A detailed history of Confluence Wealth Services, Inc. transactions in Mcdonalds Corp stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 10,504 shares of MCD stock, worth $3.11 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
10,504
Previous 9,722 8.04%
Holding current value
$3.11 Million
Previous $2.48 Million 29.11%
% of portfolio
0.24%
Previous 0.2%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024

BUY
$245.82 - $304.51 $192,231 - $238,126
782 Added 8.04%
10,504 $3.2 Million
Q2 2024

Jul 31, 2024

BUY
$249.37 - $280.22 $141,891 - $159,445
569 Added 6.22%
9,722 $2.48 Million
Q1 2024

Apr 22, 2024

SELL
$278.58 - $300.53 $303,652 - $327,577
-1,090 Reduced 10.64%
9,153 $2.58 Million
Q4 2023

Jan 25, 2024

SELL
$246.19 - $296.51 $29,050 - $34,988
-118 Reduced 1.14%
10,243 $3.04 Million
Q3 2023

Nov 01, 2023

SELL
$263.44 - $297.13 $183,881 - $207,396
-698 Reduced 6.31%
10,361 $2.73 Million
Q2 2023

Aug 01, 2023

SELL
$281.9 - $298.41 $1,691 - $1,790
-6 Reduced 0.05%
11,059 $3.3 Million
Q1 2023

May 11, 2023

BUY
$260.66 - $279.61 $137,107 - $147,074
526 Added 4.99%
11,065 $3.09 Million
Q4 2022

Feb 10, 2023

BUY
$233.19 - $277.79 $10,493 - $12,500
45 Added 0.43%
10,539 $2.78 Million
Q3 2022

Nov 08, 2022

SELL
$230.74 - $266.82 $774,824 - $895,981
-3,358 Reduced 24.24%
10,494 $2.42 Million
Q2 2022

Aug 15, 2022

BUY
$229.0 - $255.85 $368,003 - $411,150
1,607 Added 13.12%
13,852 $3.59 Million
Q1 2022

Apr 26, 2022

SELL
$222.0 - $269.69 $22,200 - $26,969
-100 Reduced 0.81%
12,245 $3.03 Million
Q4 2021

Feb 10, 2022

BUY
$236.42 - $268.49 $2.92 Million - $3.31 Million
12,345 New
12,345 $3.31 Million

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
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