A detailed history of Source Financial Advisors LLC transactions in Mcdonalds Corp stock. As of the latest transaction made, Source Financial Advisors LLC holds 1,402 shares of MCD stock, worth $366,510. This represents 0.11% of its overall portfolio holdings.

Number of Shares
1,402
Previous 1,400 0.14%
Holding current value
$366,510
Previous $394,000 9.39%
% of portfolio
0.11%
Previous 0.12%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 17, 2024

BUY
$249.37 - $280.22 $498 - $560
2 Added 0.14%
1,402 $357,000
Q1 2024

May 01, 2024

BUY
$278.58 - $300.53 $1,114 - $1,202
4 Added 0.29%
1,400 $394,000
Q4 2023

Jan 11, 2024

SELL
$246.19 - $296.51 $33,728 - $40,621
-137 Reduced 8.94%
1,396 $413,000
Q3 2023

Oct 26, 2023

SELL
$263.44 - $297.13 $23,709 - $26,741
-90 Reduced 5.55%
1,533 $403,000
Q2 2023

Jul 24, 2023

BUY
$281.9 - $298.41 $36,928 - $39,091
131 Added 8.78%
1,623 $484,000
Q1 2023

Apr 20, 2023

SELL
$260.66 - $279.61 $19,288 - $20,691
-74 Reduced 4.73%
1,492 $417,000
Q4 2022

Jan 31, 2023

SELL
$233.19 - $277.79 $6,062 - $7,222
-26 Reduced 1.63%
1,566 $412,000
Q3 2022

Nov 14, 2022

SELL
$230.74 - $266.82 $1,153 - $1,334
-5 Reduced 0.31%
1,592 $368,000
Q2 2022

Aug 15, 2022

BUY
$229.0 - $255.85 $27,480 - $30,702
120 Added 8.12%
1,597 $394,000
Q1 2022

May 16, 2022

SELL
$222.0 - $269.69 $19,092 - $23,193
-86 Reduced 5.5%
1,477 $365,000
Q4 2021

Feb 14, 2022

SELL
$236.42 - $268.49 $77,309 - $87,796
-327 Reduced 17.3%
1,563 $419,000
Q3 2021

Nov 15, 2021

BUY
$229.26 - $248.11 $4,585 - $4,962
20 Added 1.07%
1,890 $456,000
Q2 2021

Aug 16, 2021

BUY
$225.21 - $237.11 $7,657 - $8,061
34 Added 1.85%
1,870 $432,000
Q1 2021

May 17, 2021

BUY
$204.84 - $227.35 $127,410 - $141,411
622 Added 51.24%
1,836 $412,000
Q4 2020

Feb 16, 2021

BUY
$207.76 - $229.64 $252,220 - $278,782
1,214 New
1,214 $261,000

Others Institutions Holding MCD

About MCDONALDS CORP


  • Ticker MCD
  • Exchange NYSE
  • Sector Consumer Cyclical
  • Industry Restaurants
  • Shares Outstandng 735,716,992
  • Market Cap $192B
  • 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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