A detailed history of Modera Wealth Management, LLC transactions in Mcdonalds Corp stock. As of the latest transaction made, Modera Wealth Management, LLC holds 26,268 shares of MCD stock, worth $7.78 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
26,268
Previous 20,551 27.82%
Holding current value
$7.78 Million
Previous $5.24 Million 52.72%
% of portfolio
0.1%
Previous 0.08%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024

BUY
$245.82 - $304.51 $1.41 Million - $1.74 Million
5,717 Added 27.82%
26,268 $8 Million
Q2 2024

Jul 29, 2024

BUY
$249.37 - $280.22 $265,828 - $298,714
1,066 Added 5.47%
20,551 $5.24 Million
Q1 2024

May 14, 2024

BUY
$278.58 - $300.53 $235,400 - $253,947
845 Added 4.53%
19,485 $5.49 Million
Q4 2023

Feb 14, 2024

SELL
$246.19 - $296.51 $33,728 - $40,621
-137 Reduced 0.73%
18,640 $5.53 Million
Q3 2023

Nov 01, 2023

SELL
$263.44 - $297.13 $32,666 - $36,844
-124 Reduced 0.66%
18,777 $4.95 Million
Q2 2023

Aug 07, 2023

BUY
$281.9 - $298.41 $1.53 Million - $1.62 Million
5,430 Added 40.31%
18,901 $5.64 Million
Q1 2023

May 05, 2023

BUY
$260.66 - $279.61 $222,864 - $239,066
855 Added 6.78%
13,471 $3.77 Million
Q4 2022

Feb 07, 2023

BUY
$233.19 - $277.79 $42,440 - $50,557
182 Added 1.46%
12,616 $3.32 Million
Q3 2022

Nov 01, 2022

BUY
$230.74 - $266.82 $2,768 - $3,201
12 Added 0.1%
12,434 $2.87 Million
Q2 2022

Jul 27, 2022

SELL
$229.0 - $255.85 $67,555 - $75,475
-295 Reduced 2.32%
12,422 $3.07 Million
Q1 2022

May 03, 2022

SELL
$222.0 - $269.69 $219,780 - $266,993
-990 Reduced 7.22%
12,717 $3.15 Million
Q4 2021

Feb 04, 2022

SELL
$236.42 - $268.49 $1.7 Million - $1.94 Million
-7,211 Reduced 34.47%
13,707 $3.68 Million
Q3 2021

Nov 04, 2021

SELL
$229.26 - $248.11 $46,310 - $50,118
-202 Reduced 0.96%
20,918 $5.04 Million
Q2 2021

Aug 02, 2021

BUY
$225.21 - $237.11 $11,485 - $12,092
51 Added 0.24%
21,120 $4.88 Million
Q1 2021

Apr 29, 2021

SELL
$204.84 - $227.35 $348,023 - $386,267
-1,699 Reduced 7.46%
21,069 $4.72 Million
Q4 2020

Feb 11, 2021

BUY
$207.76 - $229.64 $4.25 Million - $4.7 Million
20,450 Added 882.23%
22,768 $4.89 Million
Q3 2020

Nov 12, 2020

SELL
$183.52 - $224.81 $5,322 - $6,519
-29 Reduced 1.24%
2,318 $509,000
Q2 2020

Aug 12, 2020

BUY
$158.17 - $202.65 $41,915 - $53,702
265 Added 12.73%
2,347 $433,000
Q1 2020

May 12, 2020

BUY
$137.1 - $217.46 $95,147 - $150,917
694 Added 50.0%
2,082 $344,000
Q4 2019

Feb 05, 2020

SELL
$188.66 - $212.83 $4,527 - $5,107
-24 Reduced 1.7%
1,388 $274,000
Q2 2019

Aug 07, 2019

BUY
$188.35 - $207.66 $4,708 - $5,191
25 Added 1.8%
1,412 $293,000
Q1 2019

May 13, 2019

SELL
$173.97 - $189.9 $33,576 - $36,650
-193 Reduced 12.22%
1,387 $263,000
Q4 2018

Feb 14, 2019

BUY
$162.97 - $189.26 $31,453 - $36,527
193 Added 13.91%
1,580 $281,000
Q3 2018

Nov 13, 2018

SELL
$155.41 - $167.29 $1,087 - $1,171
-7 Reduced 0.5%
1,387 $232,000
Q2 2018

Aug 10, 2018

SELL
$155.94 - $169.48 $4,210 - $4,575
-27 Reduced 1.9%
1,394 $218,000
Q1 2018

May 10, 2018

SELL
$148.27 - $178.36 $296 - $356
-2 Reduced 0.14%
1,421 $222,000
Q4 2017

Feb 05, 2018

BUY
$156.86 - $174.2 $1,411 - $1,567
9 Added 0.64%
1,423 $245,000
Q2 2017

Aug 10, 2017

BUY
N/A
1,414
1,414 $217,000

Others Institutions Holding MCD

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

Track Modera Wealth Management, LLC Portfolio

Follow Modera Wealth Management, LLC 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 Modera Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Modera Wealth Management, LLC with notifications on news.