A detailed history of Montz Harcus Wealth Management LLC transactions in Mcdonalds Corp stock. As of the latest transaction made, Montz Harcus Wealth Management LLC holds 1,853 shares of MCD stock, worth $537,888. This represents 0.33% of its overall portfolio holdings.

Number of Shares
1,853
Previous 1,861 0.43%
Holding current value
$537,888
Previous $474,000 18.99%
% of portfolio
0.33%
Previous 0.31%

Shares

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

Oct 24, 2024

SELL
$245.82 - $304.51 $1,966 - $2,436
-8 Reduced 0.43%
1,853 $564,000
Q2 2024

Jul 19, 2024

BUY
$249.37 - $280.22 $8,727 - $9,807
35 Added 1.92%
1,861 $474,000
Q1 2024

May 07, 2024

BUY
$278.58 - $300.53 $5,850 - $6,311
21 Added 1.16%
1,826 $514,000
Q4 2023

Jan 22, 2024

BUY
$246.19 - $296.51 $3,939 - $4,744
16 Added 0.89%
1,805 $535,000
Q3 2023

Nov 14, 2023

SELL
$263.44 - $297.13 $5,532 - $6,239
-21 Reduced 1.16%
1,789 $471,000
Q2 2023

Jul 21, 2023

BUY
$281.9 - $298.41 $12,685 - $13,428
45 Added 2.55%
1,810 $540,000
Q1 2023

Apr 25, 2023

BUY
$260.66 - $279.61 $260 - $279
1 Added 0.06%
1,765 $493,000
Q4 2022

Jan 20, 2023

BUY
$233.19 - $277.79 $2,098 - $2,500
9 Added 0.51%
1,764 $0
Q3 2022

Nov 02, 2022

BUY
$230.74 - $266.82 $2,076 - $2,401
9 Added 0.52%
1,755 $405,000
Q2 2022

Jul 18, 2022

BUY
$229.0 - $255.85 $14,198 - $15,862
62 Added 3.68%
1,746 $431,000
Q1 2022

May 05, 2022

BUY
$222.0 - $269.69 $20,868 - $25,350
94 Added 5.91%
1,684 $416,000
Q4 2021

Mar 24, 2022

BUY
$236.42 - $268.49 $375,907 - $426,899
1,590 New
1,590 $426,000

Others Institutions Holding MCD

About MCDONALDS CORP


  • Ticker MCD
  • Exchange NYSE
  • Sector Consumer Cyclical
  • Industry Restaurants
  • Shares Outstandng 735,716,992
  • Market Cap $214B
  • 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 Montz Harcus Wealth Management LLC Portfolio

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

News

Stay updated on Montz Harcus Wealth Management LLC with notifications on news.