3,152 $493,000
Q4 2017

Feb 06, 2018

BUY
$156.86 - $174.2 $12,078 - $13,413
77 Added 2.41%
3,277 $564,000
Q3 2017

Nov 07, 2017

BUY
$153.35 - $161.53 $490,720 - $516,896
3,200
3,200 $501,000

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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