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
|
Belmont Capital, LLC
|
BUY
|
- |
41+ 62.12% |
$11.6K - $12.2K
|
107
$33K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
41+ 1.56% |
$11.6K - $12.2K
|
2.67K
$824K
|
|
|
Jul 17, 2023
Q2 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
40+ 1.21% |
$11.3K - $11.9K
|
3.34K
$1.03M
|
|
|
Jul 21, 2023
Q2 2023
|
E&G Advisors, LP
|
BUY
|
- |
40+ 3.16% |
$11.3K - $11.9K
|
1.31K
$403K
|
|
|
Jul 31, 2023
Q2 2023
|
Noesis Capital Mangement Corp
|
BUY
|
- |
40+ 4.03% |
$11.3K - $11.9K
|
1.03K
$318K
|
|
|
Aug 14, 2023
Q2 2023
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
40+ 1.07% |
$11.3K - $11.9K
|
3.77K
$1.16M
|
|
|
Jul 17, 2023
Q2 2023
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
39+ 0.47% |
$11K - $11.6K
|
8.31K
$2.56M
|
|
|
Jul 18, 2023
Q2 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
39+ 0.63% |
$11K - $11.6K
|
6.21K
$1.92M
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
BUY
|
- |
39+ 2.57% |
$11K - $11.6K
|
1.56K
$480K
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
38+ 0.97% |
$10.7K - $11.3K
|
3.94K
$1.22M
|
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
37+ 0.71% |
$10.4K - $11K
|
5.23K
$1.61M
|
|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
37New |
$10.4K - $11K
|
37
$11.4K
|
|
|
Jul 27, 2023
Q2 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
37+ 2.91% |
$10.4K - $11K
|
1.31K
$404K
|
|
|
Aug 08, 2023
Q2 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
37+ 1.58% |
$10.4K - $11K
|
2.38K
$735K
|
|
|
Jul 20, 2023
Q2 2023
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
36+ 1.39% |
$10.1K - $10.7K
|
2.62K
$809K
|
|
|
Aug 03, 2023
Q2 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
36+ 0.35% |
$10.1K - $10.7K
|
10.3K
$3.19M
|
|
|
Jul 14, 2023
Q2 2023
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
35+ 1.93% |
$9.87K - $10.4K
|
1.85K
$570K
|
|
|
Jul 28, 2023
Q2 2023
|
Costello Asset Management, Inc
|
BUY
|
- |
35+ 8.24% |
$9.87K - $10.4K
|
460
$142K
|
|
|
Jul 31, 2023
Q2 2023
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
35+ 0.46% |
$9.87K - $10.4K
|
7.69K
$2.37M
|
|
|
Aug 04, 2023
Q2 2023
|
Widmann Financial Services, Inc.
|
BUY
|
- |
35+ 0.37% |
$9.87K - $10.4K
|
9.53K
$2.94M
|
|
|
Aug 11, 2023
Q2 2023
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
35+ 3.94% |
$9.87K - $10.4K
|
923
$285K
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
35+ 1.04% |
$9.87K - $10.4K
|
3.41K
$1.05M
|
|
|
Jul 28, 2023
Q2 2023
|
Pachira Investments Inc.
|
BUY
|
- |
34+ 4.5% |
$9.58K - $10.1K
|
790
$244K
|
|
|
Aug 03, 2023
Q2 2023
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
34+ 1.03% |
$9.58K - $10.1K
|
3.34K
$1.03M
|
|
|
Aug 11, 2023
Q2 2023
|
Tom Russo
Gardner Russo & Quinn LLC
|
BUY
|
- |
34+ 1.74% |
$9.58K - $10.1K
|
1.99K
$613K
|
|
|
Aug 14, 2023
Q2 2023
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
34+ 1.65% |
$9.58K - $10.1K
|
2.09K
$645K
|
|
|
Aug 15, 2023
Q2 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
34+ 0.72% |
$9.58K - $10.1K
|
4.73K
$1.46M
|
|
|
Jul 27, 2023
Q2 2023
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
33+ 3.08% |
$9.3K - $9.85K
|
1.1K
$341K
|
|
|
Jul 28, 2023
Q2 2023
|
Howland Capital Management LLC
|
BUY
|
- |
33+ 0.35% |
$9.3K - $9.85K
|
9.57K
$2.95M
|
|
|
Jul 31, 2023
Q2 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
33+ 3.08% |
$9.3K - $9.85K
|
1.1K
$341K
|
|
|
Aug 03, 2023
Q2 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
33+ 0.37% |
$9.3K - $9.85K
|
8.98K
$2.77M
|
|
|
Aug 10, 2023
Q2 2023
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
33+ 3.24% |
$9.3K - $9.85K
|
1.05K
$324K
|
|
|
Aug 28, 2023
Q2 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
33+ 4.31% |
$9.3K - $9.85K
|
798
$246K
|
|
|
Jul 18, 2023
Q2 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
32+ 3.15% |
$9.02K - $9.55K
|
1.05K
$323K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
32+ 0.6% |
$9.02K - $9.55K
|
5.37K
$1.66M
|
|
|
Aug 03, 2023
Q2 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
32+ 3.92% |
$9.02K - $9.55K
|
848
$262K
|
|
|
Aug 10, 2023
Q2 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
32+ 0.28% |
$9.02K - $9.55K
|
11.3K
$3.48M
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
31+ 0.02% |
$8.74K - $9.25K
|
190K
$58.7M
|
|
|
Jul 28, 2023
Q2 2023
|
Satovsky Asset Management LLC
|
BUY
|
- |
31+ 2.76% |
$8.74K - $9.25K
|
1.16K
$357K
|
|
|
Jan 28, 2025
Q2 2023
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
31+ 0.98% |
$8.74K - $9.25K
|
3.18K
$982K
|
|
|
Jul 17, 2023
Q2 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
30+ 272.73% |
$8.46K - $8.95K
|
41
$12.7K
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
30+ 0.07% |
$8.46K - $8.95K
|
43.9K
$13.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
30+ 3.16% |
$8.46K - $8.95K
|
979
$302K
|
|
|
Jul 26, 2023
Q2 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
29+ 0.28% |
$8.18K - $8.65K
|
10.5K
$3.22M
|
|
|
Jul 26, 2023
Q2 2023
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
29+ 0.38% |
$8.18K - $8.65K
|
7.66K
$2.36M
|
|
|
Jul 14, 2023
Q2 2023
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
28+ 0.48% |
$7.89K - $8.36K
|
5.87K
$1.81M
|
|
|
Jul 25, 2023
Q2 2023
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
28+ 1.55% |
$7.89K - $8.36K
|
1.83K
$565K
|
|
|
Aug 02, 2023
Q2 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
28+ 0.48% |
$7.89K - $8.36K
|
5.81K
$1.79M
|
|
|
Jul 13, 2023
Q2 2023
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
27+ 0.27% |
$7.61K - $8.06K
|
9.86K
$3.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
27+ 1.67% |
$7.61K - $8.06K
|
1.65K
$508K
|