Ibex Wealth Advisors Mcdonalds Corp Transaction History

Ibex Wealth Advisors

$902 Million
Q2 2025

A detailed history of Ibex Wealth Advisors transactions in Mcdonalds Corp stock. As of the latest transaction made, Ibex Wealth Advisors holds 2,744 shares of MCD stock, worth $843,725. This represents 0.09% of its overall portfolio holdings.

Number of Shares

2,744

Holding current value

$843,725

% of portfolio

0.09%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 07, 2025	BUY	$285.55 - $321.23 $783,549 - $881,455	2,744 New	2,744 $801,000
Q4 2024 Jan 23, 2025	SELL	$288.47 - $316.54 $2.96 Million - $3.25 Million	-10,252 Reduced 79.6%	2,628 $761,000
Q3 2024 Nov 04, 2024	BUY	$245.82 - $304.51 $3.07 Million - $3.8 Million	12,469 Added 3033.82%	12,880 $3.92 Million
Q2 2024 Aug 06, 2024	SELL	$249.37 - $280.22 $1.02 Million - $1.15 Million	-4,096 Reduced 90.88%	411 $104,000
Q1 2024 Apr 18, 2024	BUY	$278.58 - $300.53 $1.26 Million - $1.35 Million	4,507 New	4,507 $1.19 Million
Q4 2022 Feb 06, 2023	BUY	$233.19 - $277.79 $55,032 - $65,558	236 Added 5.53%	4,507 $1.19 Million
Q3 2022 Oct 31, 2022	BUY	$230.74 - $266.82 $985,490 - $1.14 Million	4,271 New	4,271 $986,000
Q4 2021 Feb 22, 2022	SELL	$236.42 - $268.49 $93,149 - $105,785	-394 Closed	0 $0
Q3 2021 Nov 12, 2021	BUY	$229.26 - $248.11 $90,328 - $97,755	394 New	394 $95,000
Q3 2019 Nov 12, 2019	SELL	$206.3 - $221.15 $18,154 - $19,461	-88 Closed	0 $0
Q2 2019 Jul 30, 2019	BUY	$188.35 - $207.66 $16,574 - $18,274	88 New	88 $18,000

Others Institutions Holding MCD

# of Institutions

3,922

Shares Held

541M

Call Options Held

7.99M

Put Options Held

8.35M

Vanguard Group Inc Valley Forge, PA

71.3M
Shares

$21.9 Billion
0.35% of portfolio
Black Rock Inc. New York, NY

50.2M
Shares

$15.4 Billion
0.29% of portfolio
Jpmorgan Chase & CO New York, NY

37.5M
Shares

$11.5 Billion
0.92% of portfolio
State Street Corp Boston, MA

34.8M
Shares

$10.7 Billion
0.39% of portfolio
Geode Capital Management, LLC Boston, MA

16.8M
Shares

$5.17 Billion
0.35% of portfolio

View Full List

About MCDONALDS CORP

Ticker MCD
Exchange NYSE
Sector Consumer Cyclical
Industry Restaurants
Shares Outstandng 735,716,992
Market Cap $226B
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

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