Purchases and Sales Made in Q2 2024 in Mcdonalds Corp (MCD)
This table provides information about the institutional ownership of Mcdonalds Corp (MCD) during Q2 2024. 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 15, 2024
Q2 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
1+ 0.03% |
$249 - $280
|
3.55K
$1.11M
|
|
|
Aug 26, 2024
Q2 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
1+ 0.04% |
$249 - $280
|
2.56K
$802K
|
|
|
May 07, 2025
Q2 2024
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
1+ 0.12% |
$249 - $280
|
818
$256K
|
|
|
Jul 26, 2024
Q2 2024
|
Briaud Financial Planning, Inc
College Station, TX |
SELL
|
- |
-1- 0.25% |
$249 - $280
|
395
$124K
|
|
|
Aug 07, 2024
Q2 2024
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-1- 0.09% |
$249 - $280
|
1.17K
$367K
|
|
|
Feb 27, 2025
Q2 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-1- 0.88% |
$249 - $280
|
113
$35.3K
|
|
|
Mar 04, 2025
Q2 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-1- 1.72% |
$249 - $280
|
57
$17.8K
|
|
|
Jul 18, 2024
Q2 2024
|
E&G Advisors, LP
|
SELL
|
- |
-2- 0.13% |
$499 - $560
|
1.51K
$472K
|
|
|
Jul 23, 2024
Q2 2024
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-2- 0.2% |
$499 - $560
|
983
$307K
|
|
|
Jul 23, 2024
Q2 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-2- 0.07% |
$499 - $560
|
3K
$937K
|
|
|
Jul 25, 2024
Q2 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
SELL
|
- |
-2- 0.21% |
$499 - $560
|
973
$304K
|
|
|
Jul 30, 2024
Q2 2024
|
Integrity Financial Corp
|
SELL
|
- |
-2- 0.04% |
$499 - $560
|
4.91K
$1.53M
|
|
|
Jul 31, 2024
Q2 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-2- 0.16% |
$499 - $560
|
1.27K
$398K
|
|
|
Aug 02, 2024
Q2 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-2- 0.23% |
$499 - $560
|
877
$274K
|
|
|
Aug 05, 2024
Q2 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-2- 25.0% |
$499 - $560
|
6
$1.88K
|
|
|
Aug 05, 2024
Q2 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-2- 0.08% |
$499 - $560
|
2.56K
$800K
|
|
|
Aug 08, 2024
Q2 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-2- 0.14% |
$499 - $560
|
1.43K
$446K
|
|
|
Aug 13, 2024
Q2 2024
|
Kepos Capital LP
New York, NY |
SELL
|
- |
-2- 1.47% |
$499 - $560
|
134
$41.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-2- 0.09% |
$499 - $560
|
2.12K
$663K
|
|
|
Jul 10, 2024
Q2 2024
|
Five Oceans Advisors
|
SELL
|
- |
-3- 0.22% |
$748 - $841
|
1.37K
$427K
|
|
|
Jul 18, 2024
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-3- 0.2% |
$748 - $841
|
1.49K
$467K
|
|
|
Jul 22, 2024
Q2 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-3- 0.03% |
$748 - $841
|
9.87K
$3.09M
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-3- 0.78% |
$748 - $841
|
383
$120K
|
|
|
Jul 31, 2024
Q2 2024
|
New England Professional Planning Group Inc.
|
SELL
|
- |
-3- 0.38% |
$748 - $841
|
794
$248K
|
|
|
Aug 02, 2024
Q2 2024
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-3- 0.19% |
$748 - $841
|
1.56K
$487K
|
|
|
Aug 14, 2024
Q2 2024
|
Altshuler Shaham LTD
|
SELL
|
- |
-3- 3.66% |
$748 - $841
|
79
$24.7K
|
|
|
Feb 11, 2025
Q2 2024
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-3- 0.1% |
$748 - $841
|
2.9K
$907K
|
|
|
Mar 11, 2025
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-3- 0.25% |
$748 - $841
|
1.2K
$374K
|
|
|
Jul 16, 2024
Q2 2024
|
Addenda Capital Inc.
|
SELL
|
- |
-4- 0.02% |
$997 - $1.12K
|
22.4K
$7.01M
|
|
|
Jul 26, 2024
Q2 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-4- 0.37% |
$997 - $1.12K
|
1.07K
$333K
|
|
|
Aug 13, 2024
Q2 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-4- 0.03% |
$997 - $1.12K
|
12.8K
$4M
|
|
|
Aug 15, 2024
Q2 2024
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-4- 0.19% |
$997 - $1.12K
|
2.1K
$658K
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
SELL
|
- |
-4- 0.05% |
$997 - $1.12K
|
7.97K
$2.49M
|
|
|
Jul 10, 2024
Q2 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-5- 0.19% |
$1.25K - $1.4K
|
2.65K
$829K
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-5- 0.99% |
$1.25K - $1.4K
|
499
$156K
|
|
|
Jul 22, 2024
Q2 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-5- 1.86% |
$1.25K - $1.4K
|
264
$82.5K
|
|
|
Jul 26, 2024
Q2 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-5- 0.41% |
$1.25K - $1.4K
|
1.21K
$378K
|
|
|
Aug 09, 2024
Q2 2024
|
Fagan Associates, Inc.
|
SELL
|
- |
-5- 0.48% |
$1.25K - $1.4K
|
1.05K
$327K
|
|
|
Aug 13, 2024
Q2 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-5- 0.32% |
$1.25K - $1.4K
|
1.54K
$480K
|
|
|
Jul 11, 2024
Q2 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-6- 0.36% |
$1.5K - $1.68K
|
1.68K
$524K
|
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-6- 0.25% |
$1.5K - $1.68K
|
2.38K
$744K
|
|
|
Jul 24, 2024
Q2 2024
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-6- 0.52% |
$1.5K - $1.68K
|
1.15K
$360K
|
|
|
Aug 02, 2024
Q2 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-6- 0.16% |
$1.5K - $1.68K
|
3.64K
$1.14M
|
|
|
Aug 12, 2024
Q2 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-6- 0.59% |
$1.5K - $1.68K
|
1.01K
$317K
|
|
|
Aug 12, 2024
Q2 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-6- 0.11% |
$1.5K - $1.68K
|
5.7K
$1.78M
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-7- 0.2% |
$1.75K - $1.96K
|
3.51K
$1.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-7- 0.64% |
$1.75K - $1.96K
|
1.09K
$339K
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Insight Partners, LLC
|
SELL
|
- |
-7- 0.39% |
$1.75K - $1.96K
|
1.8K
$563K
|
|
|
Jul 26, 2024
Q2 2024
|
Leisure Capital Management
|
SELL
|
- |
-7- 0.14% |
$1.75K - $1.96K
|
5.03K
$1.57M
|
|
|
Aug 02, 2024
Q2 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-7- 0.25% |
$1.75K - $1.96K
|
2.82K
$880K
|