Wealthspire Advisors, LLC Mcdonalds Corp Transaction History

Wealthspire Advisors, LLC

$7.78 Billion
Q2 2024

A detailed history of Wealthspire Advisors, LLC transactions in Mcdonalds Corp stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 15,318 shares of MCD stock, worth $4.5 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

15,318

Previous 15,099 1.45%

Holding current value

$4.5 Million

Previous $4.26 Million 8.32%

% of portfolio

0.05%

Previous 0.06%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 08, 2024	BUY	$249.37 - $280.22 $54,612 - $61,368	219 Added 1.45%	15,318 $3.9 Million
Q1 2024 May 06, 2024	SELL	$278.58 - $300.53 $98,895 - $106,688	-355 Reduced 2.3%	15,099 $4.26 Million
Q4 2023 Feb 06, 2024	BUY	$246.19 - $296.51 $555,897 - $669,519	2,258 Added 17.11%	15,454 $4.58 Million
Q3 2023 Nov 06, 2023	BUY	$263.44 - $297.13 $526,353 - $593,665	1,998 Added 17.84%	13,196 $3.48 Million
Q2 2023 Jul 31, 2023	SELL	$281.9 - $298.41 $173,368 - $183,522	-615 Reduced 5.21%	11,198 $3.34 Million
Q1 2023 May 09, 2023	SELL	$260.66 - $279.61 $422,269 - $452,968	-1,620 Reduced 12.06%	11,813 $3.3 Million
Q4 2022 Feb 13, 2023	BUY	$233.19 - $277.79 $422,773 - $503,633	1,813 Added 15.6%	13,433 $3.54 Million
Q3 2022 Nov 14, 2022	BUY	$230.74 - $266.82 $61,146 - $70,707	265 Added 2.33%	11,620 $2.68 Million
Q2 2022 Aug 09, 2022	BUY	$229.0 - $255.85 $151,369 - $169,116	661 Added 6.18%	11,355 $2.8 Million
Q1 2022 May 09, 2022	SELL	$222.0 - $269.69 $503,052 - $611,117	-2,266 Reduced 17.48%	10,694 $2.64 Million
Q4 2021 Feb 14, 2022	BUY	$236.42 - $268.49 $245,167 - $278,424	1,037 Added 8.7%	12,960 $3.47 Million
Q3 2021 Nov 15, 2021	BUY	$229.26 - $248.11 $1.49 Million - $1.61 Million	6,489 Added 119.41%	11,923 $2.88 Million
Q2 2021 Aug 13, 2021	SELL	$225.21 - $237.11 $3.23 Million - $3.4 Million	-14,324 Reduced 72.5%	5,434 $1.26 Million
Q1 2021 May 17, 2021	BUY	$204.84 - $227.35 $1.57 Million - $1.74 Million	7,650 Added 63.18%	19,758 $4.43 Million
Q4 2020 Feb 16, 2021	BUY	$207.76 - $229.64 $1.42 Million - $1.57 Million	6,846 Added 130.1%	12,108 $2.6 Million
Q3 2020 Nov 16, 2020	BUY	$183.52 - $224.81 $101,853 - $124,769	555 Added 11.79%	5,262 $1.16 Million
Q2 2020 Aug 14, 2020	SELL	$158.17 - $202.65 $1.55 Million - $1.99 Million	-9,830 Reduced 67.62%	4,707 $868,000
Q1 2020 May 12, 2020	BUY	$137.1 - $217.46 $1.71 Million - $2.71 Million	12,463 Added 600.92%	14,537 $2.4 Million
Q4 2019 Feb 14, 2020	BUY	$188.66 - $212.83 $25,846 - $29,157	137 Added 7.07%	2,074 $410,000
Q3 2019 Nov 12, 2019	BUY	$206.3 - $221.15 $399,603 - $428,367	1,937 New	1,937 $416,000
Q1 2019 May 08, 2019	SELL	$173.97 - $189.9 $102,642 - $112,041	-590 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	$162.97 - $189.26 $96,152 - $111,663	590 New	590 $105,000

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 $216B
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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Wealthspire Advisors, LLC Mcdonalds Corp Transaction History