Ivc Wealth Advisors LLC Mcdonalds Corp Transaction History

Ivc Wealth Advisors LLC

$181 Million
Q3 2024

A detailed history of Ivc Wealth Advisors LLC transactions in Mcdonalds Corp stock. As of the latest transaction made, Ivc Wealth Advisors LLC holds 4,824 shares of MCD stock, worth $1.39 Million. This represents 0.81% of its overall portfolio holdings.

Number of Shares

4,824

Previous 5,010 3.71%

Holding current value

$1.39 Million

Previous $1.28 Million 15.05%

% of portfolio

0.81%

Previous 0.72%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	SELL	$245.82 - $304.51 $45,722 - $56,638	-186 Reduced 3.71%	4,824 $1.47 Million
Q2 2024 Jul 16, 2024	SELL	$249.37 - $280.22 $16,209 - $18,214	-65 Reduced 1.28%	5,010 $1.28 Million
Q1 2024 Apr 19, 2024	SELL	$278.58 - $300.53 $12,536 - $13,523	-45 Reduced 0.88%	5,075 $1.43 Million
Q4 2023 Jan 10, 2024	BUY	$246.19 - $296.51 $16,987 - $20,459	69 Added 1.37%	5,120 $1.52 Million
Q3 2023 Oct 05, 2023	SELL	$263.44 - $297.13 $2,107 - $2,377	-8 Reduced 0.16%	5,051 $1.33 Million
Q2 2023 Jul 13, 2023	SELL	$281.9 - $298.41 $25,370 - $26,856	-90 Reduced 1.75%	5,059 $1.51 Million
Q1 2023 Apr 13, 2023	SELL	$260.66 - $279.61 $27,369 - $29,359	-105 Reduced 2.0%	5,149 $1.44 Million
Q4 2022 Jan 17, 2023	SELL	$233.19 - $277.79 $11,426 - $13,611	-49 Reduced 0.92%	5,254 $0
Q3 2022 Oct 12, 2022	BUY	$230.74 - $266.82 $9,460 - $10,939	41 Added 0.78%	5,303 $1.22 Million
Q2 2022 Jul 11, 2022	BUY	$229.0 - $255.85 $458 - $511	2 Added 0.04%	5,262 $1.3 Million
Q1 2022 Apr 27, 2022	SELL	$222.0 - $269.69 $1,554 - $1,887	-7 Reduced 0.13%	5,260 $1.3 Million
Q4 2021 Jan 13, 2022	SELL	$236.42 - $268.49 $29,079 - $33,024	-123 Reduced 2.28%	5,267 $1.41 Million
Q3 2021 Oct 08, 2021	BUY	$229.26 - $248.11 $38,057 - $41,186	166 Added 3.18%	5,390 $1.3 Million
Q2 2021 Jul 13, 2021	SELL	$225.21 - $237.11 $9,684 - $10,195	-43 Reduced 0.82%	5,224 $1.21 Million
Q1 2021 Apr 20, 2021	SELL	$204.84 - $227.35 $17,001 - $18,870	-83 Reduced 1.55%	5,267 $1.18 Million
Q4 2020 Feb 01, 2021	BUY	$207.76 - $229.64 $1.11 Million - $1.23 Million	5,350 New	5,350 $1.15 Million

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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Ivc Wealth Advisors LLC Mcdonalds Corp Transaction History