Purchases and Sales Made in Q2 2023 in Mcdonalds Corp (MCD)
This table provides information about the institutional ownership of Mcdonalds Corp (MCD) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 25, 2023
Q2 2023
|
Buffington Mohr Mc Neal
|
BUY
|
- |
1KNew |
$283K - $300K
|
1K
$296K
|
|
Jul 11, 2023
Q2 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
1K+ 0.48% |
$283K - $299K
|
209K
$61.7M
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1KNew |
$283K - $299K
|
1K
$296K
|
|
Aug 14, 2023
Q2 2023
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
1KNew |
$282K - $299K
|
1K
$295K
|
|
Jul 25, 2023
Q2 2023
|
Homestead Advisers Corp
|
BUY
|
- |
1K+ 0.47% |
$282K - $298K
|
216K
$63.6M
|
|
Aug 07, 2023
Q2 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
1KNew |
$282K - $298K
|
1K
$295K
|
|
Aug 14, 2023
Q2 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
1KNew |
$282K - $298K
|
1K
$295K
|
|
Aug 10, 2023
Q2 2023
|
True North Advisors, LLC
|
BUY
|
- |
998New |
$281K - $298K
|
998
$294K
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
994+ 45.53% |
$280K - $297K
|
3.18K
$937K
|
|
Jul 17, 2023
Q2 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
980+ 77.04% |
$276K - $292K
|
2.25K
$665K
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
975+ 6.73% |
$275K - $291K
|
15.5K
$4.56M
|
|
Aug 02, 2023
Q2 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
957+ 2.89% |
$270K - $286K
|
34K
$10M
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
953+ 20.06% |
$269K - $284K
|
5.7K
$1.68M
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
951+ 84.76% |
$268K - $284K
|
2.07K
$612K
|
|
Jul 17, 2023
Q2 2023
|
Heritage Investment Group, Inc.
|
BUY
|
- |
947+ 100.74% |
$267K - $283K
|
1.89K
$557K
|
|
Aug 09, 2023
Q2 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
947+ 1.7% |
$267K - $283K
|
56.8K
$16.8M
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
944+ 6.92% |
$266K - $282K
|
14.6K
$4.3M
|
|
Jul 26, 2023
Q2 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
939+ 6.78% |
$265K - $280K
|
14.8K
$4.36M
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
931+ 1.04% |
$262K - $278K
|
90.5K
$26.7M
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
931+ 5.76% |
$262K - $278K
|
17.1K
$5.04M
|
|
Aug 23, 2023
Q2 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
926New |
$261K - $276K
|
926
$273K
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
920+ 10.61% |
$259K - $275K
|
9.59K
$2.83M
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
913+ 5.0% |
$257K - $272K
|
19.2K
$5.66M
|
|
Aug 14, 2023
Q2 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
908New |
$256K - $271K
|
908
$268K
|
|
Jul 19, 2023
Q2 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
904New |
$255K - $270K
|
904
$267K
|
|
Aug 14, 2023
Q2 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
903+ 49.45% |
$255K - $269K
|
2.73K
$805K
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
901New |
$254K - $269K
|
901
$266K
|
|
Aug 14, 2023
Q2 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
901New |
$254K - $269K
|
901
$266K
|
|
Aug 14, 2023
Q2 2023
|
Harris Associates L P
Chicago, IL |
BUY
|
- |
900New |
$254K - $269K
|
900
$266K
|
|
Jul 20, 2023
Q2 2023
|
Mill Capital Management, LLC
|
BUY
|
- |
891+ 18.75% |
$251K - $266K
|
5.64K
$1.67M
|
|
Aug 11, 2023
Q2 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
889New |
$251K - $265K
|
889
$262K
|
|
Jul 28, 2023
Q2 2023
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
884New |
$249K - $264K
|
884
$261K
|
|
Aug 14, 2023
Q2 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
880+ 7.78% |
$248K - $263K
|
12.2K
$3.6M
|
|
Aug 09, 2023
Q2 2023
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
871New |
$246K - $260K
|
871
$257K
|
|
Jul 28, 2023
Q2 2023
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
865+ 9.88% |
$244K - $258K
|
9.62K
$2.84M
|
|
Aug 03, 2023
Q2 2023
|
Goldstream Capital Management LTD
|
BUY
|
- |
859+ 73.86% |
$242K - $256K
|
2.02K
$597K
|
|
Jul 19, 2023
Q2 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
854New |
$241K - $255K
|
854
$252K
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
843+ 3.6% |
$238K - $252K
|
24.3K
$7.17M
|
|
Jul 25, 2023
Q2 2023
|
Bullseye Investment Management, LLC
|
BUY
|
- |
843+ 105.77% |
$238K - $252K
|
1.64K
$484K
|
|
Jul 07, 2023
Q2 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
838+ 3.73% |
$236K - $250K
|
23.3K
$6.87M
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
836+ 3.65% |
$236K - $249K
|
23.7K
$7M
|
|
Feb 13, 2024
Q2 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
834+ 12.0% |
$235K - $249K
|
7.78K
$2.3M
|
|
Jul 21, 2023
Q2 2023
|
Franklin, Parlapiano, Turner & Welch, LLC
|
BUY
|
- |
832New |
$235K - $248K
|
832
$246K
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
BUY
|
- |
830+ 6.06% |
$234K - $248K
|
14.5K
$4.29M
|
|
Jul 31, 2023
Q2 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
829+ 27.84% |
$234K - $247K
|
3.81K
$1.12M
|
|
Jul 18, 2023
Q2 2023
|
Home Federal Bank Of Tennessee
|
BUY
|
- |
818New |
$231K - $244K
|
818
$241K
|
|
Jul 12, 2023
Q2 2023
|
Windsor Group LTD
|
BUY
|
- |
803New |
$226K - $240K
|
803
$237K
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
803+ 3.4% |
$226K - $240K
|
24.4K
$7.21M
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
BUY
|
- |
798+ 17.84% |
$225K - $238K
|
5.27K
$1.56M
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
797+ 2.09% |
$225K - $238K
|
38.9K
$11.5M
|