Merriman Wealth Management, LLC Mcdonalds Corp Transaction History

Merriman Wealth Management, LLC

$2.16 Billion
Q1 2024

A detailed history of Merriman Wealth Management, LLC transactions in Mcdonalds Corp stock. As of the latest transaction made, Merriman Wealth Management, LLC holds 1,744 shares of MCD stock, worth $432,145. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,744

Previous 1,301 34.05%

Holding current value

$432,145

Previous $385,000 27.53%

% of portfolio

0.02%

Previous 0.02%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 14, 2024	BUY	$278.58 - $300.53 $123,410 - $133,134	443 Added 34.05%	1,744 $491,000
Q4 2023 Feb 13, 2024	BUY	$246.19 - $296.51 $15,756 - $18,976	64 Added 5.17%	1,301 $385,000
Q2 2023 Aug 14, 2023	SELL	$281.9 - $298.41 $7,329 - $7,758	-26 Reduced 2.06%	1,237 $369,000
Q1 2023 May 04, 2023	BUY	$260.66 - $279.61 $260 - $279	1 Added 0.08%	1,263 $353,000
Q4 2022 Feb 13, 2023	BUY	$233.19 - $277.79 $74,620 - $88,892	320 Added 33.97%	1,262 $332,000

Q3 2022 Oct 26, 2022	SELL	$230.74 - $266.82 $59,761 - $69,106	-259 Reduced 21.57%	942 $217,000
Q2 2022 Jul 29, 2022	SELL	$229.0 - $255.85 $4,809 - $5,372	-21 Reduced 1.72%	1,201 $296,000
Q1 2022 Apr 28, 2022	BUY	$222.0 - $269.69 $1,110 - $1,348	5 Added 0.41%	1,222 $302,000
Q4 2021 Feb 01, 2022	BUY	$236.42 - $268.49 $54,849 - $62,289	232 Added 23.55%	1,217 $326,000
Q4 2021 Feb 01, 2022	BUY	$236.42 - $268.49 $232,873 - $264,462	985 New	985 $228,000
Q3 2021 Nov 09, 2021	SELL	$229.26 - $248.11 $225,821 - $244,388	-985 Closed	0 $0
Q2 2021 Jul 28, 2021	BUY	$225.21 - $237.11 $221,831 - $233,553	985 New	985 $228,000
Q1 2021 May 10, 2021	SELL	$204.84 - $227.35 $481,374 - $534,272	-2,350 Closed	0 $0
Q4 2020 Feb 10, 2021	BUY	$207.76 - $229.64 $278,398 - $307,717	1,340 Added 132.67%	2,350 $505,000
Q3 2020 Oct 26, 2020	SELL	$183.52 - $224.81 $45,880 - $56,202	-250 Reduced 19.84%	1,010 $222,000
Q2 2020 Jul 31, 2020	SELL	$158.17 - $202.65 $211,947 - $271,551	-1,340 Reduced 51.54%	1,260 $232,000
Q4 2019 Jan 23, 2020	BUY	$188.66 - $212.83 $35,090 - $39,586	186 Added 7.71%	2,600 $514,000
Q3 2019 Oct 18, 2019	SELL	$206.3 - $221.15 $20,217 - $21,672	-98 Reduced 3.9%	2,414 $518,000
Q2 2019 Jul 31, 2019	BUY	$188.35 - $207.66 $11,866 - $13,082	63 Added 2.57%	2,512 $5.18 Million
Q1 2019 Apr 23, 2019	SELL	$173.97 - $189.9 $82,983 - $90,582	-477 Reduced 16.3%	2,449 $465,000
Q4 2018 Jan 28, 2019	BUY	$162.97 - $189.26 $5,703 - $6,624	35 Added 1.21%	2,926 $522,000
Q3 2018 Nov 06, 2018	SELL	$155.41 - $167.29 $14,763 - $15,892	-95 Reduced 3.18%	2,891 $484,000
Q2 2018 Aug 10, 2018	SELL	$155.94 - $169.48 $4,678 - $5,084	-30 Reduced 0.99%	2,986 $468,000
Q1 2018 Apr 10, 2018	BUY	$148.27 - $178.36 $37,808 - $45,481	255 Added 9.24%	3,016 $472,000
Q4 2017 Feb 05, 2018	BUY	$156.86 - $174.2 $183,839 - $204,162	1,172 Added 73.76%	2,761 $475,000
Q2 2017 Aug 07, 2017	BUY	N/A	1,589	1,589 $243,000

Others Institutions Holding MCD

# of Institutions

3,405

Shares Held

494M

Call Options Held

7.54M

Put Options Held

5.07M

View Full List

About MCDONALDS CORP

Ticker MCD
Exchange NYSE
Sector Consumer Cyclical
Industry Restaurants
Shares Outstandng 735,716,992
Market Cap $182B
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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Merriman Wealth Management, LLC Mcdonalds Corp Transaction History