Edge Wealth Management LLC Mcdonalds Corp Transaction History

Edge Wealth Management LLC

$497 Million
Q3 2024

A detailed history of Edge Wealth Management LLC transactions in Mcdonalds Corp stock. As of the latest transaction made, Edge Wealth Management LLC holds 25,008 shares of MCD stock, worth $7.21 Million. This represents 1.53% of its overall portfolio holdings.

Number of Shares

25,008

Previous 25,198 0.75%

Holding current value

$7.21 Million

Previous $6.42 Million 18.6%

% of portfolio

1.53%

Previous 1.35%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	SELL	$245.82 - $304.51 $46,705 - $57,856	-190 Reduced 0.75%	25,008 $7.62 Million
Q2 2024 Jul 12, 2024	SELL	$249.37 - $280.22 $179,546 - $201,758	-720 Reduced 2.78%	25,198 $6.42 Million
Q1 2024 Apr 15, 2024	BUY	$278.58 - $300.53 $45,687 - $49,286	164 Added 0.64%	25,918 $7.31 Million
Q4 2023 Jan 11, 2024	BUY	$246.19 - $296.51 $14,279 - $17,197	58 Added 0.23%	25,754 $7.64 Million
Q3 2023 Oct 13, 2023	SELL	$263.44 - $297.13 $25,290 - $28,524	-96 Reduced 0.37%	25,696 $6.77 Million
Q2 2023 Jul 13, 2023	BUY	$281.9 - $298.41 $202,686 - $214,556	719 Added 2.87%	25,792 $7.7 Million
Q1 2023 Apr 17, 2023	SELL	$260.66 - $279.61 $488,998 - $524,548	-1,876 Reduced 6.96%	25,073 $7.01 Million
Q4 2022 Jan 25, 2023	SELL	$233.19 - $277.79 $509,520 - $606,971	-2,185 Reduced 7.5%	26,949 $0
Q3 2022 Oct 18, 2022	BUY	$230.74 - $266.82 $134,059 - $155,022	581 Added 2.03%	29,134 $6.77 Million
Q2 2022 Jul 22, 2022	SELL	$229.0 - $255.85 $381,056 - $425,734	-1,664 Reduced 5.51%	28,553 $7.05 Million
Q1 2022 Apr 14, 2022	BUY	$222.0 - $269.69 $694,194 - $843,320	3,127 Added 11.54%	30,217 $7.47 Million
Q4 2021 Jan 14, 2022	BUY	$236.42 - $268.49 $154,382 - $175,323	653 Added 2.47%	27,090 $7.26 Million
Q3 2021 Oct 13, 2021	BUY	$229.26 - $248.11 $255,395 - $276,394	1,114 Added 4.4%	26,437 $6.37 Million
Q2 2021 Jul 23, 2021	BUY	$225.21 - $237.11 $93,011 - $97,926	413 Added 1.66%	25,323 $5.86 Million
Q1 2021 Apr 09, 2021	BUY	$204.84 - $227.35 $251,748 - $279,413	1,229 Added 5.19%	24,910 $5.58 Million
Q4 2020 Jan 19, 2021	SELL	$207.76 - $229.64 $778,892 - $860,920	-3,749 Reduced 13.67%	23,681 $5.08 Million
Q3 2020 Oct 21, 2020	BUY	$183.52 - $224.81 $269,040 - $329,571	1,466 Added 5.65%	27,430 $6.02 Million
Q2 2020 Aug 03, 2020	BUY	$158.17 - $202.65 $3.28 Million - $4.21 Million	20,763 Added 399.21%	25,964 $4.79 Million
Q1 2020 Apr 20, 2020	BUY	$137.1 - $217.46 $252,812 - $400,996	1,844 Added 54.93%	5,201 $875,000
Q4 2019 Jan 29, 2020	BUY	$188.66 - $212.83 $38,863 - $43,842	206 Added 6.54%	3,357 $663,000
Q2 2019 Jul 15, 2019	SELL	$188.35 - $207.66 $1,883 - $2,076	-10 Reduced 0.32%	3,151 $654,000
Q2 2018 Jul 17, 2018	BUY	$155.94 - $169.48 $487,468 - $529,794	3,126 Added 8931.43%	3,161 $495,000
Q3 2017 Oct 19, 2017	BUY	$153.35 - $161.53 $5,367 - $5,653	35	35 $5,000

Others Institutions Holding MCD

# of Institutions

3,495

Shares Held

502M

Call Options Held

9.54M

Put Options Held

8.85M

View Full List

About MCDONALDS CORP

Ticker MCD
Exchange NYSE
Sector Consumer Cyclical
Industry Restaurants
Shares Outstandng 735,716,992
Market Cap $212B
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

Portfolio Update

Get notified when there are updates to the investment portfolio of Edge Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Edge Wealth Management LLC with notifications on news.

Account

Edge Wealth Management LLC Mcdonalds Corp Transaction History