A detailed history of Exencial Wealth Advisors, LLC transactions in Mcdonalds Corp stock. As of the latest transaction made, Exencial Wealth Advisors, LLC holds 12,374 shares of MCD stock, worth $3.67 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
12,374
Previous 13,058 5.24%
Holding current value
$3.67 Million
Previous $3.33 Million 13.26%
% of portfolio
0.14%
Previous 0.13%

Shares

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

Oct 31, 2024

SELL
$245.82 - $304.51 $168,140 - $208,284
-684 Reduced 5.24%
12,374 $3.77 Million
Q2 2024

Aug 12, 2024

SELL
$249.37 - $280.22 $138,150 - $155,241
-554 Reduced 4.07%
13,058 $3.33 Million
Q1 2024

May 10, 2024

SELL
$278.58 - $300.53 $102,238 - $110,294
-367 Reduced 2.63%
13,612 $3.84 Million
Q4 2023

Feb 13, 2024

BUY
$246.19 - $296.51 $124,572 - $150,034
506 Added 3.76%
13,979 $4.14 Million
Q3 2023

Nov 08, 2023

SELL
$263.44 - $297.13 $116,440 - $131,331
-442 Reduced 3.18%
13,473 $3.55 Million
Q2 2023

Aug 10, 2023

BUY
$281.9 - $298.41 $347,018 - $367,342
1,231 Added 9.71%
13,915 $4.15 Million
Q1 2023

May 02, 2023

BUY
$260.66 - $279.61 $112,605 - $120,791
432 Added 3.53%
12,684 $3.55 Million
Q4 2022

Feb 14, 2023

BUY
$233.19 - $277.79 $249,046 - $296,679
1,068 Added 9.55%
12,252 $3.23 Million
Q3 2022

Nov 08, 2022

BUY
$230.74 - $266.82 $119,754 - $138,479
519 Added 4.87%
11,184 $2.58 Million
Q2 2022

Aug 11, 2022

BUY
$229.0 - $255.85 $1,145 - $1,279
5 Added 0.05%
10,665 $2.63 Million
Q1 2022

May 12, 2022

SELL
$222.0 - $269.69 $272,616 - $331,179
-1,228 Reduced 10.33%
10,660 $2.64 Million
Q4 2021

Feb 10, 2022

BUY
$236.42 - $268.49 $573,318 - $651,088
2,425 Added 25.63%
11,888 $3.19 Million
Q3 2021

Nov 04, 2021

SELL
$229.26 - $248.11 $245,078 - $265,229
-1,069 Reduced 10.15%
9,463 $2.28 Million
Q2 2021

Aug 16, 2021

BUY
$225.21 - $237.11 $5,179 - $5,453
23 Added 0.22%
10,532 $2.43 Million
Q1 2021

May 06, 2021

BUY
$204.84 - $227.35 $343,311 - $381,038
1,676 Added 18.97%
10,509 $2.36 Million
Q4 2020

Feb 11, 2021

SELL
$207.76 - $229.64 $1.68 Million - $1.85 Million
-8,072 Reduced 47.75%
8,833 $1.9 Million
Q3 2020

Nov 13, 2020

BUY
$183.52 - $224.81 $1.23 Million - $1.51 Million
6,713 Added 65.87%
16,905 $3.71 Million
Q2 2020

Aug 17, 2020

BUY
$158.17 - $202.65 $920,391 - $1.18 Million
5,819 Added 133.07%
10,192 $1.88 Million
Q1 2020

May 15, 2020

SELL
$137.1 - $217.46 $183,028 - $290,309
-1,335 Reduced 23.39%
4,373 $723,000
Q4 2019

Feb 14, 2020

BUY
$188.66 - $212.83 $212,242 - $239,433
1,125 Added 24.55%
5,708 $1.13 Million
Q3 2019

Nov 13, 2019

BUY
$206.3 - $221.15 $8,870 - $9,509
43 Added 0.95%
4,583 $984,000
Q4 2018

Feb 06, 2019

BUY
$162.97 - $189.26 $107,071 - $124,343
657 Added 16.92%
4,540 $806,000
Q3 2018

Nov 05, 2018

BUY
$155.41 - $167.29 $9,324 - $10,037
60 Added 1.57%
3,883 $650,000
Q2 2018

Aug 01, 2018

SELL
$155.94 - $169.48 $5,457 - $5,931
-35 Reduced 0.91%
3,823 $599,000
Q1 2018

May 09, 2018

SELL
$148.27 - $178.36 $13,640 - $16,409
-92 Reduced 2.33%
3,858 $603,000
Q4 2017

Feb 09, 2018

BUY
$156.86 - $174.2 $15,842 - $17,594
101 Added 2.62%
3,950 $680,000
Q3 2017

Nov 08, 2017

BUY
$153.35 - $161.53 $590,244 - $621,728
3,849
3,849 $603,000

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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