A detailed history of Sax Wealth Advisors, LLC transactions in Mcdonalds Corp stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 22,266 shares of MCD stock, worth $6.59 Million. This represents 0.61% of its overall portfolio holdings.

Number of Shares
22,266
Previous 3,924 467.43%
Holding current value
$6.59 Million
Previous $999,000 578.68%
% of portfolio
0.61%
Previous 0.1%

Shares

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

Oct 17, 2024

BUY
$245.82 - $304.51 $4.51 Million - $5.59 Million
18,342 Added 467.43%
22,266 $6.78 Million
Q2 2024

Jul 12, 2024

BUY
$249.37 - $280.22 $3,241 - $3,642
13 Added 0.33%
3,924 $999,000
Q1 2024

May 13, 2024

BUY
$278.58 - $300.53 $278 - $300
1 Added 0.03%
3,911 $1.1 Million
Q4 2023

Feb 14, 2024

BUY
$246.19 - $296.51 $175,041 - $210,818
711 Added 22.23%
3,910 $1.16 Million
Q3 2023

Nov 07, 2023

BUY
$263.44 - $297.13 $21,338 - $24,067
81 Added 2.6%
3,199 $842,000
Q1 2023

May 05, 2023

SELL
$260.66 - $279.61 $9,905 - $10,625
-38 Reduced 1.2%
3,118 $871,000
Q4 2022

Feb 06, 2023

SELL
$233.19 - $277.79 $29,848 - $35,557
-128 Reduced 3.9%
3,156 $831,000
Q3 2022

Nov 08, 2022

BUY
$230.74 - $266.82 $2,307 - $2,668
10 Added 0.31%
3,284 $758,000
Q2 2022

Aug 11, 2022

BUY
$229.0 - $255.85 $229 - $255
1 Added 0.03%
3,274 $808,000
Q1 2022

Aug 11, 2022

SELL
$222.0 - $269.69 $45,954 - $55,825
-207 Reduced 5.95%
3,273 $809,000
Q1 2022

Apr 20, 2022

BUY
$222.0 - $269.69 $444 - $539
2 Added 0.06%
3,480 $860,000
Q4 2021

Feb 07, 2022

SELL
$236.42 - $268.49 $46,811 - $53,161
-198 Reduced 5.39%
3,478 $932,000
Q3 2021

Dec 10, 2021

BUY
$229.26 - $248.11 $46,769 - $50,614
204 Added 5.88%
3,676 $886,000
Q2 2021

Aug 12, 2021

BUY
$225.21 - $237.11 $225 - $237
1 Added 0.03%
3,472 $802,000
Q1 2021

May 14, 2021

BUY
$204.84 - $227.35 $277,558 - $308,059
1,355 Added 64.04%
3,471 $778,000
Q4 2020

Feb 16, 2021

BUY
$207.76 - $229.64 $439,620 - $485,918
2,116 New
2,116 $454,000

Others Institutions Holding MCD

About MCDONALDS CORP


  • Ticker MCD
  • Exchange NYSE
  • Sector Consumer Cyclical
  • Industry Restaurants
  • Shares Outstandng 735,716,992
  • Market Cap $218B
  • 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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