A detailed history of Icon Wealth Advisors, LLC transactions in Mcdonalds Corp stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 14,329 shares of MCD stock, worth $3.6 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares
14,329
Previous 12,986 10.34%
Holding current value
$3.6 Million
Previous $3.85 Million 4.94%
% of portfolio
0.38%
Previous 0.4%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024

BUY
$278.58 - $300.53 $374,132 - $403,611
1,343 Added 10.34%
14,329 $4.04 Million
Q4 2023

Feb 14, 2024

SELL
$246.19 - $296.51 $1.5 Million - $1.8 Million
-6,082 Reduced 31.9%
12,986 $3.85 Million
Q4 2022

Feb 14, 2023

BUY
$233.19 - $277.79 $3,497 - $4,166
15 Added 0.08%
19,068 $5.02 Million
Q3 2022

Jan 25, 2023

BUY
$230.74 - $266.82 $4.4 Million - $5.08 Million
19,053 New
19,053 $4.4 Million

Others Institutions Holding MCD

About MCDONALDS CORP


  • Ticker MCD
  • Exchange NYSE
  • Sector Consumer Cyclical
  • Industry Restaurants
  • Shares Outstandng 735,716,992
  • Market Cap $185B
  • 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
Track This Portfolio

Track Icon Wealth Advisors, LLC Portfolio

Follow Icon Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Icon Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Icon Wealth Advisors, LLC with notifications on news.