A detailed history of Alera Investment Advisors, LLC transactions in Mcdonalds Corp stock. As of the latest transaction made, Alera Investment Advisors, LLC holds 2,079 shares of MCD stock, worth $608,481. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,079
Previous 2,213 6.06%
Holding current value
$608,481
Previous $563,000 12.43%
% of portfolio
0.08%
Previous 0.07%

Shares

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

Nov 14, 2024

SELL
$245.82 - $304.51 $32,939 - $40,804
-134 Reduced 6.06%
2,079 $633,000
Q2 2024

Aug 13, 2024

BUY
$249.37 - $280.22 $54,362 - $61,087
218 Added 10.93%
2,213 $563,000
Q1 2024

May 10, 2024

BUY
$278.58 - $300.53 $8,357 - $9,015
30 Added 1.53%
1,995 $562,000
Q4 2023

Jan 23, 2024

SELL
$246.19 - $296.51 $3,200 - $3,854
-13 Reduced 0.66%
1,965 $582,000
Q3 2023

Oct 11, 2023

SELL
$263.44 - $297.13 $6,059 - $6,833
-23 Reduced 1.15%
1,978 $521,000
Q2 2023

Jul 26, 2023

SELL
$281.9 - $298.41 $99,792 - $105,637
-354 Reduced 15.03%
2,001 $597,000
Q1 2023

May 01, 2023

BUY
$260.66 - $279.61 $4,952 - $5,312
19 Added 0.81%
2,355 $658,000
Q4 2022

Feb 02, 2023

SELL
$233.19 - $277.79 $279,361 - $332,792
-1,198 Reduced 33.9%
2,336 $615,000
Q3 2022

Nov 09, 2022

SELL
$230.74 - $266.82 $57,223 - $66,171
-248 Reduced 6.56%
3,534 $815,000
Q2 2022

Aug 08, 2022

SELL
$229.0 - $255.85 $25,648 - $28,655
-112 Reduced 2.88%
3,782 $935,000
Q1 2022

May 10, 2022

BUY
$222.0 - $269.69 $864,468 - $1.05 Million
3,894 New
3,894 $964,000
Q4 2019

Jan 29, 2020

SELL
$188.66 - $212.83 $222,241 - $250,713
-1,178 Closed
0 $0
Q3 2019

Oct 25, 2019

BUY
$206.3 - $221.15 $16,504 - $17,692
80 Added 7.29%
1,178 $253,000
Q2 2019

Aug 07, 2019

SELL
$188.35 - $207.66 $18,835 - $20,766
-100 Reduced 8.35%
1,098 $228,000
Q1 2019

May 14, 2019

SELL
$173.97 - $189.9 $216,766 - $236,615
-1,246 Reduced 50.98%
1,198 $228,000
Q4 2018

Feb 14, 2019

BUY
$162.97 - $189.26 $398,298 - $462,551
2,444 New
2,444 $434,000

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 Alera Investment Advisors, LLC Portfolio

Follow Alera Investment 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 Alera Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Alera Investment Advisors, LLC with notifications on news.