A detailed history of Financial Synergies Wealth Advisors, Inc. transactions in Mcdonalds Corp stock. As of the latest transaction made, Financial Synergies Wealth Advisors, Inc. holds 2,884 shares of MCD stock, worth $844,089. This represents 0.11% of its overall portfolio holdings.

Number of Shares
2,884
Previous 2,997 3.77%
Holding current value
$844,089
Previous $764 Million 14.96%
% of portfolio
0.11%
Previous 0.1%

Shares

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

Oct 07, 2024

SELL
$245.82 - $304.51 $27,777 - $34,409
-113 Reduced 3.77%
2,884 $878 Million
Q2 2024

Jul 23, 2024

SELL
$249.37 - $280.22 $498 - $560
-2 Reduced 0.07%
2,997 $764 Million
Q1 2024

Apr 12, 2024

BUY
$278.58 - $300.53 $80,509 - $86,853
289 Added 10.66%
2,999 $846 Million
Q4 2023

Apr 04, 2024

SELL
$246.19 - $296.51 $70,902 - $85,394
-288 Reduced 9.61%
2,710 $714 Million
Q3 2023

Apr 04, 2024

BUY
$263.44 - $297.13 $46,102 - $51,997
175 Added 6.2%
2,998 $790 Million
Q2 2023

Apr 04, 2024

SELL
$281.9 - $298.41 $4,228 - $4,476
-15 Reduced 0.53%
2,823 $842 Million
Q1 2023

Apr 04, 2024

BUY
$260.66 - $279.61 $33,364 - $35,790
128 Added 4.72%
2,838 $794 Million
Q4 2022

Apr 04, 2024

BUY
$233.19 - $277.79 $37,543 - $44,724
161 Added 6.32%
2,710 $714 Million
Q2 2022

Apr 04, 2024

BUY
$229.0 - $255.85 $583,721 - $652,161
2,549 New
2,549 $629 Million

Others Institutions Holding MCD

About MCDONALDS CORP


  • Ticker MCD
  • Exchange NYSE
  • Sector Consumer Cyclical
  • Industry Restaurants
  • Shares Outstandng 735,716,992
  • Market Cap $215B
  • 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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