A detailed history of Evercore Wealth Management, LLC transactions in Mcdonalds Corp stock. As of the latest transaction made, Evercore Wealth Management, LLC holds 328,781 shares of MCD stock, worth $99.9 Million. This represents 1.32% of its overall portfolio holdings.

Number of Shares
328,781
Previous 332,045 0.98%
Holding current value
$99.9 Million
Previous $93.6 Million 10.5%
% of portfolio
1.32%
Previous 1.47%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

SELL
$249.37 - $280.22 $813,943 - $914,638
-3,264 Reduced 0.98%
328,781 $83.8 Million
Q1 2024

May 15, 2024

SELL
$278.58 - $300.53 $178,569 - $192,639
-641 Reduced 0.19%
332,045 $93.6 Million
Q4 2023

Feb 14, 2024

BUY
$246.19 - $296.51 $1.8 Million - $2.17 Million
7,303 Added 2.24%
332,686 $98.6 Million
Q3 2023

Nov 14, 2023

SELL
$263.44 - $297.13 $501,326 - $565,438
-1,903 Reduced 0.58%
325,383 $85.7 Million
Q2 2023

Aug 04, 2023

SELL
$281.9 - $298.41 $658,518 - $697,085
-2,336 Reduced 0.71%
327,286 $97.7 Million
Q1 2023

May 15, 2023

SELL
$260.66 - $279.61 $1.77 Million - $1.89 Million
-6,777 Reduced 2.01%
329,622 $92.2 Million
Q4 2022

Feb 14, 2023

SELL
$233.19 - $277.79 $287,756 - $342,792
-1,234 Reduced 0.37%
336,399 $88.6 Million
Q3 2022

Nov 14, 2022

BUY
$230.74 - $266.82 $245,507 - $283,896
1,064 Added 0.32%
337,633 $77.9 Million
Q2 2022

Aug 15, 2022

SELL
$229.0 - $255.85 $933,633 - $1.04 Million
-4,077 Reduced 1.2%
336,569 $83.1 Million
Q1 2022

May 16, 2022

BUY
$222.0 - $269.69 $436,008 - $529,671
1,964 Added 0.58%
340,646 $84.2 Million
Q4 2021

Feb 14, 2022

BUY
$236.42 - $268.49 $6.79 Million - $7.71 Million
28,713 Added 9.26%
338,682 $90.8 Million
Q3 2021

Nov 15, 2021

BUY
$229.26 - $248.11 $1.07 Million - $1.16 Million
4,671 Added 1.53%
309,969 $74.7 Million
Q2 2021

Aug 16, 2021

BUY
$225.21 - $237.11 $60.4 Million - $63.6 Million
268,029 Added 719.17%
305,298 $70.5 Million
Q1 2021

May 17, 2021

SELL
$204.84 - $227.35 $234,746 - $260,543
-1,146 Reduced 2.98%
37,269 $8.35 Million
Q4 2020

Feb 16, 2021

BUY
$207.76 - $229.64 $147,509 - $163,044
710 Added 1.88%
38,415 $8.24 Million
Q3 2020

Nov 16, 2020

SELL
$183.52 - $224.81 $95,797 - $117,350
-522 Reduced 1.37%
37,705 $8.28 Million
Q2 2020

Aug 13, 2020

BUY
$158.17 - $202.65 $310,487 - $397,801
1,963 Added 5.41%
38,227 $7.05 Million
Q1 2020

May 14, 2020

BUY
$137.1 - $217.46 $24,678 - $39,142
180 Added 0.5%
36,264 $6 Million
Q4 2019

Feb 13, 2020

SELL
$188.66 - $212.83 $27,355 - $30,860
-145 Reduced 0.4%
36,084 $7.13 Million
Q3 2019

Nov 14, 2019

BUY
$206.3 - $221.15 $150,186 - $160,997
728 Added 2.05%
36,229 $7.78 Million
Q2 2019

Aug 13, 2019

BUY
$188.35 - $207.66 $1.08 Million - $1.19 Million
5,746 Added 19.31%
35,501 $7.37 Million
Q1 2019

May 14, 2019

BUY
$173.97 - $189.9 $344,286 - $375,812
1,979 Added 7.12%
29,755 $5.65 Million
Q4 2018

Feb 13, 2019

BUY
$162.97 - $189.26 $8,311 - $9,652
51 Added 0.18%
27,776 $4.93 Million
Q3 2018

Nov 13, 2018

SELL
$155.41 - $167.29 $847,450 - $912,232
-5,453 Reduced 16.44%
27,725 $4.64 Million
Q2 2018

Aug 14, 2018

BUY
$155.94 - $169.48 $991,466 - $1.08 Million
6,358 Added 23.71%
33,178 $5.2 Million
Q1 2018

May 15, 2018

SELL
$148.27 - $178.36 $92,520 - $111,296
-624 Reduced 2.27%
26,820 $4.19 Million
Q4 2017

Feb 13, 2018

SELL
$156.86 - $174.2 $227,603 - $252,764
-1,451 Reduced 5.02%
27,444 $4.72 Million
Q3 2017

Nov 13, 2017

BUY
$153.35 - $161.53 $4.43 Million - $4.67 Million
28,895
28,895 $4.53 Million

Others Institutions Holding MCD

About MCDONALDS CORP


  • Ticker MCD
  • Exchange NYSE
  • Sector Consumer Cyclical
  • Industry Restaurants
  • Shares Outstandng 735,716,992
  • Market Cap $223B
  • 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 Evercore Wealth Management, LLC Portfolio

Follow Evercore Wealth Management, 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 Evercore Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evercore Wealth Management, LLC with notifications on news.