A detailed history of Morningstar Investment Services LLC transactions in Mcdonalds Corp stock. As of the latest transaction made, Morningstar Investment Services LLC holds 2,136 shares of MCD stock, worth $623,776. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,136
Previous 2,023 5.59%
Holding current value
$623,776
Previous $571,000 3.5%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 13, 2024

BUY
$249.37 - $280.22 $28,178 - $31,664
113 Added 5.59%
2,136 $551,000
Q1 2024

May 15, 2024

SELL
$278.58 - $300.53 $280,808 - $302,934
-1,008 Reduced 33.26%
2,023 $571,000
Q4 2023

Feb 13, 2024

BUY
$246.19 - $296.51 $517,491 - $623,264
2,102 Added 226.26%
3,031 $897,000
Q3 2023

Nov 14, 2023

BUY
$263.44 - $297.13 $5,532 - $6,239
21 Added 2.31%
929 $247,000
Q2 2023

Aug 14, 2023

BUY
$281.9 - $298.41 $255,965 - $270,956
908 New
908 $267,000
Q4 2022

Feb 10, 2023

SELL
$233.19 - $277.79 $31,713 - $37,779
-136 Reduced 9.91%
1,237 $321,000
Q3 2022

Nov 14, 2022

BUY
$230.74 - $266.82 $2,307 - $2,668
10 Added 0.73%
1,373 $358,000
Q2 2022

Aug 12, 2022

SELL
$229.0 - $255.85 $10.1 Million - $11.3 Million
-44,137 Reduced 97.0%
1,363 $336,000
Q1 2022

May 10, 2022

BUY
$222.0 - $269.69 $185,370 - $225,191
835 Added 1.87%
45,500 $11.3 Million
Q4 2021

Feb 01, 2022

SELL
$236.42 - $268.49 $15,130 - $17,183
-64 Reduced 0.14%
44,665 $12 Million
Q3 2021

Nov 12, 2021

BUY
$229.26 - $248.11 $35,764 - $38,705
156 Added 0.35%
44,729 $10.9 Million
Q2 2021

Aug 12, 2021

SELL
$225.21 - $237.11 $15.9 Million - $16.7 Million
-70,492 Reduced 61.26%
44,573 $10.3 Million
Q1 2021

May 11, 2021

SELL
$204.84 - $227.35 $1.47 Million - $1.63 Million
-7,169 Reduced 5.86%
115,065 $25.9 Million
Q4 2020

Feb 11, 2021

SELL
$207.76 - $229.64 $1.22 Million - $1.35 Million
-5,880 Reduced 4.59%
122,234 $26.2 Million
Q3 2020

Nov 10, 2020

SELL
$183.52 - $224.81 $740,136 - $906,658
-4,033 Reduced 3.05%
128,114 $28 Million
Q2 2020

Jul 30, 2020

SELL
$158.17 - $202.65 $685,192 - $877,879
-4,332 Reduced 3.17%
132,147 $24.2 Million
Q1 2020

May 04, 2020

BUY
$137.1 - $217.46 $18.6 Million - $29.4 Million
135,357 Added 12063.9%
136,479 $22.9 Million
Q4 2019

Feb 10, 2020

BUY
$188.66 - $212.83 $5,093 - $5,746
27 Added 2.47%
1,122 $222,000
Q3 2019

Nov 12, 2019

BUY
$206.3 - $221.15 $9,077 - $9,730
44 Added 4.19%
1,095 $235,000
Q2 2019

Aug 13, 2019

BUY
$188.35 - $207.66 $197,955 - $218,250
1,051 New
1,051 $218,000
Q1 2018

May 10, 2018

SELL
$148.27 - $178.36 $179,851 - $216,350
-1,213 Closed
0 $0
Q4 2017

Feb 08, 2018

BUY
$156.86 - $174.2 $190,271 - $211,304
1,213
1,213 $209,000

Others Institutions Holding MCD

About MCDONALDS CORP


  • Ticker MCD
  • Exchange NYSE
  • Sector Consumer Cyclical
  • Industry Restaurants
  • Shares Outstandng 735,716,992
  • Market Cap $215B
  • 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 Morningstar Investment Services LLC Portfolio

Follow Morningstar Investment Services 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 Morningstar Investment Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Morningstar Investment Services LLC with notifications on news.