A detailed history of Uma Financial Services, Inc. transactions in Mcdonalds Corp stock. As of the latest transaction made, Uma Financial Services, Inc. holds 1,767 shares of MCD stock, worth $454,613. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,767
Previous 1,750 0.97%
Holding current value
$454,613
Previous $493,000 8.72%
% of portfolio
0.09%
Previous 0.1%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 17, 2024

BUY
$249.37 - $280.22 $4,239 - $4,763
17 Added 0.97%
1,767 $450,000
Q1 2024

Apr 17, 2024

BUY
$278.58 - $300.53 $39,279 - $42,374
141 Added 8.76%
1,750 $493,000
Q4 2023

Jan 23, 2024

SELL
$246.19 - $296.51 $2,954 - $3,558
-12 Reduced 0.74%
1,609 $477,000
Q3 2023

Oct 10, 2023

BUY
$263.44 - $297.13 $1,053 - $1,188
4 Added 0.25%
1,621 $427,000
Q2 2023

Jul 05, 2023

BUY
$281.9 - $298.41 $1,409 - $1,492
5 Added 0.31%
1,617 $482,000
Q1 2023

Apr 20, 2023

BUY
$260.66 - $279.61 $1,303 - $1,398
5 Added 0.31%
1,612 $450,000
Q4 2022

Jan 25, 2023

BUY
$233.19 - $277.79 $1,165 - $1,388
5 Added 0.31%
1,607 $0
Q3 2022

Oct 06, 2022

SELL
$230.74 - $266.82 $2,076 - $2,401
-9 Reduced 0.56%
1,602 $383,000
Q2 2022

Aug 02, 2022

BUY
$229.0 - $255.85 $5,954 - $6,652
26 Added 1.64%
1,611 $426,000
Q1 2022

May 05, 2022

BUY
$222.0 - $269.69 $35,964 - $43,689
162 Added 11.38%
1,585 $403,000
Q4 2021

Jan 11, 2022

SELL
$236.42 - $268.49 $24,114 - $27,385
-102 Reduced 6.69%
1,423 $380,000
Q3 2021

Oct 19, 2021

BUY
$229.26 - $248.11 $458 - $496
2 Added 0.13%
1,525 $369,000
Q2 2021

Jul 23, 2021

SELL
$225.21 - $237.11 $2,252 - $2,371
-10 Reduced 0.65%
1,523 $364,000
Q1 2021

Apr 06, 2021

BUY
$204.84 - $227.35 $204 - $227
1 Added 0.07%
1,533 $351,000
Q4 2020

Feb 19, 2021

SELL
$207.76 - $229.64 $15,374 - $16,993
-74 Reduced 4.61%
1,532 $330,000
Q3 2020

Nov 04, 2020

BUY
$183.52 - $224.81 $367 - $449
2 Added 0.12%
1,606 $341,000
Q2 2020

Aug 11, 2020

BUY
$158.17 - $202.65 $1,898 - $2,431
12 Added 0.75%
1,604 $327,000
Q1 2020

Apr 23, 2020

BUY
$137.1 - $217.46 $68,550 - $108,730
500 Added 45.79%
1,592 $297,000
Q4 2019

Jan 14, 2020

BUY
$188.66 - $212.83 $206,016 - $232,410
1,092 New
1,092 $226,000

Others Institutions Holding MCD

About MCDONALDS CORP


  • Ticker MCD
  • Exchange NYSE
  • Sector Consumer Cyclical
  • Industry Restaurants
  • Shares Outstandng 735,716,992
  • Market Cap $189B
  • 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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