Purchases and Sales Made in Q4 2023 in Mcdonalds Corp (MCD)
This table provides information about the institutional ownership of Mcdonalds Corp (MCD) during Q4 2023. The information is specifically focused on institutions that hold shares of MCDONALDS CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
2.1K+ 19.55% |
$516K - $621K
|
12.8K
$3.78M
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
2.08KNew |
$513K - $617K
|
2.08K
$614K
|
|
|
Feb 14, 2024
Q4 2023
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
2.06KNew |
$507K - $611K
|
2.06K
$608K
|
|
|
Feb 13, 2024
Q4 2023
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
2.05K+ 3.53% |
$504K - $608K
|
60.1K
$17.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
2.02K+ 2.5% |
$498K - $600K
|
83.1K
$24.5M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2K+ 3.74% |
$493K - $594K
|
55.5K
$16.4M
|
|
|
Jan 17, 2024
Q4 2023
|
Viking Fund Management LLC
|
BUY
|
- |
2K+ 50.0% |
$492K - $593K
|
6K
$1.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
1.99K+ 4.52% |
$489K - $589K
|
45.9K
$13.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
1.98KNew |
$488K - $588K
|
1.98K
$584K
|
|
|
Jan 18, 2024
Q4 2023
|
Dantai Capital LTD
Hong Kong, K3 |
BUY
|
- |
1.97K+ 37.88% |
$485K - $584K
|
7.17K
$2.11M
|
|
|
Nov 06, 2024
Q4 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
1.95K+ 56.71% |
$479K - $577K
|
5.38K
$1.59M
|
|
|
Jan 10, 2024
Q4 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
1.94K+ 125.86% |
$477K - $574K
|
3.48K
$1.02M
|
|
|
May 09, 2024
Q4 2023
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
1.93KNew |
$475K - $572K
|
1.93K
$568K
|
|
|
Jan 04, 2024
Q4 2023
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
1.92K+ 6.25% |
$472K - $569K
|
32.6K
$9.61M
|
|
|
Jan 22, 2024
Q4 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
1.9KNew |
$467K - $562K
|
1.9K
$559K
|
|
|
May 30, 2024
Q4 2023
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
1.89KNew |
$466K - $561K
|
1.89K
$558K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.89K+ 1.47% |
$465K - $560K
|
130K
$38.4M
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
1.89K+ 6.56% |
$464K - $559K
|
30.6K
$9.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Caxton Associates LP
New York, NY |
BUY
|
- |
1.88K+ 131.35% |
$463K - $558K
|
3.31K
$977K
|
|
|
Feb 15, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
1.88KNew |
$463K - $557K
|
1.88K
$554K
|
|
|
Feb 14, 2024
Q4 2023
|
Oracle Alpha Inc.
Toronto, A6 |
BUY
|
- |
1.88KNew |
$462K - $557K
|
1.88K
$554K
|
|
|
Feb 14, 2024
Q4 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
1.88K+ 30.34% |
$462K - $557K
|
8.06K
$2.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
1.88K+ 28.23% |
$462K - $556K
|
8.52K
$2.51M
|
|
|
Feb 12, 2024
Q4 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
1.87K+ 9.46% |
$460K - $554K
|
21.6K
$6.37M
|
|
|
Feb 01, 2024
Q4 2023
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
1.86K+ 1.12% |
$459K - $552K
|
168K
$49.6M
|
|
|
Jan 25, 2024
Q4 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
1.86K+ 4.07% |
$458K - $551K
|
47.6K
$14M
|
|
|
Feb 14, 2024
Q4 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
1.85K+ 15.64% |
$455K - $549K
|
13.7K
$4.03M
|
|
|
Jan 31, 2024
Q4 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.85K+ 44.16% |
$455K - $548K
|
6.04K
$1.78M
|
|
|
Jan 19, 2024
Q4 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.84K+ 21.48% |
$454K - $547K
|
10.4K
$3.07M
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.84K+ 11.42% |
$452K - $545K
|
17.9K
$5.29M
|
|
|
Feb 09, 2024
Q4 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
1.83K+ 1.85% |
$449K - $541K
|
101K
$29.6M
|
|
|
May 21, 2024
Q4 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
1.79K+ 76.12% |
$441K - $531K
|
4.14K
$1.22M
|
|
|
Feb 05, 2024
Q4 2023
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
1.74KNew |
$429K - $517K
|
1.74K
$514K
|
|
|
Feb 13, 2024
Q4 2023
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
1.74KNew |
$428K - $515K
|
1.74K
$512K
|
|
|
Feb 15, 2024
Q4 2023
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.74KNew |
$428K - $515K
|
1.74K
$512K
|
|
|
Feb 13, 2024
Q4 2023
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
1.73K+ 25.28% |
$426K - $513K
|
8.58K
$2.53M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1.73K+ 8.84% |
$426K - $513K
|
21.3K
$6.28M
|
|
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
1.72KNew |
$424K - $511K
|
1.72K
$508K
|
|
|
Jan 30, 2024
Q4 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
1.71K+ 0.12% |
$420K - $506K
|
1.45M
$428M
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1.7KNew |
$418K - $503K
|
1.7K
$501K
|
|
|
Jan 23, 2024
Q4 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
1.69K+ 16.04% |
$416K - $501K
|
12.2K
$3.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
1.68KNew |
$413K - $498K
|
1.68K
$495K
|
|
|
Mar 15, 2024
Q4 2023
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
1.67KNew |
$411K - $495K
|
1.67K
$493K
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
1.67K+ 62.06% |
$411K - $495K
|
4.36K
$1.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.66K+ 18.09% |
$410K - $493K
|
10.9K
$3.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
1.65KNew |
$407K - $490K
|
1.65K
$487K
|
|
|
Jan 18, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1.65K+ 41.57% |
$405K - $488K
|
5.6K
$1.65M
|
|
|
Oct 31, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1.65K+ 41.57% |
$405K - $488K
|
5.6K
$1.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Shelton Wealth Management, LLC
|
BUY
|
- |
1.62KNew |
$400K - $481K
|
1.62K
$478K
|
|
|
Feb 08, 2024
Q4 2023
|
Wt Wealth Management
|
BUY
|
- |
1.6K+ 30.08% |
$394K - $475K
|
6.92K
$2.04M
|