Heritage Wealth Advisors Mcdonalds Corp Transaction History

Heritage Wealth Advisors

  • $2.06 Billion
  • Q3 2024

A detailed history of Heritage Wealth Advisors transactions in Mcdonalds Corp stock. As of the latest transaction made, Heritage Wealth Advisors holds 113,157 shares of MCD stock, worth $32.3 Million. This represents 1.67% of its overall portfolio holdings.

Number of Shares
113,157
Previous 104,037 8.77%
Holding current value
$32.3 Million
Previous $26.5 Million 29.97%
% of portfolio
1.67%
Previous 1.23%

Shares

36 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$245.82 - $304.51 $2.24 Million - $2.78 Million
9,120 Added 8.77%
113,157 $34.5 Million
Q2 2024

Dec 12, 2024
BUY
$249.37 - $280.22 $1.95 Million - $2.19 Million
7,810 Added 8.12%
104,037 $26.5 Million
Q2 2024

Aug 05, 2024
BUY
$249.37 - $280.22 $1.95 Million - $2.19 Million
7,810 Added 8.12%
104,037 $26.5 Million
Q1 2024

Dec 12, 2024
BUY
$278.58 - $300.53 $2.5 Million - $2.7 Million
8,980 Added 10.29%
96,227 $27.1 Million
Q1 2024

May 08, 2024
BUY
$278.58 - $300.53 $2.49 Million - $2.68 Million
8,925 Added 10.22%
96,227 $27.1 Million
Q4 2023

Dec 12, 2024
BUY
$246.19 - $296.51 $2.05 Million - $2.47 Million
8,323 Added 10.55%
87,247 $25.9 Million
Q4 2023

Feb 09, 2024
BUY
$246.19 - $296.51 $2.06 Million - $2.48 Million
8,378 Added 10.62%
87,302 $25.9 Million
Q3 2023

Dec 12, 2024
BUY
$263.44 - $297.13 $17.7 Million - $20 Million
67,148 Added 570.21%
78,924 $20.8 Million
Q3 2023

Nov 08, 2023
BUY
$263.44 - $297.13 $17.7 Million - $20 Million
67,148 Added 570.21%
78,924 $20.8 Million
Q2 2023

Dec 12, 2024
SELL
$281.9 - $298.41 $28.6 Million - $30.3 Million
-101,381 Reduced 89.59%
11,776 $3.51 Million
Q2 2023

Aug 09, 2023
SELL
$281.9 - $298.41 $120,653 - $127,719
-428 Reduced 3.51%
11,776 $3.51 Million
Q1 2023

May 04, 2023
BUY
$260.66 - $279.61 $179,594 - $192,651
689 Added 5.98%
12,204 $3.41 Million
Q4 2022

Dec 12, 2024
SELL
$233.19 - $277.79 $203,808 - $242,788
-874 Reduced 7.05%
11,515 $3.03 Million
Q4 2022

Feb 06, 2023
SELL
$233.19 - $277.79 $203,808 - $242,788
-874 Reduced 7.05%
11,515 $3.03 Million
Q3 2022

Dec 12, 2024
SELL
$230.74 - $266.82 $23.3 Million - $26.9 Million
-100,768 Reduced 89.05%
12,389 $2.86 Million
Q3 2022

Nov 10, 2022
BUY
$230.74 - $266.82 $92,065 - $106,461
399 Added 3.33%
12,389 $2.86 Million
Q2 2022

Aug 04, 2022
SELL
$229.0 - $255.85 $5,954 - $6,652
-26 Reduced 0.22%
11,990 $2.96 Million
Q1 2022

May 11, 2022
BUY
$222.0 - $269.69 $3,330 - $4,045
15 Added 0.12%
12,016 $2.97 Million
Q4 2021

Feb 02, 2022
BUY
$236.42 - $268.49 $26,479 - $30,070
112 Added 0.94%
12,001 $3.22 Million
Q3 2021

Nov 02, 2021
BUY
$229.26 - $248.11 $10,545 - $11,413
46 Added 0.39%
11,889 $2.87 Million
Q2 2021

Aug 09, 2021
BUY
$225.21 - $237.11 $335,337 - $353,056
1,489 Added 14.38%
11,843 $2.74 Million
Q2 2021

Jul 27, 2021
SELL
$225.21 - $237.11 $200,662 - $211,265
-891 Reduced 7.92%
10,354 $2.22 Million
Q1 2021

Apr 27, 2021
BUY
$204.84 - $227.35 $182,512 - $202,568
891 Added 8.61%
11,245 $2.52 Million
Q4 2020

Feb 01, 2021
BUY
$207.76 - $229.64 $230,198 - $254,441
1,108 Added 11.98%
10,354 $2.22 Million
Q3 2020

Nov 03, 2020
BUY
$183.52 - $224.81 $45,880 - $56,202
250 Added 2.78%
9,246 $2.03 Million
Q2 2020

Jul 17, 2020
BUY
$158.17 - $202.65 $2.83 Million - $3.63 Million
17,905 Added 208.95%
26,474 $1.66 Million
Q2 2020

Jul 17, 2020
SELL
$158.17 - $202.65 $2.76 Million - $3.54 Million
-17,478 Reduced 66.02%
8,996 $1.66 Million
Q1 2020

May 05, 2020
BUY
$137.1 - $217.46 $49,356 - $78,285
360 Added 4.39%
8,569 $1.42 Million
Q4 2019

Feb 04, 2020
BUY
$188.66 - $212.83 $171,869 - $193,888
911 Added 12.48%
8,209 $1.62 Million
Q3 2019

Oct 30, 2019
BUY
$206.3 - $221.15 $324,509 - $347,868
1,573 Added 27.48%
7,298 $1.57 Million
Q2 2019

Aug 05, 2019
BUY
$188.35 - $207.66 $326,033 - $359,459
1,731 Added 43.34%
5,725 $0
Q1 2019

May 06, 2019
BUY
$173.97 - $189.9 $71,153 - $77,669
409 Added 11.41%
3,994 $0
Q4 2018

Jan 28, 2019
BUY
$162.97 - $189.26 $19,882 - $23,089
122 Added 3.52%
3,585 $636,000
Q1 2018

May 10, 2018
BUY
$148.27 - $178.36 $1,186 - $1,426
8 Added 0.23%
3,463 $541,000
Q4 2017

Feb 02, 2018
BUY
$156.86 - $174.2 $1,882 - $2,090
12 Added 0.35%
3,455 $595,000
Q3 2017

Nov 07, 2017
BUY
$153.35 - $161.53 $527,984 - $556,147
3,443
3,443 $540,000

Others Institutions Holding MCD

# of Institutions
3,534
Shares Held
499M
Call Options Held
9.55M
Put Options Held
8.85M
View Full List

About MCDONALDS CORP

MCD Quotes by TradingView
  • Ticker MCD
  • Exchange NYSE
  • Sector Consumer Cyclical
  • Industry Restaurants
  • Shares Outstandng 735,716,992
  • Market Cap $210B
  • Description
  • McDonald's Corporation operates and franchises McDonald's restaurants in the United States and internationally. Its restaurants offer hamburgers and cheeseburgers, chicken sandwiches and nuggets, wraps, fries, salads, oatmeal, shakes, desserts, sundaes, soft serve cones, bakery items, soft drinks, coffee, and beverages and other beverages, as we...
More about MCD
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