Rockbridge Investment Management, Lcc Mcdonalds Corp Transaction History

Rockbridge Investment Management, Lcc

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	SELL	$278.58 - $300.53 $557 - $601	-2 Reduced 0.27%	736 $208 Million
Q4 2023 Feb 14, 2024	SELL	$246.19 - $296.51 $20,433 - $24,610	-83 Reduced 10.11%	738 $219 Million
Q3 2023 May 28, 2024	SELL	$263.44 - $297.13 $233,144 - $262,960	-885 Closed	0 $0
Q2 2023 May 28, 2024	BUY	$281.9 - $298.41 $3,664 - $3,879	13 Added 1.49%	885 $264,000
Q1 2023 May 28, 2024	BUY	$260.66 - $279.61 $227,295 - $243,819	872 New	872 $243,000
Q4 2022 May 28, 2024	SELL	$233.19 - $277.79 $216,633 - $258,066	-929 Closed	0 $0
Q3 2022 May 28, 2024	BUY	$230.74 - $266.82 $64,607 - $74,709	280 Added 43.14%	929 $214,000
Q2 2022 May 28, 2024	SELL	$229.0 - $255.85 $93,661 - $104,642	-409 Reduced 38.66%	649 $160,000
Q1 2022 May 28, 2024	BUY	$222.0 - $269.69 $71,484 - $86,840	322 Added 43.75%	1,058 $261,000
Q4 2021 Feb 14, 2022	BUY	$236.42 - $268.49 $26,951 - $30,607	114 Added 16.12%	821 $220,000
Q3 2021 Nov 12, 2021	BUY	$229.26 - $248.11 $59,836 - $64,756	261 Added 58.52%	707 $170,000
Q1 2021 May 20, 2021	SELL	$204.84 - $227.35 $20,484 - $22,735	-100 Reduced 18.32%	446 $100,000
Q4 2020 Mar 04, 2021	BUY	$207.76 - $229.64 $18,075 - $19,978	87 Added 18.95%	546 $117,000
Q2 2020 Aug 20, 2020	BUY	$158.17 - $202.65 $72,600 - $93,016	459 New	459 $85,000

3,375

502M

9.26M

7.45M

Ticker MCD
Exchange NYSE
Sector Consumer Cyclical
Industry Restaurants
Shares Outstandng 735,716,992
Market Cap $223B
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...

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