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 |
---|---|---|---|---|---|---|---|
Aug 10, 2023
Q2 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
684New |
$193K - $204K
|
684
$199K
|
|
Aug 14, 2023
Q2 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
684+ 8.41% |
$193K - $204K
|
8.82K
$2.56M
|
|
Jul 12, 2023
Q2 2023
|
Collective Family Office LLC
|
BUY
|
- |
683New |
$193K - $204K
|
683
$198K
|
|
Aug 07, 2023
Q2 2023
|
Reston Wealth Management LLC
|
BUY
|
- |
683New |
$193K - $204K
|
683
$198K
|
|
Jul 12, 2023
Q2 2023
|
Darwin Advisors, LLC
|
BUY
|
- |
680New |
$192K - $203K
|
680
$197K
|
|
Aug 01, 2023
Q2 2023
|
Ccla Investment Management LTD
London, X0 |
BUY
|
- |
680+ 0.31% |
$192K - $203K
|
220K
$64M
|
|
Mar 29, 2024
Q2 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
679New |
$191K - $203K
|
679
$197K
|
|
Jul 17, 2023
Q2 2023
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
676New |
$191K - $202K
|
676
$196K
|
|
Aug 02, 2023
Q2 2023
|
Sym Financial Corp
|
BUY
|
- |
676New |
$191K - $202K
|
676
$196K
|
|
Jul 11, 2023
Q2 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
674New |
$190K - $201K
|
674
$196K
|
|
Aug 10, 2023
Q2 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
674+ 21.73% |
$190K - $201K
|
3.78K
$1.1M
|
|
Sep 07, 2023
Q2 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
673New |
$190K - $201K
|
673
$195K
|
|
Aug 03, 2023
Q2 2023
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
657+ 0.73% |
$185K - $196K
|
91.2K
$26.5M
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
656+ 5.88% |
$185K - $196K
|
11.8K
$3.43M
|
|
Jul 19, 2023
Q2 2023
|
Chicago Trust CO Na
|
BUY
|
- |
655+ 6.07% |
$185K - $195K
|
11.5K
$3.32M
|
|
Jul 13, 2023
Q2 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
646+ 43.98% |
$182K - $193K
|
2.12K
$614K
|
|
Oct 23, 2023
Q2 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
646New |
$182K - $193K
|
646
$188K
|
|
Jul 13, 2023
Q2 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
642+ 3.37% |
$181K - $192K
|
19.7K
$5.72M
|
|
Jul 18, 2023
Q2 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
634+ 41.47% |
$179K - $189K
|
2.16K
$628K
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
629+ 29.23% |
$177K - $188K
|
2.78K
$807K
|
|
Aug 10, 2023
Q2 2023
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
625+ 1.34% |
$176K - $187K
|
47.3K
$13.7M
|
|
Aug 14, 2023
Q2 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
622+ 7.0% |
$175K - $186K
|
9.51K
$2.76M
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
621+ 5.03% |
$175K - $185K
|
13K
$3.77M
|
|
Jul 18, 2023
Q2 2023
|
Capital Advisors Inc
|
BUY
|
- |
619+ 10.17% |
$174K - $185K
|
6.71K
$1.95M
|
|
Jul 13, 2023
Q2 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
605+ 27.78% |
$171K - $181K
|
2.78K
$808K
|
|
Jul 31, 2023
Q2 2023
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
603+ 0.36% |
$170K - $180K
|
170K
$49.3M
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
602+ 261.74% |
$170K - $180K
|
832
$242K
|
|
Aug 14, 2023
Q2 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
592+ 7.06% |
$167K - $177K
|
8.98K
$2.61M
|
|
Jul 26, 2023
Q2 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
588+ 11.33% |
$166K - $175K
|
5.78K
$1.68M
|
|
Jul 27, 2023
Q2 2023
|
Bank Ozk
|
BUY
|
- |
583+ 18.49% |
$164K - $174K
|
3.74K
$1.08M
|
|
Jul 21, 2023
Q2 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
582+ 49.83% |
$164K - $174K
|
1.75K
$508K
|
|
Jul 13, 2023
Q2 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
577+ 1.78% |
$163K - $172K
|
32.9K
$9.56M
|
|
Aug 08, 2023
Q2 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
573+ 2.3% |
$162K - $171K
|
25.5K
$7.39M
|
|
Jul 18, 2023
Q2 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
569+ 3.67% |
$160K - $170K
|
16.1K
$4.67M
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
568+ 19.25% |
$160K - $169K
|
3.52K
$1.02M
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
565+ 14.09% |
$159K - $169K
|
4.57K
$1.33M
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
564+ 30.18% |
$159K - $168K
|
2.43K
$706K
|
|
Jul 18, 2023
Q2 2023
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
559+ 72.88% |
$158K - $167K
|
1.33K
$385K
|
|
Jul 20, 2023
Q2 2023
|
Advocate Group LLC
|
BUY
|
- |
556+ 2.27% |
$157K - $166K
|
25K
$7.27M
|
|
Aug 10, 2023
Q2 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
555+ 0.71% |
$156K - $166K
|
79.2K
$23M
|
|
Jul 28, 2023
Q2 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
554+ 4.06% |
$156K - $165K
|
14.2K
$4.12M
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
549+ 10.99% |
$155K - $164K
|
5.55K
$1.61M
|
|
Aug 01, 2023
Q2 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
545+ 53.22% |
$154K - $163K
|
1.57K
$455K
|
|
Aug 01, 2023
Q2 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
545+ 28.37% |
$154K - $163K
|
2.47K
$716K
|
|
Jul 25, 2023
Q2 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
542+ 24.54% |
$153K - $162K
|
2.75K
$799K
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
542+ 2.64% |
$153K - $162K
|
21K
$6.11M
|
|
Aug 09, 2023
Q2 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
536+ 0.87% |
$151K - $160K
|
62.3K
$18.1M
|
|
Aug 08, 2023
Q2 2023
|
Hyman Charles D
|
BUY
|
- |
533+ 0.35% |
$150K - $159K
|
155K
$45M
|
|
Jul 31, 2023
Q2 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
529+ 17.99% |
$149K - $158K
|
3.47K
$1.01M
|
|
Aug 08, 2023
Q2 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
527+ 61.42% |
$149K - $157K
|
1.39K
$402K
|