A detailed history of Robertson Stephens Wealth Management, LLC transactions in Mcdonalds Corp stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 10,376 shares of MCD stock, worth $2.99 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
10,376
Previous 10,115 2.58%
Holding current value
$2.99 Million
Previous $2.58 Million 22.58%
% of portfolio
0.12%
Previous 0.13%

Shares

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

Nov 12, 2024

BUY
$245.82 - $304.51 $64,159 - $79,477
261 Added 2.58%
10,376 $3.16 Million
Q2 2024

Aug 13, 2024

SELL
$249.37 - $280.22 $49,624 - $55,763
-199 Reduced 1.93%
10,115 $2.58 Million
Q1 2024

May 15, 2024

SELL
$278.58 - $300.53 $1.29 Million - $1.39 Million
-4,625 Reduced 30.96%
10,314 $2.91 Million
Q4 2023

Feb 06, 2024

SELL
$246.19 - $296.51 $2.16 Million - $2.6 Million
-8,757 Reduced 36.96%
14,939 $4.43 Million
Q3 2023

Nov 13, 2023

BUY
$263.44 - $297.13 $2.03 Million - $2.29 Million
7,711 Added 48.24%
23,696 $6.24 Million
Q2 2023

Aug 11, 2023

SELL
$281.9 - $298.41 $2.58 Million - $2.73 Million
-9,159 Reduced 36.43%
15,985 $4.77 Million
Q1 2023

May 11, 2023

BUY
$260.66 - $279.61 $4.73 Million - $5.08 Million
18,157 Added 259.87%
25,144 $7.03 Million
Q4 2022

Feb 14, 2023

BUY
$233.19 - $277.79 $4,430 - $5,278
19 Added 0.27%
6,987 $1.84 Million
Q3 2022

Nov 14, 2022

BUY
$230.74 - $266.82 $461 - $533
2 Added 0.03%
6,968 $1.61 Million
Q2 2022

Aug 12, 2022

BUY
$229.0 - $255.85 $8,015 - $8,954
35 Added 0.5%
6,966 $1.72 Million
Q1 2022

May 16, 2022

BUY
$222.0 - $269.69 $303,252 - $368,396
1,366 Added 24.55%
6,931 $1.71 Million
Q4 2021

Feb 14, 2022

BUY
$236.42 - $268.49 $162,184 - $184,184
686 Added 14.06%
5,565 $1.49 Million
Q3 2021

Nov 10, 2021

SELL
$229.26 - $248.11 $17,653 - $19,104
-77 Reduced 1.55%
4,879 $1.18 Million
Q2 2021

Aug 17, 2021

SELL
$225.21 - $237.11 $205,166 - $216,007
-911 Reduced 15.53%
4,956 $1.14 Million
Q1 2021

May 07, 2021

BUY
$204.84 - $227.35 $688,672 - $764,350
3,362 Added 134.21%
5,867 $1.32 Million
Q3 2020

Nov 10, 2020

BUY
$183.52 - $224.81 $143,329 - $175,576
781 Added 45.3%
2,505 $549,000
Q2 2020

Aug 12, 2020

SELL
$158.17 - $202.65 $158,170 - $202,650
-1,000 Reduced 36.71%
1,724 $318,000
Q1 2020

May 01, 2020

BUY
$137.1 - $217.46 $133,672 - $212,023
975 Added 55.75%
2,724 $450,000
Q4 2019

Feb 14, 2020

BUY
$188.66 - $212.83 $65,842 - $74,277
349 Added 24.93%
1,749 $345,000
Q3 2019

Nov 14, 2019

BUY
$206.3 - $221.15 $288,820 - $309,610
1,400 New
1,400 $301,000

Others Institutions Holding MCD

About MCDONALDS CORP


  • Ticker MCD
  • Exchange NYSE
  • Sector Consumer Cyclical
  • Industry Restaurants
  • Shares Outstandng 735,716,992
  • Market Cap $212B
  • 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 Robertson Stephens Wealth Management, LLC Portfolio

Follow Robertson Stephens 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 Robertson Stephens Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Robertson Stephens Wealth Management, LLC with notifications on news.