Purchases and Sales Made in Q4 2023 in Mcdonalds Corp (MCD)
This table provides information about the institutional ownership of Mcdonalds Corp (MCD) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2024
Q4 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
597+ 2.85% |
$147K - $177K
|
21.6K
$6.35M
|
|
|
Jan 26, 2024
Q4 2023
|
Impax Asset Management Group PLC
|
BUY
|
- |
596+ 3.86% |
$147K - $177K
|
16.1K
$4.73M
|
|
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
584+ 0.69% |
$144K - $173K
|
84.9K
$25M
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
583+ 38.41% |
$144K - $173K
|
2.1K
$619K
|
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
578+ 41.79% |
$142K - $171K
|
1.96K
$577K
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
573+ 16.47% |
$141K - $170K
|
4.05K
$1.19M
|
|
|
Feb 07, 2024
Q4 2023
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
571+ 18.3% |
$141K - $169K
|
3.69K
$1.09M
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
569+ 30.17% |
$140K - $169K
|
2.46K
$723K
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
569+ 11.48% |
$140K - $169K
|
5.53K
$1.63M
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
568New |
$140K - $168K
|
568
$167K
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
566+ 1.98% |
$139K - $168K
|
29.1K
$8.57M
|
|
|
Feb 13, 2024
Q4 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
566+ 35.09% |
$139K - $168K
|
2.18K
$642K
|
|
|
Jan 12, 2024
Q4 2023
|
Stokes Capital Advisors, LLC
|
BUY
|
- |
565+ 2.13% |
$139K - $168K
|
27.1K
$7.97M
|
|
|
Jan 31, 2024
Q4 2023
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
561+ 2.05% |
$138K - $166K
|
27.9K
$8.23M
|
|
|
Feb 27, 2025
Q4 2023
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
561New |
$138K - $166K
|
561
$165K
|
|
|
Jan 23, 2024
Q4 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
559+ 3.19% |
$138K - $166K
|
18.1K
$5.33M
|
|
|
Jan 31, 2024
Q4 2023
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
557+ 12.6% |
$137K - $165K
|
4.98K
$1.47M
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
557+ 0.47% |
$137K - $165K
|
120K
$35.4M
|
|
|
Jan 25, 2024
Q4 2023
|
Fortem Financial Group, LLC
|
BUY
|
- |
554+ 15.99% |
$136K - $164K
|
4.02K
$1.18M
|
|
|
Jan 29, 2024
Q4 2023
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
551+ 8.77% |
$136K - $163K
|
6.83K
$2.01M
|
|
|
Jan 22, 2024
Q4 2023
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
550+ 32.39% |
$135K - $163K
|
2.25K
$662K
|
|
|
Feb 13, 2024
Q4 2023
|
Platform Technology Partners
|
BUY
|
- |
549+ 7.21% |
$135K - $163K
|
8.17K
$2.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Lansing Street Advisors
|
BUY
|
- |
548+ 1.13% |
$135K - $162K
|
49.2K
$14.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
545New |
$134K - $162K
|
545
$160K
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
532New |
$131K - $158K
|
532
$157K
|
|
|
Feb 06, 2024
Q4 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
530+ 5.06% |
$130K - $157K
|
11K
$3.24M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
527+ 4.57% |
$130K - $156K
|
12.1K
$3.55M
|
|
|
Feb 07, 2024
Q4 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
526+ 3.58% |
$129K - $156K
|
15.2K
$4.48M
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
524+ 1.02% |
$129K - $155K
|
51.7K
$15.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Trust CO
|
BUY
|
- |
515+ 20.85% |
$127K - $153K
|
2.99K
$879K
|
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
515+ 21.99% |
$127K - $153K
|
2.86K
$841K
|
|
|
Feb 05, 2024
Q4 2023
|
Cannell & Co.
New York, NY |
BUY
|
- |
510+ 12.24% |
$126K - $151K
|
4.68K
$1.38M
|
|
|
Feb 07, 2024
Q4 2023
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
510+ 7.21% |
$126K - $151K
|
7.58K
$2.23M
|
|
|
Jan 08, 2024
Q4 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
507+ 6.85% |
$125K - $150K
|
7.91K
$2.33M
|
|
|
Feb 12, 2024
Q4 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
507+ 3.5% |
$125K - $150K
|
15K
$4.41M
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
506+ 3.76% |
$125K - $150K
|
14K
$4.12M
|
|
|
Feb 12, 2024
Q4 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
503+ 43.4% |
$124K - $149K
|
1.66K
$489K
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
501+ 2.11% |
$123K - $149K
|
24.2K
$7.14M
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
BUY
|
- |
499+ 5.87% |
$123K - $148K
|
9K
$2.65M
|
|
|
Jan 22, 2024
Q4 2023
|
Alta Capital Management LLC
|
BUY
|
- |
497+ 4.98% |
$122K - $147K
|
10.5K
$3.08M
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
496+ 16.87% |
$122K - $147K
|
3.44K
$1.01M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
496+ 4.85% |
$122K - $147K
|
10.7K
$3.16M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
493+ 2.08% |
$121K - $146K
|
24.2K
$7.13M
|
|
|
Jan 16, 2024
Q4 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
492+ 13.96% |
$121K - $146K
|
4.02K
$1.18M
|
|
|
Feb 26, 2025
Q4 2023
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
490+ 43.67% |
$121K - $145K
|
1.61K
$475K
|
|
|
Jan 31, 2024
Q4 2023
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
489+ 39.0% |
$120K - $145K
|
1.74K
$513K
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
488+ 0.51% |
$120K - $145K
|
97K
$28.6M
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
486+ 4860.0% |
$120K - $144K
|
496
$146K
|
|
|
Jan 22, 2024
Q4 2023
|
Berkshire Bank
|
BUY
|
- |
483+ 4.71% |
$119K - $143K
|
10.7K
$3.16M
|
|
|
Jan 14, 2025
Q4 2023
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
479New |
$118K - $142K
|
479
$141K
|