A detailed history of Evermay Wealth Management LLC transactions in Mcdonalds Corp stock. As of the latest transaction made, Evermay Wealth Management LLC holds 5,895 shares of MCD stock, worth $1.71 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares
5,895
Previous 6,377 7.56%
Holding current value
$1.71 Million
Previous $1.63 Million 10.46%
% of portfolio
0.29%
Previous 0.26%

Shares

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

Oct 25, 2024

SELL
$245.82 - $304.51 $118,485 - $146,773
-482 Reduced 7.56%
5,895 $1.8 Million
Q2 2024

Aug 01, 2024

BUY
$249.37 - $280.22 $13,964 - $15,692
56 Added 0.89%
6,377 $1.63 Million
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

About MCDONALDS CORP


  • Ticker MCD
  • Exchange NYSE
  • Sector Consumer Cyclical
  • Industry Restaurants
  • Shares Outstandng 735,716,992
  • Market Cap $214B
  • 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 Evermay Wealth Management LLC Portfolio

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

News

Stay updated on Evermay Wealth Management LLC with notifications on news.