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 06, 2023
Q2 2023
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-25- 0.04% |
$7.05K - $7.46K
|
59.7K
$17.7M
|
|
|
Jul 10, 2023
Q2 2023
|
Appleton Partners Inc
|
SELL
|
- |
-25- 0.1% |
$7.05K - $7.46K
|
24.1K
$7.13M
|
|
|
Jul 14, 2023
Q2 2023
|
M. Kraus & CO
|
SELL
|
- |
-25- 1.16% |
$7.05K - $7.46K
|
2.13K
$629K
|
|
|
Aug 01, 2023
Q2 2023
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-25- 13.81% |
$7.05K - $7.46K
|
156
$46.2K
|
|
|
Aug 01, 2023
Q2 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-25- 0.21% |
$7.05K - $7.46K
|
11.6K
$3.44M
|
|
|
Aug 03, 2023
Q2 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-25- 0.34% |
$7.05K - $7.46K
|
7.41K
$2.19M
|
|
|
Aug 14, 2023
Q2 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-25- 3.06% |
$7.05K - $7.46K
|
791
$234K
|
|
|
Jul 11, 2023
Q2 2023
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-26- 2.14% |
$7.33K - $7.76K
|
1.19K
$352K
|
|
|
Jul 20, 2023
Q2 2023
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-26- 3.02% |
$7.33K - $7.76K
|
834
$247K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-26- 0.57% |
$7.33K - $7.76K
|
4.56K
$1.35M
|
|
|
Aug 08, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
SELL
|
- |
-26- 2.31% |
$7.33K - $7.76K
|
1.1K
$326K
|
|
|
Aug 14, 2023
Q2 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-26- 2.06% |
$7.33K - $7.76K
|
1.24K
$366K
|
|
|
Jul 24, 2023
Q2 2023
|
Altshuler Shaham LTD
|
SELL
|
- |
-27- 17.31% |
$7.61K - $8.06K
|
129
$38.2K
|
|
|
Jul 25, 2023
Q2 2023
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-27- 0.07% |
$7.61K - $8.06K
|
39.6K
$11.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-27- 2.21% |
$7.61K - $8.06K
|
1.2K
$355K
|
|
|
Aug 09, 2023
Q2 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-27- 0.61% |
$7.61K - $8.06K
|
4.37K
$1.29M
|
|
|
Aug 11, 2023
Q2 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-27- 1.74% |
$7.61K - $8.06K
|
1.52K
$451K
|
|
|
Oct 28, 2024
Q2 2023
|
Old North State Wealth Management, LLC
Wilmington, NC |
SELL
|
- |
-27- 3.15% |
$7.61K - $8.06K
|
830
$246K
|
|
|
Jul 21, 2023
Q2 2023
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-28- 1.47% |
$7.89K - $8.36K
|
1.87K
$554K
|
|
|
Aug 02, 2023
Q2 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-28- 0.96% |
$7.89K - $8.36K
|
2.89K
$855K
|
|
|
Aug 02, 2023
Q2 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-28- 0.16% |
$7.89K - $8.36K
|
17.5K
$5.17M
|
|
|
Aug 07, 2023
Q2 2023
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-28- 0.7% |
$7.89K - $8.36K
|
3.96K
$1.17M
|
|
|
Aug 07, 2023
Q2 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-28- 1.52% |
$7.89K - $8.36K
|
1.81K
$536K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-28- 1.84% |
$7.89K - $8.36K
|
1.49K
$443K
|
|
|
Aug 09, 2023
Q2 2023
|
Adirondack Trust CO
|
SELL
|
- |
-28- 0.23% |
$7.89K - $8.36K
|
12.3K
$3.63M
|
|
|
Aug 09, 2023
Q2 2023
|
Holistic Financial Partners
|
SELL
|
- |
-28- 1.99% |
$7.89K - $8.36K
|
1.38K
$408K
|
|
|
Aug 10, 2023
Q2 2023
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-28- 0.44% |
$7.89K - $8.36K
|
6.35K
$1.88M
|
|
|
Jul 20, 2023
Q2 2023
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-29- 2.83% |
$8.18K - $8.65K
|
995
$295K
|
|
|
Jul 11, 2023
Q2 2023
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-30- 3.57% |
$8.46K - $8.95K
|
810
$240K
|
|
|
Aug 04, 2023
Q2 2023
|
Hemington Wealth Management
|
SELL
|
- |
-30- 2.32% |
$8.46K - $8.95K
|
1.26K
$373K
|
|
|
Aug 11, 2023
Q2 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-30- 1.33% |
$8.46K - $8.95K
|
2.22K
$657K
|
|
|
Aug 14, 2023
Q2 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-30- 1.41% |
$8.46K - $8.95K
|
2.1K
$623K
|
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
SELL
|
- |
-31- 0.44% |
$8.74K - $9.25K
|
6.99K
$2.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-31- 22.79% |
$8.74K - $9.25K
|
105
$31.1K
|
|
|
Jul 10, 2023
Q2 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-32- 1.11% |
$9.02K - $9.55K
|
2.86K
$847K
|
|
|
Jul 24, 2023
Q2 2023
|
Ami Asset Management Corp
|
SELL
|
- |
-32- 0.8% |
$9.02K - $9.55K
|
3.99K
$1.18M
|
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-32- 3.78% |
$9.02K - $9.55K
|
815
$241K
|
|
|
Aug 07, 2023
Q2 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-32- 0.16% |
$9.02K - $9.55K
|
19.4K
$5.75M
|
|
|
Jul 13, 2023
Q2 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-33- 0.54% |
$9.3K - $9.85K
|
6.03K
$1.79M
|
|
|
Aug 08, 2023
Q2 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-33- 1.09% |
$9.3K - $9.85K
|
2.99K
$885K
|
|
|
Aug 10, 2023
Q2 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-33- 2.28% |
$9.3K - $9.85K
|
1.41K
$419K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-34- 14.53% |
$9.58K - $10.1K
|
200
$59.2K
|
|
|
Aug 08, 2023
Q2 2023
|
Regimen Wealth, LLC
Atlanta, GA |
SELL
|
- |
-34- 4.36% |
$9.58K - $10.1K
|
746
$221K
|
|
|
Aug 08, 2023
Q2 2023
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-34- 0.44% |
$9.58K - $10.1K
|
7.71K
$2.28M
|
|
|
Jul 17, 2023
Q2 2023
|
First National Bank Sioux Falls
|
SELL
|
- |
-35- 2.25% |
$9.87K - $10.4K
|
1.52K
$450K
|
|
|
Jul 21, 2023
Q2 2023
|
Sl Advisors, LLC
|
SELL
|
- |
-35- 1.75% |
$9.87K - $10.4K
|
1.96K
$582K
|
|
|
Jul 26, 2023
Q2 2023
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-35- 0.78% |
$9.87K - $10.4K
|
4.44K
$1.31M
|
|
|
Jul 26, 2023
Q2 2023
|
Waycross Partners, LLC
Louisville, KY |
SELL
|
- |
-35- 1.34% |
$9.87K - $10.4K
|
2.58K
$764K
|
|
|
Aug 02, 2023
Q2 2023
|
Hgk Asset Management Inc
|
SELL
|
- |
-35- 0.35% |
$9.87K - $10.4K
|
10K
$2.97M
|
|
|
Aug 10, 2023
Q2 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-35- 0.45% |
$9.87K - $10.4K
|
7.69K
$2.28M
|