Insight Wealth Strategies, LLC Mcdonalds Corp Transaction History

Insight Wealth Strategies, LLC

$749 Million
Q3 2024

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 12, 2024	BUY	$246.19 - $296.51 $56,623 - $68,197	230 Added 3.28%	7,235 $2.15 Million
Q3 2023 Oct 13, 2023	BUY	$263.44 - $297.13 $125,397 - $141,433	476 Added 7.29%	7,005 $1.85 Million
Q2 2023 Jul 14, 2023	BUY	$281.9 - $298.41 $4,228 - $4,476	15 Added 0.23%	6,529 $1.95 Million
Q1 2023 Apr 06, 2023	SELL	$260.66 - $279.61 $72,984 - $78,290	-280 Reduced 4.12%	6,514 $1.82 Million
Q4 2022 Jan 06, 2023	BUY	$233.19 - $277.79 $5,829 - $6,944	25 Added 0.37%	6,794 $0
Q2 2022 Jul 01, 2022	BUY	$229.0 - $255.85 $70,761 - $79,057	309 Added 4.78%	6,769 $1.67 Million
Q1 2022 Apr 12, 2022	BUY	$222.0 - $269.69 $199,134 - $241,911	897 Added 16.12%	6,460 $1.6 Million
Q4 2021 Jan 31, 2022	BUY	$236.42 - $268.49 $186,535 - $211,838	789 Added 16.53%	5,563 $1.49 Million
Q3 2021 Oct 28, 2021	BUY	$229.26 - $248.11 $58,461 - $63,268	255 Added 5.64%	4,774 $1.15 Million
Q2 2021 Aug 12, 2021	SELL	$225.21 - $237.11 $248,181 - $261,295	-1,102 Reduced 19.61%	4,519 $1.04 Million
Q1 2021 May 12, 2021	BUY	$204.84 - $227.35 $573,756 - $636,807	2,801 Added 99.33%	5,621 $1.26 Million
Q4 2020 Feb 05, 2021	BUY	$207.76 - $229.64 $62,951 - $69,580	303 Added 12.04%	2,820 $605,000
Q3 2020 Oct 29, 2020	BUY	$183.52 - $224.81 $66,067 - $80,931	360 Added 16.69%	2,517 $552,000
Q2 2020 Jul 31, 2020	BUY	$158.17 - $202.65 $72,916 - $93,421	461 Added 27.18%	2,157 $398,000
Q1 2020 Apr 21, 2020	SELL	$137.1 - $217.46 $139,430 - $221,156	-1,017 Reduced 37.49%	1,696 $280,000
Q4 2019 Feb 21, 2020	BUY	$188.66 - $212.83 $188 - $212	1 Added 0.04%	2,713 $536,000
Q3 2019 Nov 06, 2019	SELL	$206.3 - $221.15 $332,349 - $356,272	-1,611 Reduced 37.27%	2,712 $582,000
Q2 2019 Aug 06, 2019	SELL	$188.35 - $207.66 $641,896 - $707,705	-3,408 Reduced 44.08%	4,323 $898,000
Q1 2019 Apr 24, 2019	BUY	$173.97 - $189.9 $54,278 - $59,248	312 Added 4.21%	7,731 $1.47 Million
Q4 2018 Feb 12, 2019	BUY	$162.97 - $189.26 $1.21 Million - $1.4 Million	7,419 New	7,419 $1.32 Million

Others Institutions Holding MCD

# of Institutions

3,497

Shares Held

502M

Call Options Held

9.54M

Put Options Held

8.85M

Vanguard Group Inc Valley Forge, PA

69.6M
Shares

$20.6 Billion
0.39% of portfolio
Black Rock Inc. New York, NY

50.2M
Shares

$14.9 Billion
0.29% of portfolio
State Street Corp Boston, MA

34.6M
Shares

$10.2 Billion
0.44% of portfolio
Jpmorgan Chase & CO New York, NY

26.4M
Shares

$7.81 Billion
0.66% of portfolio
Geode Capital Management, LLC Boston, MA

15.9M
Shares

$4.71 Billion
0.4% of portfolio

View Full List

About MCDONALDS CORP

Ticker MCD
Exchange NYSE
Sector Consumer Cyclical
Industry Restaurants
Shares Outstandng 735,716,992
Market Cap $218B
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

Portfolio Update

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

News

Stay updated on Insight Wealth Strategies, LLC with notifications on news.

Account