Icon Wealth Partners, LLC Mcdonalds Corp Transaction History

Icon Wealth Partners, LLC

$878 Million
Q3 2023

A detailed history of Icon Wealth Partners, LLC transactions in Mcdonalds Corp stock. As of the latest transaction made, Icon Wealth Partners, LLC holds 13,439 shares of MCD stock, worth $3.93 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares

13,439

Previous 15,923 15.6%

Holding current value

$3.93 Million

Previous $4.75 Million 25.49%

% of portfolio

0.4%

Previous 0.5%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 14, 2023	SELL	$263.44 - $297.13 $654,384 - $738,070	-2,484 Reduced 15.6%	13,439 $3.54 Million
Q2 2023 Aug 03, 2023	SELL	$281.9 - $298.41 $584,660 - $618,902	-2,074 Reduced 11.52%	15,923 $4.75 Million
Q1 2023 May 11, 2023	SELL	$260.66 - $279.61 $150,140 - $161,055	-576 Reduced 3.1%	17,997 $5.03 Million
Q2 2022 Jul 19, 2022	SELL	$229.0 - $255.85 $25,190 - $28,143	-110 Reduced 0.59%	18,573 $4.59 Million
Q1 2022 Apr 19, 2022	BUY	$222.0 - $269.69 $376,290 - $457,124	1,695 Added 9.98%	18,683 $4.62 Million
Q4 2021 Jan 19, 2022	SELL	$236.42 - $268.49 $238,784 - $271,174	-1,010 Reduced 5.61%	16,988 $4.55 Million
Q3 2021 Nov 15, 2021	BUY	$229.26 - $248.11 $37,369 - $40,441	163 Added 0.91%	17,998 $4.34 Million
Q2 2021 Jul 30, 2021	BUY	$225.21 - $237.11 $304,934 - $321,046	1,354 Added 8.22%	17,835 $4.12 Million
Q1 2021 Apr 26, 2021	BUY	$204.84 - $227.35 $614,724 - $682,277	3,001 Added 22.26%	16,481 $3.69 Million
Q4 2020 Feb 08, 2021	BUY	$207.76 - $229.64 $339,479 - $375,231	1,634 Added 13.79%	13,480 $2.89 Million
Q3 2020 Oct 22, 2020	BUY	$183.52 - $224.81 $1.28 Million - $1.57 Million	6,964 Added 142.65%	11,846 $2.6 Million
Q2 2020 Jul 14, 2020	BUY	$158.17 - $202.65 $772,185 - $989,337	4,882 New	4,882 $901,000
Q1 2020 Apr 17, 2020	SELL	$137.1 - $217.46 $171,649 - $272,259	-1,252 Closed	0 $0
Q4 2019 Jan 29, 2020	BUY	$188.66 - $212.83 $39,807 - $44,907	211 Added 20.27%	1,252 $247,000
Q3 2019 Oct 24, 2019	BUY	$206.3 - $221.15 $214,758 - $230,217	1,041 New	1,041 $224,000
Q2 2019 Aug 13, 2019	SELL	$188.35 - $207.66 $136,553 - $150,553	-725 Closed	0 $0
Q1 2019 May 09, 2019	SELL	$173.97 - $189.9 $307,926 - $336,123	-1,770 Reduced 70.94%	725 $138,000
Q4 2018 Feb 14, 2019	BUY	$162.97 - $189.26 $406,610 - $472,203	2,495 New	2,495 $443,000
Q3 2018 Nov 14, 2018	SELL	$155.41 - $167.29 $77,860 - $83,812	-501 Closed	0 $0
Q2 2018 Aug 13, 2018	BUY	$155.94 - $169.48 $78,125 - $84,909	501 New	501 $79,000
Q1 2018 May 15, 2018	SELL	$148.27 - $178.36 $75,321 - $90,606	-508 Closed	0 $0
Q4 2017 Feb 13, 2018	BUY	$156.86 - $174.2 $79,684 - $88,493	508	508 $87,000

Others Institutions Holding MCD

# of Institutions

3,501

Shares Held

501M

Call Options Held

9.54M

Put Options Held

8.85M

View Full List

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...

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Icon Wealth Partners, LLC Mcdonalds Corp Transaction History