A detailed history of Monterey Private Wealth, Inc. transactions in Mcdonalds Corp stock. As of the latest transaction made, Monterey Private Wealth, Inc. holds 1,367 shares of MCD stock, worth $405,356. This represents 0.13% of its overall portfolio holdings.

Number of Shares
1,367
Previous 1,234 10.78%
Holding current value
$405,356
Previous $347,000 0.29%
% of portfolio
0.13%
Previous 0.14%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 08, 2024

BUY
$249.37 - $280.22 $33,166 - $37,269
133 Added 10.78%
1,367 $348,000
Q1 2024

Apr 09, 2024

BUY
$278.58 - $300.53 $6,964 - $7,513
25 Added 2.07%
1,234 $347,000
Q4 2023

Jan 12, 2024

BUY
$246.19 - $296.51 $246 - $296
1 Added 0.08%
1,209 $358,000
Q3 2023

Oct 10, 2023

BUY
$263.44 - $297.13 $5,268 - $5,942
20 Added 1.68%
1,208 $318,000
Q2 2023

Jul 11, 2023

SELL
$281.9 - $298.41 $7,329 - $7,758
-26 Reduced 2.14%
1,188 $354,000
Q1 2023

Apr 06, 2023

BUY
$260.66 - $279.61 $4,431 - $4,753
17 Added 1.42%
1,214 $339,000
Q4 2022

Jan 20, 2023

SELL
$233.19 - $277.79 $3,731 - $4,444
-16 Reduced 1.32%
1,197 $0
Q3 2022

Oct 11, 2022

SELL
$230.74 - $266.82 $5,768 - $6,670
-25 Reduced 2.02%
1,213 $284,000
Q2 2022

Jul 13, 2022

BUY
$229.0 - $255.85 $34,808 - $38,889
152 Added 14.0%
1,238 $306,000
Q1 2022

Apr 08, 2022

BUY
$222.0 - $269.69 $222 - $269
1 Added 0.09%
1,086 $270,000
Q4 2021

Jan 18, 2022

BUY
$236.42 - $268.49 $236 - $268
1 Added 0.09%
1,085 $291,000
Q3 2021

Oct 08, 2021

BUY
$229.26 - $248.11 $9,858 - $10,668
43 Added 4.13%
1,084 $266,000
Q2 2021

Aug 30, 2021

BUY
$225.21 - $237.11 $225 - $237
1 Added 0.1%
1,041 $240,000
Q1 2021

Apr 28, 2021

BUY
$204.84 - $227.35 $204 - $227
1 Added 0.1%
1,040 $242,000
Q4 2020

Feb 16, 2021

BUY
$207.76 - $229.64 $10,595 - $11,711
51 Added 5.16%
1,039 $223,000
Q4 2020

Feb 11, 2021

SELL
$207.76 - $229.64 $10,388 - $11,482
-50 Reduced 4.82%
988 $217,000
Q3 2020

Feb 24, 2021

BUY
$183.52 - $224.81 $190,493 - $233,352
1,038 New
1,038 $228,000
Q1 2020

Feb 24, 2021

SELL
$137.1 - $217.46 $172,197 - $273,129
-1,256 Closed
0 $0
Q4 2019

Feb 24, 2021

BUY
$188.66 - $212.83 $236,956 - $267,314
1,256 New
1,256 $248,000

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
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