A detailed history of One Charles Private Wealth Services, LLC transactions in Mcdonalds Corp stock. As of the latest transaction made, One Charles Private Wealth Services, LLC holds 1,888 shares of MCD stock, worth $561,396. This represents 0.23% of its overall portfolio holdings.

Number of Shares
1,888
Previous 1,940 2.68%
Holding current value
$561,396
Previous $494,000 16.19%
% of portfolio
0.23%
Previous 0.21%

Shares

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

Nov 12, 2024

SELL
$245.82 - $304.51 $12,782 - $15,834
-52 Reduced 2.68%
1,888 $574,000
Q1 2024

May 14, 2024

BUY
$278.58 - $300.53 $27,579 - $29,752
99 Added 5.38%
1,940 $546,000
Q4 2023

Feb 06, 2024

SELL
$246.19 - $296.51 $13,786 - $16,604
-56 Reduced 2.95%
1,841 $545,000
Q3 2023

Nov 13, 2023

BUY
$263.44 - $297.13 $263 - $297
1 Added 0.05%
1,897 $499,000
Q2 2023

Aug 08, 2023

SELL
$281.9 - $298.41 $19,451 - $20,590
-69 Reduced 3.51%
1,896 $565,000
Q4 2022

Feb 06, 2023

SELL
$233.19 - $277.79 $19,121 - $22,778
-82 Reduced 4.01%
1,965 $517,000
Q3 2022

Nov 09, 2022

BUY
$230.74 - $266.82 $230 - $266
1 Added 0.05%
2,047 $472,000
Q2 2022

Aug 08, 2022

SELL
$229.0 - $255.85 $16,488 - $18,421
-72 Reduced 3.4%
2,046 $517,000
Q4 2021

Jan 27, 2022

BUY
$236.42 - $268.49 $1,891 - $2,147
8 Added 0.38%
2,118 $568,000
Q3 2021

Nov 03, 2021

BUY
$229.26 - $248.11 $229 - $248
1 Added 0.05%
2,110 $509,000
Q2 2021

Aug 10, 2021

BUY
$225.21 - $237.11 $474,967 - $500,064
2,109 New
2,109 $487,000
Q3 2020

Oct 20, 2020

SELL
$183.52 - $224.81 $388,695 - $476,147
-2,118 Closed
0 $0
Q2 2020

Aug 12, 2020

BUY
$158.17 - $202.65 $335,004 - $429,212
2,118 New
2,118 $432,000

Others Institutions Holding MCD

About MCDONALDS CORP


  • Ticker MCD
  • Exchange NYSE
  • Sector Consumer Cyclical
  • Industry Restaurants
  • Shares Outstandng 735,716,992
  • Market Cap $219B
  • 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 One Charles Private Wealth Services, LLC Portfolio

Follow One Charles Private Wealth 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 One Charles Private Wealth Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on One Charles Private Wealth Services, LLC with notifications on news.