A detailed history of Primoris Wealth Advisors, LLC transactions in Mcdonalds Corp stock. As of the latest transaction made, Primoris Wealth Advisors, LLC holds 2,251 shares of MCD stock, worth $659,205. This represents 0.49% of its overall portfolio holdings.

Number of Shares
2,251
Previous 2,350 4.21%
Holding current value
$659,205
Previous $598,000 14.55%
% of portfolio
0.49%
Previous 0.48%

Shares

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

Nov 01, 2024

SELL
$245.82 - $304.51 $24,336 - $30,146
-99 Reduced 4.21%
2,251 $685,000
Q2 2024

Aug 01, 2024

SELL
$249.37 - $280.22 $169,571 - $190,549
-680 Reduced 22.44%
2,350 $598,000
Q1 2024

May 07, 2024

SELL
$278.58 - $300.53 $345,160 - $372,356
-1,239 Reduced 29.02%
3,030 $854,000
Q4 2023

Feb 15, 2024

SELL
$246.19 - $296.51 $162,977 - $196,289
-662 Reduced 13.43%
4,269 $1.27 Million
Q3 2023

Oct 31, 2023

BUY
$263.44 - $297.13 $1.3 Million - $1.47 Million
4,931 New
4,931 $1.3 Million

Others Institutions Holding MCD

About MCDONALDS CORP


  • Ticker MCD
  • Exchange NYSE
  • Sector Consumer Cyclical
  • Industry Restaurants
  • Shares Outstandng 735,716,992
  • Market Cap $215B
  • 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
Track This Portfolio

Track Primoris Wealth Advisors, LLC Portfolio

Follow Primoris Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Primoris Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Primoris Wealth Advisors, LLC with notifications on news.