Marcum Wealth, LLC Mcdonalds Corp Transaction History

Marcum Wealth, LLC

$1.06 Billion
Q3 2024

A detailed history of Marcum Wealth, LLC transactions in Mcdonalds Corp stock. As of the latest transaction made, Marcum Wealth, LLC holds 6,180 shares of MCD stock, worth $1.82 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

6,180

Previous 6,447 4.14%

Holding current value

$1.82 Million

Previous $1.64 Million 14.56%

% of portfolio

0.18%

Previous 0.17%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	SELL	$245.82 - $304.51 $65,633 - $81,304	-267 Reduced 4.14%	6,180 $1.88 Million
Q2 2024 Jul 02, 2024	SELL	$249.37 - $280.22 $86,780 - $97,516	-348 Reduced 5.12%	6,447 $1.64 Million
Q1 2024 Apr 10, 2024	SELL	$278.58 - $300.53 $64,630 - $69,722	-232 Reduced 3.3%	6,795 $1.92 Million
Q4 2023 Jan 10, 2024	SELL	$246.19 - $296.51 $7,385 - $8,895	-30 Reduced 0.43%	7,027 $2.08 Million
Q3 2023 Oct 10, 2023	SELL	$263.44 - $297.13 $33,456 - $37,735	-127 Reduced 1.77%	7,057 $1.86 Million
Q2 2023 Jul 13, 2023	BUY	$281.9 - $298.41 $126,573 - $133,986	449 Added 6.67%	7,184 $2.14 Million
Q1 2023 Apr 19, 2023	BUY	$260.66 - $279.61 $7,298 - $7,829	28 Added 0.42%	6,735 $1.88 Million
Q4 2022 Jan 12, 2023	SELL	$233.19 - $277.79 $76,486 - $91,115	-328 Reduced 4.66%	6,707 $0
Q3 2022 Oct 11, 2022	BUY	$230.74 - $266.82 $60,223 - $69,640	261 Added 3.85%	7,035 $1.62 Million
Q2 2022 Jul 14, 2022	SELL	$229.0 - $255.85 $18,778 - $20,979	-82 Reduced 1.2%	6,774 $1.67 Million
Q1 2022 Apr 20, 2022	SELL	$222.0 - $269.69 $70,818 - $86,031	-319 Reduced 4.45%	6,856 $1.7 Million
Q4 2021 Feb 01, 2022	BUY	$236.42 - $268.49 $136,177 - $154,650	576 Added 8.73%	7,175 $1.92 Million
Q3 2021 Nov 08, 2021	BUY	$229.26 - $248.11 $116,693 - $126,287	509 Added 8.36%	6,599 $1.59 Million
Q2 2021 Aug 10, 2021	SELL	$225.21 - $237.11 $32,205 - $33,906	-143 Reduced 2.29%	6,090 $1.41 Million
Q1 2021 May 11, 2021	BUY	$204.84 - $227.35 $657,536 - $729,793	3,210 Added 106.19%	6,233 $1.4 Million
Q4 2020 Feb 09, 2021	BUY	$207.76 - $229.64 $338,025 - $373,624	1,627 Added 116.55%	3,023 $649,000
Q3 2020 Nov 09, 2020	SELL	$183.52 - $224.81 $26,059 - $31,923	-142 Reduced 9.23%	1,396 $306,000
Q2 2020 Aug 14, 2020	SELL	$158.17 - $202.65 $35,746 - $45,798	-226 Reduced 12.81%	1,538 $284,000
Q1 2020 May 14, 2020	BUY	$137.1 - $217.46 $65,670 - $104,163	479 Added 37.28%	1,764 $292,000
Q4 2019 Feb 13, 2020	BUY	$188.66 - $212.83 $242,428 - $273,486	1,285 New	1,285 $254,000

Others Institutions Holding MCD

# of Institutions

3,426

Shares Held

504M

Call Options Held

9.26M

Put Options Held

7.45M

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About MCDONALDS CORP

Ticker MCD
Exchange NYSE
Sector Consumer Cyclical
Industry Restaurants
Shares Outstandng 735,716,992
Market Cap $217B
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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Marcum Wealth, LLC Mcdonalds Corp Transaction History