A detailed history of Occidental Asset Management, LLC transactions in Mcdonalds Corp stock. As of the latest transaction made, Occidental Asset Management, LLC holds 1,592 shares of MCD stock, worth $462,125. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,592
Previous 1,390 14.53%
Holding current value
$462,125
Previous $354,000 36.72%
% of portfolio
0.08%
Previous 0.06%

Shares

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

Oct 11, 2024

BUY
$245.82 - $304.51 $49,655 - $61,511
202 Added 14.53%
1,592 $484,000
Q2 2024

Jul 15, 2024

BUY
$249.37 - $280.22 $62,342 - $70,055
250 Added 21.93%
1,390 $354,000
Q1 2024

Apr 16, 2024

BUY
$278.58 - $300.53 $8,635 - $9,316
31 Added 2.8%
1,140 $321,000
Q4 2023

Jan 18, 2024

SELL
$246.19 - $296.51 $492 - $593
-2 Reduced 0.18%
1,109 $328,000
Q3 2023

Oct 18, 2023

BUY
$263.44 - $297.13 $4,478 - $5,051
17 Added 1.55%
1,111 $292,000
Q2 2022

Jul 18, 2022

SELL
$229.0 - $255.85 $4,809 - $5,372
-21 Reduced 1.88%
1,094 $270,000
Q1 2022

May 04, 2022

SELL
$222.0 - $269.69 $6,438 - $7,821
-29 Reduced 2.53%
1,115 $276,000
Q2 2021

Aug 17, 2021

SELL
$225.21 - $237.11 $19,593 - $20,628
-87 Reduced 7.07%
1,144 $264,000
Q1 2021

May 06, 2021

BUY
$204.84 - $227.35 $252,158 - $279,867
1,231 New
1,231 $276,000
Q1 2020

Apr 23, 2020

SELL
$137.1 - $217.46 $167,673 - $265,953
-1,223 Closed
0 $0
Q2 2019

Aug 02, 2019

BUY
$188.35 - $207.66 $230,352 - $253,968
1,223 New
1,223 $254,000

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
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