A detailed history of Summit Financial Strategies, Inc. transactions in Mcdonalds Corp stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 1,695 shares of MCD stock, worth $492,024. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,695
Previous 1,938 12.54%
Holding current value
$492,024
Previous $493,000 4.67%
% of portfolio
0.06%
Previous 0.07%

Shares

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

Oct 16, 2024

SELL
$245.82 - $304.51 $59,734 - $73,995
-243 Reduced 12.54%
1,695 $516,000
Q2 2024

Jul 19, 2024

BUY
$249.37 - $280.22 $7,730 - $8,686
31 Added 1.63%
1,938 $493,000
Q1 2024

May 09, 2024

SELL
$278.58 - $300.53 $3,342 - $3,606
-12 Reduced 0.63%
1,907 $537,000
Q4 2023

Feb 13, 2024

SELL
$246.19 - $296.51 $8,616 - $10,377
-35 Reduced 1.79%
1,919 $569,000
Q3 2023

Oct 24, 2023

BUY
$263.44 - $297.13 $119,074 - $134,302
452 Added 30.09%
1,954 $514,000
Q1 2023

Apr 21, 2023

SELL
$260.66 - $279.61 $150,140 - $161,055
-576 Reduced 27.72%
1,502 $419,000
Q4 2022

Jan 20, 2023

SELL
$233.19 - $277.79 $3,731 - $4,444
-16 Reduced 0.76%
2,078 $0
Q3 2022

Oct 21, 2022

SELL
$230.74 - $266.82 $37,149 - $42,958
-161 Reduced 7.14%
2,094 $483,000
Q2 2022

Jul 25, 2022

BUY
$229.0 - $255.85 $138,545 - $154,789
605 Added 36.67%
2,255 $557,000
Q1 2022

May 04, 2022

SELL
$222.0 - $269.69 $5,106 - $6,202
-23 Reduced 1.37%
1,650 $408,000
Q4 2021

Feb 03, 2022

SELL
$236.42 - $268.49 $118,210 - $134,245
-500 Reduced 23.01%
1,673 $449,000
Q3 2021

Nov 10, 2021

SELL
$229.26 - $248.11 $5,960 - $6,450
-26 Reduced 1.18%
2,173 $524,000
Q2 2021

Aug 11, 2021

BUY
$225.21 - $237.11 $135,126 - $142,266
600 Added 37.52%
2,199 $508,000
Q1 2021

May 11, 2021

SELL
$204.84 - $227.35 $11,061 - $12,276
-54 Reduced 3.27%
1,599 $358,000
Q4 2020

Feb 05, 2021

BUY
$207.76 - $229.64 $33,241 - $36,742
160 Added 10.72%
1,653 $355,000
Q3 2020

Nov 16, 2020

SELL
$183.52 - $224.81 $13,029 - $15,961
-71 Reduced 4.54%
1,493 $328,000
Q1 2020

May 11, 2020

SELL
$137.1 - $217.46 $13,572 - $21,528
-99 Reduced 5.95%
1,564 $259,000
Q2 2019

Aug 08, 2019

SELL
$188.35 - $207.66 $5,650 - $6,229
-30 Reduced 1.77%
1,663 $345,000
Q1 2019

May 14, 2019

BUY
$173.97 - $189.9 $23,485 - $25,636
135 Added 8.66%
1,693 $322,000
Q3 2017

Nov 09, 2017

BUY
$153.35 - $161.53 $238,919 - $251,663
1,558
1,558 $244,000

Others Institutions Holding MCD

About MCDONALDS CORP


  • Ticker MCD
  • Exchange NYSE
  • Sector Consumer Cyclical
  • Industry Restaurants
  • Shares Outstandng 735,716,992
  • Market Cap $214B
  • 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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