A detailed history of Surevest, LLC transactions in Mcdonalds Corp stock. As of the latest transaction made, Surevest, LLC holds 15,941 shares of MCD stock, worth $4.6 Million. This represents 1.0% of its overall portfolio holdings.

Number of Shares
15,941
Previous 15,949 0.05%
Holding current value
$4.6 Million
Previous $3.94 Million 6.6%
% of portfolio
1.0%
Previous 1.03%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 14, 2022

SELL
$230.74 - $266.82 $1,845 - $2,134
-8 Reduced 0.05%
15,941 $3.68 Million
Q2 2022

Aug 15, 2022

BUY
$229.0 - $255.85 $164,422 - $183,700
718 Added 4.71%
15,949 $3.94 Million
Q1 2022

May 16, 2022

SELL
$222.0 - $269.69 $968,364 - $1.18 Million
-4,362 Reduced 22.26%
15,231 $3.77 Million
Q4 2021

Feb 11, 2022

SELL
$236.42 - $268.49 $84,638 - $96,119
-358 Reduced 1.79%
19,593 $5.25 Million
Q3 2021

Oct 13, 2021

BUY
$229.26 - $248.11 $229,718 - $248,606
1,002 Added 5.29%
19,951 $4.81 Million
Q2 2021

Aug 06, 2021

SELL
$225.21 - $237.11 $39,411 - $41,494
-175 Reduced 0.92%
18,949 $4.38 Million
Q1 2021

Apr 19, 2021

BUY
$204.84 - $227.35 $161,004 - $178,697
786 Added 4.29%
19,124 $4.29 Million
Q4 2020

Feb 04, 2021

BUY
$207.76 - $229.64 $283,592 - $313,458
1,365 Added 8.04%
18,338 $3.94 Million
Q3 2020

Oct 16, 2020

BUY
$183.52 - $224.81 $169,021 - $207,050
921 Added 5.74%
16,973 $3.73 Million
Q2 2020

Jul 15, 2020

BUY
$158.17 - $202.65 $285,496 - $365,783
1,805 Added 12.67%
16,052 $2.96 Million
Q1 2020

Apr 16, 2020

BUY
$137.1 - $217.46 $615,579 - $976,395
4,490 Added 46.02%
14,247 $2.36 Million
Q4 2019

Jan 14, 2020

BUY
$188.66 - $212.83 $278,273 - $313,924
1,475 Added 17.81%
9,757 $1.93 Million
Q3 2019

Oct 15, 2019

BUY
$206.3 - $221.15 $395,270 - $423,723
1,916 Added 30.1%
8,282 $1.78 Million
Q2 2019

Jul 10, 2019

BUY
$188.35 - $207.66 $526,814 - $580,825
2,797 Added 78.37%
6,366 $1.32 Million
Q1 2019

Apr 09, 2019

BUY
$173.97 - $189.9 $302,707 - $330,426
1,740 Added 95.13%
3,569 $678,000
Q4 2018

Feb 20, 2019

BUY
$162.97 - $189.26 $298,072 - $346,156
1,829 New
1,829 $325,000

Others Institutions Holding MCD

About MCDONALDS CORP


  • Ticker MCD
  • Exchange NYSE
  • Sector Consumer Cyclical
  • Industry Restaurants
  • Shares Outstandng 735,716,992
  • Market Cap $212B
  • 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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