Successful Portfolios LLC Mcdonalds Corp Transaction History

Successful Portfolios LLC

$143 Million
Q2 2024

A detailed history of Successful Portfolios LLC transactions in Mcdonalds Corp stock. As of the latest transaction made, Successful Portfolios LLC holds 4,605 shares of MCD stock, worth $1.35 Million. This represents 0.82% of its overall portfolio holdings.

Number of Shares

4,605

Previous 4,980 7.53%

Holding current value

$1.35 Million

Previous $1.4 Million 16.45%

% of portfolio

0.82%

Previous 0.96%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 12, 2024	SELL	$249.37 - $280.22 $93,513 - $105,082	-375 Reduced 7.53%	4,605 $1.17 Million
Q1 2024 Apr 17, 2024	BUY	$278.58 - $300.53 $9,193 - $9,917	33 Added 0.67%	4,980 $1.4 Million
Q4 2023 Jan 18, 2024	SELL	$246.19 - $296.51 $20,926 - $25,203	-85 Reduced 1.69%	4,947 $1.47 Million
Q3 2023 Oct 10, 2023	SELL	$263.44 - $297.13 $3,161 - $3,565	-12 Reduced 0.24%	5,032 $1.33 Million
Q2 2023 Jul 20, 2023	SELL	$281.9 - $298.41 $179,288 - $189,788	-636 Reduced 11.2%	5,044 $1.51 Million
Q1 2023 Apr 21, 2023	SELL	$260.66 - $279.61 $47,440 - $50,889	-182 Reduced 3.1%	5,680 $1.59 Million
Q4 2022 Jan 27, 2023	BUY	$233.19 - $277.79 $38,476 - $45,835	165 Added 2.9%	5,862 $0
Q3 2022 Oct 12, 2022	SELL	$230.74 - $266.82 $2,538 - $2,935	-11 Reduced 0.19%	5,697 $1.32 Million
Q2 2022 Jul 22, 2022	SELL	$229.0 - $255.85 $916 - $1,023	-4 Reduced 0.07%	5,708 $1.41 Million
Q1 2022 Apr 21, 2022	SELL	$222.0 - $269.69 $14,874 - $18,069	-67 Reduced 1.16%	5,712 $1.41 Million
Q4 2021 Jan 26, 2022	SELL	$236.42 - $268.49 $8,983 - $10,202	-38 Reduced 0.65%	5,779 $1.55 Million
Q3 2021 Oct 14, 2021	BUY	$229.26 - $248.11 $19,257 - $20,841	84 Added 1.47%	5,817 $1.4 Million
Q2 2021 Jul 23, 2021	SELL	$225.21 - $237.11 $115,757 - $121,874	-514 Reduced 8.23%	5,733 $1.32 Million
Q1 2021 Apr 20, 2021	BUY	$204.84 - $227.35 $20,484 - $22,735	100 Added 1.63%	6,247 $1.4 Million
Q4 2020 Feb 02, 2021	BUY	$207.76 - $229.64 $54,848 - $60,624	264 Added 4.49%	6,147 $1.32 Million
Q3 2020 Oct 13, 2020	BUY	$183.52 - $224.81 $17,801 - $21,806	97 Added 1.68%	5,883 $1.29 Million
Q2 2020 Jul 13, 2020	BUY	$158.17 - $202.65 $1,739 - $2,229	11 Added 0.19%	5,786 $1.07 Million
Q1 2020 Apr 23, 2020	BUY	$137.1 - $217.46 $17,823 - $28,269	130 Added 2.3%	5,775 $955,000
Q4 2019 Jan 23, 2020	SELL	$188.66 - $212.83 $20,186 - $22,772	-107 Reduced 1.86%	5,645 $1.12 Million
Q3 2019 Oct 11, 2019	BUY	$206.3 - $221.15 $72,617 - $77,844	352 Added 6.52%	5,752 $1.24 Million
Q2 2019 Jul 11, 2019	SELL	$188.35 - $207.66 $3,578 - $3,945	-19 Reduced 0.35%	5,400 $1.12 Million
Q1 2019 Apr 22, 2019	SELL	$173.97 - $189.9 $25,921 - $28,295	-149 Reduced 2.68%	5,419 $1.03 Million
Q4 2018 Jan 14, 2019	BUY	$162.97 - $189.26 $6,355 - $7,381	39 Added 0.71%	5,568 $989,000
Q3 2018 Oct 15, 2018	SELL	$155.41 - $167.29 $12,588 - $13,550	-81 Reduced 1.44%	5,529 $925,000
Q2 2018 Jul 24, 2018	SELL	$155.94 - $169.48 $26,665 - $28,981	-171 Reduced 2.96%	5,610 $879,000
Q1 2018 May 08, 2018	SELL	$148.27 - $178.36 $17,347 - $20,868	-117 Reduced 1.98%	5,781 $904,000
Q4 2017 Feb 09, 2018	BUY	$156.86 - $174.2 $925,160 - $1.03 Million	5,898	5,898 $1.02 Million

Others Institutions Holding MCD

# of Institutions

3,373

Shares Held

502M

Call Options Held

9.26M

Put Options Held

7.45M

View Full List

About MCDONALDS CORP

Ticker MCD
Exchange NYSE
Sector Consumer Cyclical
Industry Restaurants
Shares Outstandng 735,716,992
Market Cap $216B
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...

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Successful Portfolios LLC Mcdonalds Corp Transaction History