A detailed history of Schwarz Dygos Wheeler Investment Advisors LLC transactions in Mcdonalds Corp stock. As of the latest transaction made, Schwarz Dygos Wheeler Investment Advisors LLC holds 9,037 shares of MCD stock, worth $2.59 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares
9,037
Previous 9,171 1.46%
Holding current value
$2.59 Million
Previous $2.34 Million 17.72%
% of portfolio
0.7%
Previous 0.63%

Shares

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

Nov 08, 2024

SELL
$245.82 - $304.51 $32,939 - $40,804
-134 Reduced 1.46%
9,037 $2.75 Million
Q2 2024

Aug 02, 2024

SELL
$249.37 - $280.22 $28,677 - $32,225
-115 Reduced 1.24%
9,171 $2.34 Million
Q1 2024

May 03, 2024

SELL
$278.58 - $300.53 $16,157 - $17,430
-58 Reduced 0.62%
9,286 $2.62 Million
Q3 2023

Nov 03, 2023

BUY
$263.44 - $297.13 $26,344 - $29,713
100 Added 1.08%
9,344 $2.46 Million
Q2 2023

Aug 11, 2023

SELL
$281.9 - $298.41 $63,991 - $67,739
-227 Reduced 2.4%
9,244 $2.76 Million
Q1 2023

Apr 27, 2023

BUY
$260.66 - $279.61 $21,374 - $22,928
82 Added 0.87%
9,471 $2.65 Million
Q4 2022

Feb 08, 2023

BUY
$233.19 - $277.79 $233 - $277
1 Added 0.01%
9,389 $2.47 Million
Q3 2022

Nov 04, 2022

SELL
$230.74 - $266.82 $32,303 - $37,354
-140 Reduced 1.47%
9,388 $2.17 Million
Q2 2022

Aug 09, 2022

SELL
$229.0 - $255.85 $42,823 - $47,843
-187 Reduced 1.92%
9,528 $2.35 Million
Q1 2022

May 11, 2022

SELL
$222.0 - $269.69 $33,078 - $40,183
-149 Reduced 1.51%
9,715 $2.4 Million
Q4 2021

Feb 08, 2022

BUY
$236.42 - $268.49 $50,593 - $57,456
214 Added 2.22%
9,864 $2.64 Million
Q3 2021

Oct 21, 2021

BUY
$229.26 - $248.11 $5,272 - $5,706
23 Added 0.24%
9,650 $2.33 Million
Q2 2021

Jul 28, 2021

BUY
$225.21 - $237.11 $61,257 - $64,493
272 Added 2.91%
9,627 $2.22 Million
Q1 2021

May 07, 2021

BUY
$204.84 - $227.35 $100,166 - $111,174
489 Added 5.52%
9,355 $2.1 Million
Q4 2020

Feb 12, 2021

BUY
$207.76 - $229.64 $31,995 - $35,364
154 Added 1.77%
8,866 $1.9 Million
Q3 2020

Nov 03, 2020

SELL
$183.52 - $224.81 $9,176 - $11,240
-50 Reduced 0.57%
8,712 $1.91 Million
Q2 2020

Jul 15, 2020

SELL
$158.17 - $202.65 $27,996 - $35,869
-177 Reduced 1.98%
8,762 $1.62 Million
Q1 2020

Apr 14, 2020

SELL
$137.1 - $217.46 $10,282 - $16,309
-75 Reduced 0.83%
8,939 $1.48 Million
Q4 2019

Jan 09, 2020

BUY
$188.66 - $212.83 $40,939 - $46,184
217 Added 2.47%
9,014 $1.78 Million
Q3 2019

Nov 15, 2019

SELL
$206.3 - $221.15 $33,008 - $35,384
-160 Reduced 1.79%
8,797 $1.89 Million
Q1 2019

Nov 15, 2019

SELL
$173.97 - $189.9 $146,482 - $159,895
-842 Reduced 8.59%
8,957 $1.7 Million
Q4 2018

Nov 15, 2019

BUY
$162.97 - $189.26 $1.6 Million - $1.85 Million
9,799 New
9,799 $1.74 Million

Others Institutions Holding MCD

About MCDONALDS CORP


  • Ticker MCD
  • Exchange NYSE
  • Sector Consumer Cyclical
  • Industry Restaurants
  • Shares Outstandng 735,716,992
  • Market Cap $211B
  • 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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