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 15, 2023
Q1 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-440- 0.78% |
$115K - $123K
|
55.6K
$16.4M
|
|
May 15, 2023
Q1 2023
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-444- 5.02% |
$116K - $124K
|
8.4K
$2.47M
|
|
May 09, 2023
Q1 2023
|
Motco
|
SELL
|
- |
-446- 0.74% |
$116K - $125K
|
60.1K
$17.7M
|
|
May 11, 2023
Q1 2023
|
X Square Capital, LLC
|
SELL
|
- |
-447- 28.01% |
$117K - $125K
|
1.15K
$338K
|
|
Apr 26, 2023
Q1 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-450- 0.76% |
$117K - $126K
|
59.1K
$17.4M
|
|
Apr 24, 2023
Q1 2023
|
Aldebaran Financial Inc.
|
SELL
|
- |
-451- 14.01% |
$118K - $126K
|
2.77K
$815K
|
|
Apr 21, 2023
Q1 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-454- 3.7% |
$118K - $127K
|
11.8K
$3.48M
|
|
Apr 26, 2023
Q1 2023
|
Lincoln Capital LLC
|
SELL
|
- |
-454- 1.29% |
$118K - $127K
|
34.6K
$10.2M
|
|
May 09, 2023
Q1 2023
|
American Money Management, LLC
|
SELL
|
- |
-454- 2.09% |
$118K - $127K
|
21.2K
$6.25M
|
|
May 04, 2023
Q1 2023
|
Eliot Finkel Investment Counsel, LLC
|
SELL
|
- |
-455- 1.72% |
$119K - $127K
|
26K
$7.67M
|
|
May 02, 2023
Q1 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-456- 13.93% |
$119K - $128K
|
2.82K
$830K
|
|
Apr 16, 2024
Q1 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-460- 15.24% |
$120K - $129K
|
2.56K
$754K
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-464- 2.69% |
$121K - $130K
|
16.8K
$4.95M
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-472- 4.33% |
$123K - $132K
|
10.4K
$3.07M
|
|
May 11, 2023
Q1 2023
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-475- 1.62% |
$124K - $133K
|
28.9K
$8.51M
|
|
May 15, 2023
Q1 2023
|
Unio Capital LLC
|
SELL
|
- |
-475- 23.38% |
$124K - $133K
|
1.56K
$459K
|
|
May 03, 2023
Q1 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-476- 3.72% |
$124K - $133K
|
12.3K
$3.63M
|
|
Apr 20, 2023
Q1 2023
|
Riverview Trust CO
|
SELL
|
- |
-479- 15.54% |
$125K - $134K
|
2.6K
$767K
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
SELL
|
- |
-479- 0.24% |
$125K - $134K
|
200K
$58.9M
|
|
May 04, 2023
Q1 2023
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-479- 0.65% |
$125K - $134K
|
73K
$21.5M
|
|
May 10, 2023
Q1 2023
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-485- 2.02% |
$126K - $136K
|
23.5K
$6.92M
|
|
Feb 26, 2025
Q1 2023
|
Partners In Financial Planning
Salem, VA |
SELL
|
- |
-490- 30.4% |
$128K - $137K
|
1.12K
$330K
|
|
May 11, 2023
Q1 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-493- 8.0% |
$129K - $138K
|
5.67K
$1.67M
|
|
May 15, 2023
Q1 2023
|
First Dallas Securities Inc.
|
SELL
|
- |
-493- 10.54% |
$129K - $138K
|
4.19K
$1.23M
|
|
Apr 25, 2023
Q1 2023
|
Sky Investment Group LLC
|
SELL
|
- |
-494- 1.51% |
$129K - $138K
|
32.3K
$9.51M
|
|
Apr 06, 2023
Q1 2023
|
Kercheville Advisors, LLC
|
SELL
|
- |
-500- 6.43% |
$130K - $140K
|
7.27K
$2.14M
|
|
May 09, 2023
Q1 2023
|
Portland Global Advisors LLC
|
SELL
|
- |
-500- 7.34% |
$130K - $140K
|
6.31K
$1.86M
|
|
Apr 20, 2023
Q1 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-503- 1.22% |
$131K - $141K
|
40.6K
$11.9M
|
|
Apr 28, 2023
Q1 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-508- 1.45% |
$132K - $142K
|
34.4K
$10.1M
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-508- 15.99% |
$132K - $142K
|
2.67K
$786K
|
|
May 11, 2023
Q1 2023
|
Klcm Advisors, Inc.
|
SELL
|
- |
-512- 12.43% |
$133K - $143K
|
3.61K
$1.06M
|
|
Dec 19, 2024
Q1 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-512- 18.31% |
$133K - $143K
|
2.29K
$673K
|
|
May 08, 2023
Q1 2023
|
Brooktree Capital Management
|
SELL
|
- |
-525- 31.27% |
$137K - $147K
|
1.15K
$340K
|
|
May 22, 2023
Q1 2023
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-525- 1.42% |
$137K - $147K
|
36.5K
$10.7M
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-529- 4.69% |
$138K - $148K
|
10.7K
$3.16M
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-535- 9.72% |
$139K - $150K
|
4.97K
$1.46M
|
|
May 15, 2023
Q1 2023
|
Corton Capital Inc.
Carrying Place, A6 |
SELL
|
- |
-538- 17.28% |
$140K - $150K
|
2.58K
$758K
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-544- 11.67% |
$142K - $152K
|
4.12K
$1.21M
|
|
May 10, 2023
Q1 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-547- 2.4% |
$143K - $153K
|
22.2K
$6.54M
|
|
Apr 28, 2023
Q1 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-550- 36.79% |
$143K - $154K
|
945
$278K
|
|
Apr 28, 2023
Q1 2023
|
Hgk Asset Management Inc
|
SELL
|
- |
-550- 5.18% |
$143K - $154K
|
10.1K
$2.96M
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-550- 6.89% |
$143K - $154K
|
7.43K
$2.19M
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-551- 1.84% |
$144K - $154K
|
29.5K
$8.68M
|
|
Apr 14, 2023
Q1 2023
|
Arden Trust CO
|
SELL
|
- |
-555- 13.21% |
$145K - $155K
|
3.65K
$1.07M
|
|
May 10, 2023
Q1 2023
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-555- 20.57% |
$145K - $155K
|
2.14K
$631K
|
|
Apr 25, 2023
Q1 2023
|
Hendershot Investments Inc.
|
SELL
|
- |
-566- 13.25% |
$148K - $158K
|
3.71K
$1.09M
|
|
May 12, 2023
Q1 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-572- 21.22% |
$149K - $160K
|
2.12K
$625K
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-573- 1.84% |
$149K - $160K
|
30.6K
$9.02M
|
|
Apr 21, 2023
Q1 2023
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-576- 27.72% |
$150K - $161K
|
1.5K
$442K
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-576- 3.1% |
$150K - $161K
|
18K
$5.3M
|