Goal Vest Advisory LLC Mcdonalds Corp Transaction History

Goal Vest Advisory LLC

$331 Million
Q3 2024

A detailed history of Goal Vest Advisory LLC transactions in Mcdonalds Corp stock. As of the latest transaction made, Goal Vest Advisory LLC holds 5,215 shares of MCD stock, worth $1.5 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares

5,215

Previous 4,904 6.34%

Holding current value

$1.5 Million

Previous $1.25 Million 27.14%

% of portfolio

0.48%

Previous 0.4%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 06, 2024	BUY	$245.82 - $304.51 $76,450 - $94,702	311 Added 6.34%	5,215 $1.59 Million
Q2 2024 Jul 30, 2024	BUY	$249.37 - $280.22 $19,450 - $21,857	78 Added 1.62%	4,904 $1.25 Million
Q1 2024 Apr 15, 2024	BUY	$278.58 - $300.53 $266,601 - $287,607	957 Added 24.74%	4,826 $1.36 Million
Q4 2023 Jan 02, 2024	BUY	$246.19 - $296.51 $185,381 - $223,272	753 Added 24.17%	3,869 $1.15 Million
Q3 2023 Oct 10, 2023	BUY	$263.44 - $297.13 $128,558 - $144,999	488 Added 18.57%	3,116 $820,000
Q2 2023 Jul 17, 2023	SELL	$281.9 - $298.41 $970,581 - $1.03 Million	-3,443 Reduced 56.71%	2,628 $784,000
Q1 2023 Apr 03, 2023	SELL	$260.66 - $279.61 $601,081 - $644,780	-2,306 Reduced 27.53%	6,071 $1.7 Million
Q4 2022 Jan 06, 2023	SELL	$233.19 - $277.79 $368,440 - $438,908	-1,580 Reduced 15.87%	8,377 $0
Q3 2022 Oct 11, 2022	BUY	$230.74 - $266.82 $1.07 Million - $1.24 Million	4,653 Added 87.73%	9,957 $2.3 Million
Q2 2022 Jul 06, 2022	BUY	$229.0 - $255.85 $360,446 - $402,707	1,574 Added 42.2%	5,304 $1.34 Million
Q1 2022 May 03, 2022	BUY	$222.0 - $269.69 $225,996 - $274,544	1,018 Added 37.54%	3,730 $922,000
Q2 2021 Sep 01, 2021	BUY	$225.21 - $237.11 $31,078 - $32,721	138 Added 5.36%	2,712 $626,000
Q1 2021 May 13, 2021	SELL	$204.84 - $227.35 $299,680 - $332,613	-1,463 Reduced 36.24%	2,574 $577,000
Q4 2020 Jan 28, 2021	BUY	$207.76 - $229.64 $838,727 - $927,056	4,037 New	4,037 $866,000

Others Institutions Holding MCD

# of Institutions

3,495

Shares Held

502M

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 $212B
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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Goal Vest Advisory LLC Mcdonalds Corp Transaction History