Evermay Wealth Management LLC Mcdonalds Corp Transaction History

Evermay Wealth Management LLC

$661 Million
Q1 2024

A detailed history of Evermay Wealth Management LLC transactions in Mcdonalds Corp stock. As of the latest transaction made, Evermay Wealth Management LLC holds 6,321 shares of MCD stock, worth $1.57 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares

6,321

Previous 6,327 0.09%

Holding current value

$1.57 Million

Previous $1.88 Million 5.01%

% of portfolio

0.27%

Previous 0.35%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	SELL	$278.58 - $300.53 $1,671 - $1,803	-6 Reduced 0.09%	6,321 $1.78 Million
Q4 2023 Feb 09, 2024	SELL	$246.19 - $296.51 $102,907 - $123,941	-418 Reduced 6.2%	6,327 $1.88 Million
Q3 2023 Nov 13, 2023	SELL	$263.44 - $297.13 $52,951 - $59,723	-201 Reduced 2.89%	6,745 $1.78 Million
Q2 2023 Aug 10, 2023	SELL	$281.9 - $298.41 $49,332 - $52,221	-175 Reduced 2.46%	6,946 $2.07 Million
Q1 2023 May 15, 2023	BUY	$260.66 - $279.61 $21,113 - $22,648	81 Added 1.15%	7,121 $1.99 Million

Q4 2022 Jan 19, 2023	SELL	$233.19 - $277.79 $8,161 - $9,722	-35 Reduced 0.49%	7,040 $0
Q3 2022 Nov 14, 2022	SELL	$230.74 - $266.82 $461 - $533	-2 Reduced 0.03%	7,075 $1.63 Million
Q2 2022 Aug 15, 2022	BUY	$229.0 - $255.85 $916 - $1,023	4 Added 0.06%	7,077 $1.75 Million
Q4 2021 Feb 14, 2022	BUY	$236.42 - $268.49 $26,006 - $29,533	110 Added 1.58%	7,073 $1.9 Million
Q3 2021 Nov 12, 2021	SELL	$229.26 - $248.11 $17,423 - $18,856	-76 Reduced 1.08%	6,963 $1.68 Million
Q1 2021 May 10, 2021	BUY	$204.84 - $227.35 $26,629 - $29,555	130 Added 1.88%	7,039 $1.58 Million
Q4 2020 Feb 16, 2021	SELL	$207.76 - $229.64 $14,543 - $16,074	-70 Reduced 1.0%	6,909 $1.48 Million
Q3 2020 Nov 05, 2020	BUY	$183.52 - $224.81 $66,984 - $82,055	365 Added 5.52%	6,979 $1.53 Million
Q2 2020 Jul 20, 2020	BUY	$158.17 - $202.65 $122,581 - $157,053	775 Added 13.27%	6,614 $1.22 Million
Q1 2020 Apr 24, 2020	BUY	$137.1 - $217.46 $61,009 - $96,769	445 Added 8.25%	5,839 $965,000
Q4 2019 Feb 11, 2020	SELL	$188.66 - $212.83 $22,261 - $25,113	-118 Reduced 2.14%	5,394 $1.07 Million
Q3 2019 Oct 29, 2019	BUY	$206.3 - $221.15 $120,891 - $129,593	586 Added 11.9%	5,512 $1.18 Million
Q2 2019 Jul 23, 2019	SELL	$188.35 - $207.66 $74,774 - $82,441	-397 Reduced 7.46%	4,926 $1.02 Million
Q1 2019 May 03, 2019	SELL	$173.97 - $189.9 $13,917 - $15,192	-80 Reduced 1.48%	5,323 $1.01 Million
Q4 2018 Jan 24, 2019	BUY	$162.97 - $189.26 $1,140 - $1,324	7 Added 0.13%	5,403 $959,000
Q3 2018 Oct 29, 2018	SELL	$155.41 - $167.29 $77,705 - $83,645	-500 Reduced 8.48%	5,396 $903,000
Q2 2018 Aug 06, 2018	SELL	$155.94 - $169.48 $27,289 - $29,659	-175 Reduced 2.88%	5,896 $924,000
Q1 2018 May 04, 2018	BUY	$148.27 - $178.36 $67,166 - $80,797	453 Added 8.06%	6,071 $949,000
Q4 2017 Feb 07, 2018	BUY	$156.86 - $174.2 $233,721 - $259,557	1,490 Added 36.09%	5,618 $967,000
Q3 2017 Oct 23, 2017	BUY	$153.35 - $161.53 $633,028 - $666,795	4,128	4,128 $647,000

Others Institutions Holding MCD

# of Institutions

3,407

Shares Held

494M

Call Options Held

7.54M

Put Options Held

5.07M

View Full List

About MCDONALDS CORP

Ticker MCD
Exchange NYSE
Sector Consumer Cyclical
Industry Restaurants
Shares Outstandng 735,716,992
Market Cap $182B
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...

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Evermay Wealth Management LLC Mcdonalds Corp Transaction History