Purchases and Sales Made in Q1 2023 in Mcdonalds Corp (MCD)
This table provides information about the institutional ownership of Mcdonalds Corp (MCD) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-111- 0.48% |
$28.9K - $31K
|
22.9K
$6.74M
|
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-112- 5.09% |
$29.2K - $31.3K
|
2.09K
$615K
|
|
|
Apr 19, 2023
Q1 2023
|
Sl Advisors, LLC
|
SELL
|
- |
-114- 5.4% |
$29.7K - $31.9K
|
2K
$589K
|
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-114- 4.51% |
$29.7K - $31.9K
|
2.42K
$711K
|
|
|
May 01, 2023
Q1 2023
|
Rkl Wealth Management LLC
|
SELL
|
- |
-114- 1.16% |
$29.7K - $31.9K
|
9.73K
$2.86M
|
|
|
Apr 10, 2025
Q1 2023
|
Arrien Investments, Inc.
Boise, ID |
SELL
|
- |
-115- 4.3% |
$30K - $32.2K
|
2.56K
$754K
|
|
|
May 04, 2023
Q1 2023
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-118- 1.7% |
$30.8K - $33K
|
6.81K
$2.01M
|
|
|
May 09, 2023
Q1 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-119- 0.14% |
$31K - $33.3K
|
86.1K
$25.4M
|
|
|
Apr 28, 2023
Q1 2023
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-120- 2.13% |
$31.3K - $33.6K
|
5.51K
$1.62M
|
|
|
May 02, 2023
Q1 2023
|
Pictet Bank & Trust LTD
|
SELL
|
- |
-120- 0.59% |
$31.3K - $33.6K
|
20.1K
$5.93M
|
|
|
May 15, 2023
Q1 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-120- 3.34% |
$31.3K - $33.6K
|
3.48K
$1.02M
|
|
|
Jun 21, 2023
Q1 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-120- 9.3% |
$31.3K - $33.6K
|
1.17K
$345K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-121- 2.9% |
$31.5K - $33.8K
|
4.06K
$1.19M
|
|
|
Apr 14, 2023
Q1 2023
|
Wealth Management Partners, LLC
|
SELL
|
- |
-122- 12.2% |
$31.8K - $34.1K
|
878
$259K
|
|
|
May 12, 2023
Q1 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-122- 1.64% |
$31.8K - $34.1K
|
7.34K
$2.16M
|
|
|
Apr 21, 2023
Q1 2023
|
Eads & Heald Wealth Management
|
SELL
|
- |
-123- 1.29% |
$32.1K - $34.4K
|
9.38K
$2.76M
|
|
|
May 10, 2023
Q1 2023
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-123- 4.45% |
$32.1K - $34.4K
|
2.64K
$778K
|
|
|
May 09, 2023
Q1 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-124- 1.95% |
$32.3K - $34.7K
|
6.25K
$1.84M
|
|
|
May 11, 2023
Q1 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-124- 3.58% |
$32.3K - $34.7K
|
3.34K
$983K
|
|
|
Apr 24, 2023
Q1 2023
|
First Bancorp, Inc
|
SELL
|
- |
-125- 6.41% |
$32.6K - $35K
|
1.83K
$537K
|
|
|
Oct 04, 2023
Q1 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-126- 0.81% |
$32.8K - $35.2K
|
15.4K
$4.52M
|
|
|
Apr 27, 2023
Q1 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-127- 3.33% |
$33.1K - $35.5K
|
3.69K
$1.09M
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-128- 1.28% |
$33.4K - $35.8K
|
9.91K
$2.92M
|
|
|
May 12, 2023
Q1 2023
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-128- 9.71% |
$33.4K - $35.8K
|
1.19K
$350K
|
|
|
May 08, 2023
Q1 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-130- 1.15% |
$33.9K - $36.3K
|
11.2K
$3.28M
|
|
|
May 12, 2023
Q1 2023
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-131- 8.09% |
$34.1K - $36.6K
|
1.49K
$438K
|
|
|
May 12, 2023
Q1 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-131- 6.09% |
$34.1K - $36.6K
|
2.02K
$595K
|
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-132- 20.21% |
$34.4K - $36.9K
|
521
$153K
|
|
|
Apr 13, 2023
Q1 2023
|
Hms Capital Management, LLC
|
SELL
|
- |
-133- 2.73% |
$34.7K - $37.2K
|
4.74K
$1.4M
|
|
|
May 10, 2023
Q1 2023
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-133- 15.63% |
$34.7K - $37.2K
|
718
$211K
|
|
|
Apr 03, 2023
Q1 2023
|
Range Financial Group LLC
|
SELL
|
- |
-134- 2.9% |
$34.9K - $37.5K
|
4.49K
$1.32M
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-134- 2.02% |
$34.9K - $37.5K
|
6.52K
$1.92M
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-134- 0.39% |
$34.9K - $37.5K
|
33.8K
$9.96M
|
|
|
May 12, 2023
Q1 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-134- 4.4% |
$34.9K - $37.5K
|
2.91K
$858K
|
|
|
Apr 26, 2023
Q1 2023
|
Geneva Partners, LLC
|
SELL
|
- |
-137- 3.85% |
$35.7K - $38.3K
|
3.43K
$1.01M
|
|
|
May 08, 2023
Q1 2023
|
Parthenon LLC
|
SELL
|
- |
-137- 0.96% |
$35.7K - $38.3K
|
14.2K
$4.18M
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-139- 3.45% |
$36.2K - $38.9K
|
3.89K
$1.15M
|
|
|
Apr 14, 2023
Q1 2023
|
Oak Asset Management, LLC
|
SELL
|
- |
-140- 0.73% |
$36.5K - $39.1K
|
19K
$5.59M
|
|
|
May 09, 2023
Q1 2023
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-140- 1.89% |
$36.5K - $39.1K
|
7.28K
$2.14M
|
|
|
Apr 24, 2023
Q1 2023
|
Granite Shares Advisors LLC
|
SELL
|
- |
-141- 6.22% |
$36.8K - $39.4K
|
2.13K
$626K
|
|
|
Jan 29, 2025
Q1 2023
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-142- 8.87% |
$37K - $39.7K
|
1.46K
$430K
|
|
|
May 12, 2023
Q1 2023
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-144- 2.36% |
$37.5K - $40.3K
|
5.95K
$1.75M
|
|
|
May 11, 2023
Q1 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-145- 6.53% |
$37.8K - $40.5K
|
2.08K
$612K
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-146- 0.33% |
$38.1K - $40.8K
|
43.9K
$12.9M
|
|
|
May 12, 2023
Q1 2023
|
Wms Partners, LLC
|
SELL
|
- |
-147- 0.68% |
$38.3K - $41.1K
|
21.5K
$6.34M
|
|
|
May 15, 2023
Q1 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-148- 2.38% |
$38.6K - $41.4K
|
6.06K
$1.78M
|
|
|
May 02, 2023
Q1 2023
|
Maple Capital Management, Inc.
|
SELL
|
- |
-149- 6.41% |
$38.8K - $41.7K
|
2.18K
$641K
|
|
|
May 15, 2023
Q1 2023
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
SELL
|
- |
-149- 7.68% |
$38.8K - $41.7K
|
1.79K
$528K
|
|
|
Apr 19, 2023
Q1 2023
|
Stewart & Patten CO LLC
|
SELL
|
- |
-150- 3.63% |
$39.1K - $41.9K
|
3.98K
$1.17M
|
|
|
May 15, 2023
Q1 2023
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-150- 11.43% |
$39.1K - $41.9K
|
1.16K
$342K
|