A detailed history of Heritage Financial Services, LLC transactions in Mcdonalds Corp stock. As of the latest transaction made, Heritage Financial Services, LLC holds 5,374 shares of MCD stock, worth $1.58 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
5,374
Previous 2,876 86.86%
Holding current value
$1.58 Million
Previous $732,000 123.5%
% of portfolio
0.22%
Previous 0.11%

Shares

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

Oct 23, 2024

BUY
$245.82 - $304.51 $614,058 - $760,665
2,498 Added 86.86%
5,374 $1.64 Million
Q2 2024

Jul 23, 2024

SELL
$249.37 - $280.22 $2,244 - $2,521
-9 Reduced 0.31%
2,876 $732,000
Q1 2024

May 14, 2024

SELL
$278.58 - $300.53 $10,028 - $10,819
-36 Reduced 1.23%
2,885 $813,000
Q4 2023

Feb 02, 2024

BUY
$246.19 - $296.51 $33,481 - $40,325
136 Added 4.88%
2,921 $866,000
Q3 2023

Oct 19, 2023

SELL
$263.44 - $297.13 $26,344 - $29,713
-100 Reduced 3.47%
2,785 $733,000
Q1 2023

May 10, 2023

BUY
$260.66 - $279.61 $20,852 - $22,368
80 Added 2.85%
2,885 $806,000
Q4 2022

Jan 27, 2023

BUY
$233.19 - $277.79 $18,888 - $22,500
81 Added 2.97%
2,805 $0
Q3 2022

Nov 03, 2022

SELL
$230.74 - $266.82 $41,763 - $48,294
-181 Reduced 6.23%
2,724 $628,000
Q2 2022

Jul 19, 2022

SELL
$229.0 - $255.85 $5,496 - $6,140
-24 Reduced 0.82%
2,905 $717,000
Q1 2022

Aug 30, 2022

BUY
$222.0 - $269.69 $12,876 - $15,642
58 Added 2.02%
2,929 $724,000
Q4 2021

Aug 26, 2022

BUY
$236.42 - $268.49 $678,761 - $770,834
2,871 New
2,871 $769,000

Others Institutions Holding MCD

About MCDONALDS CORP


  • Ticker MCD
  • Exchange NYSE
  • Sector Consumer Cyclical
  • Industry Restaurants
  • Shares Outstandng 735,716,992
  • Market Cap $216B
  • 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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