Forvis Wealth Advisors, LLC Mcdonalds Corp Transaction History

Forvis Wealth Advisors, LLC

$4.26 Billion
Q3 2024

A detailed history of Forvis Wealth Advisors, LLC transactions in Mcdonalds Corp stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 8,103 shares of MCD stock, worth $2.35 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

8,103

Previous 10,418 22.22%

Holding current value

$2.35 Million

Previous $2.65 Million 7.05%

% of portfolio

0.06%

Previous 0.07%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$245.82 - $304.51 $569,073 - $704,940	-2,315 Reduced 22.22%	8,103 $2.47 Million
Q2 2024 Aug 09, 2024	BUY	$249.37 - $280.22 $497,742 - $559,319	1,996 Added 23.7%	10,418 $2.65 Million
Q1 2024 Apr 19, 2024	SELL	$278.58 - $300.53 $169,098 - $182,421	-607 Reduced 6.72%	8,422 $2.37 Million
Q4 2023 Jan 11, 2024	BUY	$246.19 - $296.51 $105,369 - $126,906	428 Added 4.98%	9,029 $2.68 Million
Q3 2023 Oct 25, 2023	SELL	$263.44 - $297.13 $154,112 - $173,821	-585 Reduced 6.37%	8,601 $2.27 Million
Q2 2023 Aug 08, 2023	SELL	$281.9 - $298.41 $202,686 - $214,556	-719 Reduced 7.26%	9,186 $2.74 Million
Q1 2023 Apr 26, 2023	SELL	$260.66 - $279.61 $33,364 - $35,790	-128 Reduced 1.28%	9,905 $2.77 Million
Q4 2022 Feb 02, 2023	BUY	$233.19 - $277.79 $41,274 - $49,168	177 Added 1.8%	10,033 $2.64 Million
Q3 2022 Oct 13, 2022	BUY	$230.74 - $266.82 $202,820 - $234,534	879 Added 9.79%	9,856 $2.28 Million
Q2 2022 Jul 22, 2022	BUY	$229.0 - $255.85 $343,271 - $383,519	1,499 Added 20.05%	8,977 $2.22 Million
Q1 2022 May 10, 2022	SELL	$222.0 - $269.69 $15,318 - $18,608	-69 Reduced 0.91%	7,478 $1.85 Million
Q4 2021 Jan 14, 2022	BUY	$236.42 - $268.49 $171,877 - $195,192	727 Added 10.66%	7,547 $2.02 Million
Q3 2021 Oct 14, 2021	BUY	$229.26 - $248.11 $100,645 - $108,920	439 Added 6.88%	6,820 $1.64 Million
Q2 2021 Jul 14, 2021	SELL	$225.21 - $237.11 $240,073 - $252,759	-1,066 Reduced 14.31%	6,381 $1.47 Million
Q1 2021 Apr 23, 2021	SELL	$204.84 - $227.35 $800,309 - $888,256	-3,907 Reduced 34.41%	7,447 $1.67 Million
Q4 2020 Jan 22, 2021	BUY	$207.76 - $229.64 $41,552 - $45,928	200 Added 1.79%	11,354 $2.44 Million
Q3 2020 Nov 05, 2020	SELL	$183.52 - $224.81 $47,164 - $57,776	-257 Reduced 2.25%	11,154 $2.45 Million
Q2 2020 Jul 15, 2020	BUY	$158.17 - $202.65 $76,396 - $97,879	483 Added 4.42%	11,411 $2.11 Million
Q1 2020 Apr 10, 2020	BUY	$137.1 - $217.46 $37,702 - $59,801	275 Added 2.58%	10,928 $1.81 Million
Q4 2019 Jan 13, 2020	BUY	$188.66 - $212.83 $362,793 - $409,272	1,923 Added 22.03%	10,653 $2.11 Million
Q3 2019 Oct 29, 2019	SELL	$206.3 - $221.15 $21,455 - $22,999	-104 Reduced 1.18%	8,730 $1.87 Million
Q2 2019 Jul 10, 2019	SELL	$188.35 - $207.66 $28,817 - $31,771	-153 Reduced 1.7%	8,834 $1.83 Million
Q1 2019 Apr 10, 2019	BUY	$173.97 - $189.9 $41,926 - $45,765	241 Added 2.76%	8,987 $1.71 Million
Q4 2018 Jan 15, 2019	SELL	$162.97 - $189.26 $10,756 - $12,491	-66 Reduced 0.75%	8,746 $1.55 Million
Q3 2018 Oct 09, 2018	SELL	$155.41 - $167.29 $13,054 - $14,052	-84 Reduced 0.94%	8,812 $1.47 Million
Q2 2018 Jul 13, 2018	BUY	$155.94 - $169.48 $173,717 - $188,800	1,114 Added 14.32%	8,896 $1.39 Million
Q1 2018 May 25, 2018	SELL	$148.27 - $178.36 $45,518 - $54,756	-307 Reduced 3.8%	7,782 $1.22 Million
Q1 2018 Apr 20, 2018	SELL	$148.27 - $178.36 $141,449 - $170,155	-954 Reduced 10.55%	8,089 $1.31 Million
Q4 2017 Jan 18, 2018	SELL	$156.86 - $174.2 $15,529 - $17,245	-99 Reduced 1.08%	9,043 $1.56 Million
Q3 2017 Oct 13, 2017	BUY	$153.35 - $161.53 $1.4 Million - $1.48 Million	9,142	9,142 $1.43 Million

Others Institutions Holding MCD

# of Institutions

3,501

Shares Held

501M

Call Options Held

9.54M

Put Options Held

8.85M

View Full List

About MCDONALDS CORP

Ticker MCD
Exchange NYSE
Sector Consumer Cyclical
Industry Restaurants
Shares Outstandng 735,716,992
Market Cap $213B
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

Portfolio Update

Get notified when there are updates to the investment portfolio of Forvis Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Forvis Wealth Advisors, LLC with notifications on news.

Account

Forvis Wealth Advisors, LLC Mcdonalds Corp Transaction History