Surevest, LLC Mcdonalds Corp Transaction History

Surevest, LLC

$368 Million
Q3 2022

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 $4.84 Million. This represents 1.0% of its overall portfolio holdings.

Number of Shares

15,941

Previous 15,949 0.05%

Holding current value

$4.84 Million

Previous $3.94 Million 6.6%

% of portfolio

1.0%

Previous 1.03%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# 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 $223B
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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