A detailed history of Marotta Asset Management transactions in Mcdonalds Corp stock. As of the latest transaction made, Marotta Asset Management holds 1,804 shares of MCD stock, worth $451,000. This represents 0.11% of its overall portfolio holdings.

Number of Shares
1,804
Previous 1,946 7.3%
Holding current value
$451,000
Previous $577,000 11.96%
% of portfolio
0.11%
Previous 0.12%

Shares

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

Apr 02, 2024

SELL
$278.58 - $300.53 $39,558 - $42,675
-142 Reduced 7.3%
1,804 $508,000
Q4 2023

Jan 03, 2024

SELL
$246.19 - $296.51 $32,743 - $39,435
-133 Reduced 6.4%
1,946 $577,000
Q3 2023

Oct 11, 2023

BUY
$263.44 - $297.13 $13,172 - $14,856
50 Added 2.46%
2,079 $547,000
Q2 2023

Jul 05, 2023

SELL
$281.9 - $298.41 $12,403 - $13,130
-44 Reduced 2.12%
2,029 $605,000
Q4 2022

Jan 03, 2023

SELL
$233.19 - $277.79 $9,327 - $11,111
-40 Reduced 1.89%
2,073 $0
Q2 2022

Jul 21, 2022

SELL
$229.0 - $255.85 $34,579 - $38,633
-151 Reduced 6.67%
2,113 $521,000
Q1 2022

Apr 08, 2022

BUY
$222.0 - $269.69 $15,096 - $18,338
68 Added 3.1%
2,264 $559,000
Q4 2021

Jan 13, 2022

SELL
$236.42 - $268.49 $3,309 - $3,758
-14 Reduced 0.63%
2,196 $588,000
Q3 2021

Oct 21, 2021

BUY
$229.26 - $248.11 $28,886 - $31,261
126 Added 6.05%
2,210 $532,000
Q2 2021

Jul 09, 2021

BUY
$225.21 - $237.11 $12,611 - $13,278
56 Added 2.76%
2,084 $481,000
Q1 2021

Apr 09, 2021

BUY
$204.84 - $227.35 $13,314 - $14,777
65 Added 3.31%
2,028 $454,000
Q4 2019

Feb 04, 2020

BUY
$188.66 - $212.83 $370,339 - $417,785
1,963 New
1,963 $387,000

Others Institutions Holding MCD

About MCDONALDS CORP


  • Ticker MCD
  • Exchange NYSE
  • Sector Consumer Cyclical
  • Industry Restaurants
  • Shares Outstandng 735,716,992
  • Market Cap $184B
  • 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 Marotta Asset Management Portfolio

Follow Marotta Asset Management 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 Marotta Asset Management, based on Form 13F filings with the SEC.

News

Stay updated on Marotta Asset Management with notifications on news.