A detailed history of Rooted Wealth Advisors, Inc. transactions in Mcdonalds Corp stock. As of the latest transaction made, Rooted Wealth Advisors, Inc. holds 1,903 shares of MCD stock, worth $552,402. This represents 0.26% of its overall portfolio holdings.

Number of Shares
1,903
Previous 1,670 13.95%
Holding current value
$552,402
Previous $433,000 32.33%
% of portfolio
0.26%
Previous 0.19%

Shares

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

Nov 12, 2024

BUY
$245.82 - $304.51 $57,276 - $70,950
233 Added 13.95%
1,903 $573,000
Q2 2024

Jul 25, 2024

BUY
$249.37 - $280.22 $45,634 - $51,280
183 Added 12.31%
1,670 $433,000
Q1 2024

Apr 17, 2024

BUY
$278.58 - $300.53 $21,450 - $23,140
77 Added 5.46%
1,487 $413,000
Q4 2023

Feb 07, 2024

BUY
$246.19 - $296.51 $30,527 - $36,767
124 Added 9.64%
1,410 $401,000
Q3 2023

Nov 21, 2023

BUY
$263.44 - $297.13 $36,618 - $41,301
139 Added 12.12%
1,286 $355,000
Q2 2023

Aug 03, 2023

SELL
$281.9 - $298.41 $20,860 - $22,082
-74 Reduced 6.06%
1,147 $340,000
Q1 2023

Apr 26, 2023

BUY
$260.66 - $279.61 $40,662 - $43,619
156 Added 14.65%
1,221 $353,000
Q4 2022

Feb 13, 2023

BUY
$233.19 - $277.79 $248,347 - $295,846
1,065 New
1,065 $281,000

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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