A detailed history of Sage Private Wealth Group, LLC transactions in Mcdonalds Corp stock. As of the latest transaction made, Sage Private Wealth Group, LLC holds 1,312 shares of MCD stock, worth $386,121. This represents 0.29% of its overall portfolio holdings.

Number of Shares
1,312
Previous 1,147 14.39%
Holding current value
$386,121
Previous $349,000 8.88%
% of portfolio
0.29%
Previous 0.28%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025

BUY
$288.47 - $316.54 $47,597 - $52,229
165 Added 14.39%
1,312 $380,000
Q3 2024

Jan 29, 2025

BUY
$245.82 - $304.51 $2,949 - $3,654
12 Added 1.06%
1,147 $349,000
Q2 2024

Jan 29, 2025

SELL
$249.37 - $280.22 $37,904 - $42,593
-152 Reduced 11.81%
1,135 $289,000
Q1 2024

Jan 29, 2025

SELL
$278.58 - $300.53 $37,886 - $40,872
-136 Reduced 9.56%
1,287 $362,000
Q4 2023

Jan 29, 2025

SELL
$246.19 - $296.51 $5,169 - $6,226
-21 Reduced 1.45%
1,423 $421,000
Q3 2023

Jan 29, 2025

BUY
$263.44 - $297.13 $8,693 - $9,805
33 Added 2.34%
1,444 $380,000
Q2 2023

Jan 29, 2025

SELL
$281.9 - $298.41 $13,531 - $14,323
-48 Reduced 3.29%
1,411 $421,000
Q1 2023

Jan 29, 2025

SELL
$260.66 - $279.61 $37,013 - $39,704
-142 Reduced 8.87%
1,459 $407,000
Q4 2022

Jan 29, 2025

BUY
$233.19 - $277.79 $932 - $1,111
4 Added 0.25%
1,601 $421,000
Q3 2022

Nov 08, 2022

SELL
$230.74 - $266.82 $1,384 - $1,600
-6 Reduced 0.37%
1,597 $369,000
Q2 2022

Aug 01, 2022

SELL
$229.0 - $255.85 $23,129 - $25,840
-101 Reduced 5.93%
1,603 $396,000
Q1 2022

May 13, 2022

BUY
$222.0 - $269.69 $3,774 - $4,584
17 Added 1.01%
1,704 $421,000
Q4 2021

Jan 24, 2022

BUY
$236.42 - $268.49 $5,674 - $6,443
24 Added 1.44%
1,687 $452,000
Q3 2021

Nov 02, 2021

SELL
$229.26 - $248.11 $4,585 - $4,962
-20 Reduced 1.19%
1,663 $401,000
Q2 2021

Aug 16, 2021

BUY
$225.21 - $237.11 $15,764 - $16,597
70 Added 4.34%
1,683 $389,000
Q1 2021

May 18, 2021

BUY
$204.84 - $227.35 $9,832 - $10,912
48 Added 3.07%
1,613 $361,000
Q4 2020

Mar 02, 2021

BUY
$207.76 - $229.64 $325,144 - $359,386
1,565 New
1,565 $336,000

Others Institutions Holding MCD

About MCDONALDS CORP


  • Ticker MCD
  • Exchange NYSE
  • Sector Consumer Cyclical
  • Industry Restaurants
  • Shares Outstandng 735,716,992
  • Market Cap $217B
  • 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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