Ep Wealth Advisors, LLC Mcdonalds Corp Transaction History

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Mcdonalds Corp stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 229,893 shares of MCD stock, worth $71.3 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares
229,893
Previous 224,203 2.54%
Holding current value
$71.3 Million
Previous $70 Million 4.09%
% of portfolio
0.46%
Previous 0.59%

Shares

34 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$285.55 - $321.23 $1.62 Million - $1.83 Million
5,690 Added 2.54%
229,893 $67.2 Million
Q1 2025

May 15, 2025
BUY
$279.74 - $321.29 $2.46 Million - $2.83 Million
8,795 Added 4.08%
224,203 $70 Million
Q4 2024

Feb 13, 2025
SELL
$288.47 - $316.54 $224,429 - $246,268
-778 Reduced 0.36%
215,408 $62.4 Million
Q3 2024

Nov 14, 2024
BUY
$245.82 - $304.51 $3.4 Million - $4.21 Million
13,811 Added 6.82%
216,186 $65.8 Million
Q2 2024

Aug 19, 2024
BUY
$249.37 - $280.22 $36.7 Million - $41.2 Million
147,184 Added 266.68%
202,375 $51.6 Million
Q1 2024

May 14, 2024
SELL
$278.58 - $300.53 $83,016 - $89,557
-298 Reduced 0.54%
55,191 $15.6 Million
Q4 2023

Feb 28, 2024
BUY
$246.19 - $296.51 $492,872 - $593,613
2,002 Added 3.74%
55,489 $16.5 Million
Q3 2023

Nov 22, 2023
BUY
$263.44 - $297.13 $10.9 Million - $12.3 Million
41,259 Added 337.41%
53,487 $14.1 Million
Q2 2023

Aug 14, 2023
BUY
$281.9 - $298.41 $1.8 Million - $1.9 Million
6,370 Added 108.74%
12,228 $3.65 Million
Q1 2023

Jun 05, 2023
SELL
$260.66 - $279.61 $11.1 Million - $11.9 Million
-42,438 Reduced 87.87%
5,858 $1.64 Million
Q4 2022

Jun 12, 2023
BUY
$233.19 - $277.79 $10.3 Million - $12.2 Million
43,997 Added 751.06%
49,855 $13.1 Million
Q3 2022

Dec 02, 2022
BUY
$230.74 - $266.82 $4.97 Million - $5.75 Million
21,559 Added 80.63%
48,296 $11.1 Million
Q2 2022

Aug 11, 2022
SELL
$229.0 - $255.85 $117,706 - $131,506
-514 Reduced 1.89%
26,737 $6.6 Million
Q1 2022

May 20, 2022
SELL
$222.0 - $269.69 $127,206 - $154,532
-573 Reduced 2.06%
27,251 $6.74 Million
Q4 2021

Feb 17, 2022
SELL
$236.42 - $268.49 $87,711 - $99,609
-371 Reduced 1.32%
27,824 $7.46 Million
Q3 2021

Nov 23, 2021
SELL
$229.26 - $248.11 $29.5 Million - $31.9 Million
-128,612 Reduced 82.02%
28,195 $6.8 Million
Q3 2021

Nov 16, 2021
BUY
$229.26 - $248.11 $29.9 Million - $32.4 Million
130,427 Added 494.42%
156,807 $6.8 Million
Q2 2021

Aug 24, 2021
SELL
$225.21 - $237.11 $35,583 - $37,463
-158 Reduced 0.6%
26,380 $6.09 Million
Q1 2021

May 17, 2021
BUY
$204.84 - $227.35 $3.18 Million - $3.53 Million
15,519 Added 140.84%
26,538 $5.95 Million
Q4 2020

Feb 18, 2021
BUY
$207.76 - $229.64 $457,487 - $505,667
2,202 Added 24.97%
11,019 $2.36 Million
Q3 2020

Nov 17, 2020
BUY
$183.52 - $224.81 $68,820 - $84,303
375 Added 4.44%
8,817 $1.94 Million
Q2 2020

Aug 14, 2020
SELL
$158.17 - $202.65 $364,423 - $466,905
-2,304 Reduced 21.44%
8,442 $1.56 Million
Q1 2020

May 18, 2020
BUY
$137.1 - $217.46 $220,593 - $349,893
1,609 Added 17.61%
10,746 $1.78 Million
Q4 2019

Feb 14, 2020
BUY
$188.66 - $212.83 $120,176 - $135,572
637 Added 7.49%
9,137 $1.81 Million
Q3 2019

Nov 18, 2019
BUY
$206.3 - $221.15 $165,246 - $177,141
801 Added 10.4%
8,500 $1.83 Million
Q2 2019

Aug 27, 2019
BUY
$188.35 - $207.66 $235,249 - $259,367
1,249 Added 19.36%
7,699 $1.6 Million
Q1 2019

May 20, 2019
SELL
$173.97 - $189.9 $27,835 - $30,384
-160 Reduced 2.42%
6,450 $1.23 Million
Q4 2018

Feb 19, 2019
BUY
$162.97 - $189.26 $25,749 - $29,903
158 Added 2.45%
6,610 $1.17 Million
Q3 2018

Nov 15, 2018
BUY
$155.41 - $167.29 $463,121 - $498,524
2,980 Added 85.83%
6,452 $1.08 Million
Q2 2018

Aug 14, 2018
BUY
$155.94 - $169.48 $20,428 - $22,201
131 Added 3.92%
3,472 $544,000
Q1 2018

May 15, 2018
BUY
$148.27 - $178.36 $90,889 - $109,334
613 Added 22.47%
3,341 $522,000
Q4 2017

Feb 15, 2018
BUY
$156.86 - $174.2 $82,822 - $91,977
528 Added 24.0%
2,728 $470,000
Q3 2017

Nov 15, 2017
SELL
$153.35 - $161.53 $50,912 - $53,627
-332 Reduced 13.11%
2,200 $345,000
Q2 2017

Aug 17, 2017
BUY
N/A
2,532
2,532 $388,000

Others Institutions Holding MCD

# of Institutions
3,921
Shares Held
541M
Call Options Held
7.99M
Put Options Held
8.35M
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 $228B
  • 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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