A detailed history of Heirloom Wealth Management transactions in Mcdonalds Corp stock. As of the latest transaction made, Heirloom Wealth Management holds 27,232 shares of MCD stock, worth $8.27 Million. This represents 2.34% of its overall portfolio holdings.

Number of Shares
27,232
Previous 27,308 0.28%
Holding current value
$8.27 Million
Previous $7.7 Million 9.87%
% of portfolio
2.34%
Previous 2.76%

Shares

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

Jul 31, 2024

SELL
$249.37 - $280.22 $18,952 - $21,296
-76 Reduced 0.28%
27,232 $6.94 Million
Q1 2024

Apr 24, 2024

SELL
$278.58 - $300.53 $178,012 - $192,038
-639 Reduced 2.29%
27,308 $7.7 Million
Q4 2023

Jan 31, 2024

BUY
$246.19 - $296.51 $138,112 - $166,342
561 Added 2.05%
27,947 $8.29 Million
Q3 2023

Oct 23, 2023

SELL
$263.44 - $297.13 $149,633 - $168,769
-568 Reduced 2.03%
27,386 $7.21 Million
Q2 2023

Aug 08, 2023

BUY
$281.9 - $298.41 $356,039 - $376,891
1,263 Added 4.73%
27,954 $8.34 Million
Q1 2023

Apr 27, 2023

BUY
$260.66 - $279.61 $3.01 Million - $3.23 Million
11,554 Added 76.33%
26,691 $7.46 Million
Q4 2022

Feb 01, 2023

BUY
$233.19 - $277.79 $3.53 Million - $4.2 Million
15,137 New
15,137 $3.99 Million

Others Institutions Holding MCD

About MCDONALDS CORP


  • Ticker MCD
  • Exchange NYSE
  • Sector Consumer Cyclical
  • Industry Restaurants
  • Shares Outstandng 735,716,992
  • Market Cap $223B
  • 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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