A detailed history of Tria Gen Wealth Management LLC transactions in Mcdonalds Corp stock. As of the latest transaction made, Tria Gen Wealth Management LLC holds 1,822 shares of MCD stock, worth $525,592. This represents 0.2% of its overall portfolio holdings.

Number of Shares
1,822
Previous 1,822 -0.0%
Holding current value
$525,592
Previous $464,000 19.4%
% of portfolio
0.2%
Previous 0.19%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024

SELL
$278.58 - $300.53 $9,471 - $10,218
-34 Reduced 1.83%
1,822 $513,000
Q4 2023

Jan 22, 2024

SELL
$246.19 - $296.51 $1.23 Million - $1.48 Million
-4,976 Reduced 72.83%
1,856 $550,000
Q3 2023

Oct 23, 2023

SELL
$263.44 - $297.13 $9,483 - $10,696
-36 Reduced 0.52%
6,832 $1.8 Million
Q2 2023

Aug 08, 2023

SELL
$281.9 - $298.41 $1.41 Million - $1.5 Million
-5,014 Reduced 42.2%
6,868 $2.05 Million
Q1 2023

Apr 24, 2023

BUY
$260.66 - $279.61 $2.61 Million - $2.8 Million
10,015 Added 536.42%
11,882 $3.32 Million
Q4 2022

Feb 09, 2023

SELL
$233.19 - $277.79 $9,327 - $11,111
-40 Reduced 2.1%
1,867 $491,000
Q2 2022

Jul 29, 2022

BUY
$229.0 - $255.85 $2,290 - $2,558
10 Added 0.53%
1,907 $471,000
Q1 2022

Apr 29, 2022

SELL
$222.0 - $269.69 $67,266 - $81,716
-303 Reduced 13.77%
1,897 $469,000
Q4 2021

Feb 09, 2022

SELL
$236.42 - $268.49 $71,398 - $81,083
-302 Reduced 12.07%
2,200 $590,000
Q2 2021

Aug 02, 2021

BUY
$225.21 - $237.11 $130,621 - $137,523
580 Added 30.18%
2,502 $607,000
Q4 2020

Feb 02, 2021

BUY
$207.76 - $229.64 $399,314 - $441,368
1,922 New
1,922 $412,000

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
Track This Portfolio

Track Tria Gen Wealth Management LLC Portfolio

Follow Tria Gen Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Tria Gen Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tria Gen Wealth Management LLC with notifications on news.