A detailed history of Heartwood Wealth Advisors LLC transactions in Mcdonalds Corp stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 3,738 shares of MCD stock, worth $1.1 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
3,738
Previous 3,738 -0.0%
Holding current value
$1.1 Million
Previous $952,000 19.54%
% of portfolio
0.13%
Previous 0.11%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 09, 2024

BUY
$249.37 - $280.22 $38,652 - $43,434
155 Added 4.33%
3,738 $952,000
Q3 2023

Oct 17, 2023

SELL
$263.44 - $297.13 $6,849 - $7,725
-26 Reduced 0.72%
3,583 $943,000
Q2 2023

Jul 19, 2023

BUY
$281.9 - $298.41 $2,819 - $2,984
10 Added 0.28%
3,609 $1.08 Million
Q1 2023

Apr 14, 2023

BUY
$260.66 - $279.61 $81,325 - $87,238
312 Added 9.49%
3,599 $1.01 Million
Q4 2022

Jan 12, 2023

BUY
$233.19 - $277.79 $169,529 - $201,953
727 Added 28.4%
3,287 $0
Q3 2022

Oct 25, 2022

SELL
$230.74 - $266.82 $3,461 - $4,002
-15 Reduced 0.58%
2,560 $591,000
Q2 2022

Jul 25, 2022

SELL
$229.0 - $255.85 $34,808 - $38,889
-152 Reduced 5.57%
2,575 $636,000
Q1 2022

Apr 26, 2022

BUY
$222.0 - $269.69 $269,064 - $326,864
1,212 Added 80.0%
2,727 $674,000
Q4 2021

Jan 12, 2022

BUY
$236.42 - $268.49 $118,682 - $134,781
502 Added 49.56%
1,515 $406,000
Q1 2021

Apr 19, 2021

BUY
$204.84 - $227.35 $207,502 - $230,305
1,013 New
1,013 $227,000

Others Institutions Holding MCD

About MCDONALDS CORP


  • Ticker MCD
  • Exchange NYSE
  • Sector Consumer Cyclical
  • Industry Restaurants
  • Shares Outstandng 735,716,992
  • Market Cap $217B
  • 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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