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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2024
Q4 2023
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
689New |
$170K - $204K
|
689
$208K
|
|
|
Jan 26, 2024
Q4 2023
|
Mendel Capital Management LLC
|
BUY
|
- |
687New |
$169K - $204K
|
687
$207K
|
|
|
Feb 05, 2024
Q4 2023
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
687New |
$169K - $204K
|
687
$207K
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
687+ 4.7% |
$169K - $204K
|
15.3K
$4.62M
|
|
|
Feb 01, 2024
Q4 2023
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
686New |
$169K - $203K
|
686
$207K
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
686New |
$169K - $203K
|
686
$207K
|
|
|
Jan 10, 2024
Q4 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
682New |
$168K - $202K
|
682
$206K
|
|
|
Jan 31, 2024
Q4 2023
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
682New |
$168K - $202K
|
682
$206K
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
676+ 1.96% |
$166K - $200K
|
35.2K
$10.6M
|
|
|
Sep 23, 2024
Q4 2023
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
675New |
$166K - $200K
|
675
$204K
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
673+ 11.56% |
$166K - $200K
|
6.5K
$1.96M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
672+ 3.65% |
$165K - $199K
|
19.1K
$5.76M
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
672New |
$165K - $199K
|
672
$203K
|
|
|
Jan 11, 2024
Q4 2023
|
Riverpark Capital Management LLC
New York, NY |
BUY
|
- |
671+ 47.29% |
$165K - $199K
|
2.09K
$630K
|
|
|
Feb 07, 2024
Q4 2023
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
668New |
$164K - $198K
|
668
$201K
|
|
|
Jan 08, 2024
Q4 2023
|
Lynch & Associates
|
BUY
|
- |
666+ 2.03% |
$164K - $197K
|
33.6K
$10.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Fiducient Advisors LLC
|
BUY
|
- |
665+ 39.35% |
$164K - $197K
|
2.36K
$710K
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
664+ 0.84% |
$163K - $197K
|
79.6K
$24M
|
|
|
Feb 12, 2024
Q4 2023
|
Richard C. Young & Co., Ltd.
|
BUY
|
- |
659+ 1.58% |
$162K - $195K
|
42.3K
$12.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Howard Capital Management Inc.
|
BUY
|
- |
655+ 12.07% |
$161K - $194K
|
6.08K
$1.83M
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
650+ 27.09% |
$160K - $193K
|
3.05K
$919K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
647+ 1.74% |
$159K - $192K
|
37.9K
$11.4M
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
645+ 2.87% |
$159K - $191K
|
23.1K
$6.97M
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
645+ 0.23% |
$159K - $191K
|
284K
$85.7M
|
|
|
May 17, 2024
Q4 2023
|
Baxter Bros Inc
|
BUY
|
- |
635+ 3.57% |
$156K - $188K
|
18.4K
$5.55M
|
|
|
Jan 09, 2024
Q4 2023
|
Central Bank & Trust CO
|
BUY
|
- |
634+ 6.89% |
$156K - $188K
|
9.84K
$2.97M
|
|
|
Feb 07, 2024
Q4 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
622+ 6.27% |
$153K - $184K
|
10.5K
$3.18M
|
|
|
Jan 24, 2024
Q4 2023
|
Sky Investment Group LLC
|
BUY
|
- |
621+ 1.94% |
$153K - $184K
|
32.6K
$9.83M
|
|
|
Jan 09, 2024
Q4 2023
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
618+ 1.23% |
$152K - $183K
|
51K
$15.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Buckingham Capital Management, Inc.
|
BUY
|
- |
616+ 8.13% |
$152K - $183K
|
8.2K
$2.47M
|
|
|
Feb 06, 2024
Q4 2023
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
615+ 3.98% |
$151K - $182K
|
16.1K
$4.85M
|
|
|
Feb 05, 2024
Q4 2023
|
Spc Financial, Inc.
|
BUY
|
- |
613+ 18.67% |
$151K - $182K
|
3.9K
$1.17M
|
|
|
Jan 24, 2024
Q4 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
611+ 2.99% |
$150K - $181K
|
21K
$6.34M
|
|
|
Feb 06, 2024
Q4 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
604+ 1.08% |
$149K - $179K
|
56.8K
$17.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
602+ 47.74% |
$148K - $178K
|
1.86K
$562K
|
|
|
Jan 10, 2024
Q4 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
597+ 2.85% |
$147K - $177K
|
21.6K
$6.5M
|
|
|
Jan 26, 2024
Q4 2023
|
Impax Asset Management Group PLC
|
BUY
|
- |
596+ 3.86% |
$147K - $177K
|
16.1K
$4.84M
|
|
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
584+ 0.69% |
$144K - $173K
|
84.9K
$25.6M
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
583+ 38.41% |
$144K - $173K
|
2.1K
$634K
|
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
578+ 41.79% |
$142K - $171K
|
1.96K
$591K
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
573+ 16.47% |
$141K - $170K
|
4.05K
$1.22M
|
|
|
Feb 07, 2024
Q4 2023
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
571+ 18.3% |
$141K - $169K
|
3.69K
$1.11M
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
569+ 30.17% |
$140K - $169K
|
2.46K
$740K
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
569+ 11.48% |
$140K - $169K
|
5.53K
$1.67M
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
568New |
$140K - $168K
|
568
$171K
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
566+ 1.98% |
$139K - $168K
|
29.1K
$8.77M
|
|
|
Feb 13, 2024
Q4 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
566+ 35.09% |
$139K - $168K
|
2.18K
$657K
|
|
|
Jan 12, 2024
Q4 2023
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
565+ 2.13% |
$139K - $168K
|
27.1K
$8.16M
|
|
|
Jan 31, 2024
Q4 2023
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
561+ 2.05% |
$138K - $166K
|
27.9K
$8.43M
|
|
|
Jan 23, 2024
Q4 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
559+ 3.19% |
$138K - $166K
|
18.1K
$5.46M
|