Jfs Wealth Advisors, LLC Mcdonalds Corp Transaction History

Jfs Wealth Advisors, LLC

$1.26 Billion
Q1 2024

A detailed history of Jfs Wealth Advisors, LLC transactions in Mcdonalds Corp stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 4,549 shares of MCD stock, worth $1.16 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

4,549

Previous 4,629 1.73%

Holding current value

$1.16 Million

Previous $1.37 Million 6.56%

% of portfolio

0.1%

Previous 0.12%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 30, 2024	SELL	$278.58 - $300.53 $22,286 - $24,042	-80 Reduced 1.73%	4,549 $1.28 Million
Q4 2023 Feb 07, 2024	BUY	$246.19 - $296.51 $20,187 - $24,313	82 Added 1.8%	4,629 $1.37 Million
Q3 2023 Nov 02, 2023	SELL	$263.44 - $297.13 $3,688 - $4,159	-14 Reduced 0.31%	4,547 $1.2 Million
Q2 2023 Aug 07, 2023	SELL	$281.9 - $298.41 $7,329 - $7,758	-26 Reduced 0.57%	4,561 $1.36 Million
Q1 2023 Apr 19, 2023	SELL	$260.66 - $279.61 $1,563 - $1,677	-6 Reduced 0.13%	4,587 $1.28 Million

Q4 2022 Feb 13, 2023	SELL	$233.19 - $277.79 $129,420 - $154,173	-555 Reduced 10.78%	4,593 $1.21 Million
Q3 2022 Oct 21, 2022	SELL	$230.74 - $266.82 $61,146 - $70,707	-265 Reduced 4.9%	5,148 $1.19 Million
Q2 2022 Aug 02, 2022	BUY	$229.0 - $255.85 $65,036 - $72,661	284 Added 5.54%	5,413 $1.34 Million
Q1 2022 May 02, 2022	SELL	$222.0 - $269.69 $412,698 - $501,353	-1,859 Reduced 26.6%	5,129 $1.27 Million
Q4 2021 Feb 03, 2022	BUY	$236.42 - $268.49 $68,798 - $78,130	291 Added 4.35%	6,988 $1.87 Million
Q3 2021 Nov 09, 2021	SELL	$229.26 - $248.11 $681,589 - $737,631	-2,973 Reduced 30.74%	6,697 $1.62 Million
Q2 2021 Aug 04, 2021	SELL	$225.21 - $237.11 $32,430 - $34,143	-144 Reduced 1.47%	9,670 $2.23 Million
Q1 2021 Apr 28, 2021	SELL	$204.84 - $227.35 $16,796 - $18,642	-82 Reduced 0.83%	9,814 $2.2 Million
Q4 2020 Feb 01, 2021	BUY	$207.76 - $229.64 $92,453 - $102,189	445 Added 4.71%	9,896 $2.12 Million
Q3 2020 Oct 28, 2020	BUY	$183.52 - $224.81 $11,378 - $13,938	62 Added 0.66%	9,451 $2.07 Million
Q2 2020 Aug 05, 2020	SELL	$158.17 - $202.65 $313,334 - $401,449	-1,981 Reduced 17.42%	9,389 $1.73 Million
Q1 2020 Apr 29, 2020	SELL	$137.1 - $217.46 $959 - $1,522	-7 Reduced 0.06%	11,370 $1.88 Million
Q4 2019 Feb 03, 2020	BUY	$188.66 - $212.83 $188 - $212	1 Added 0.01%	11,377 $2.25 Million
Q3 2019 Oct 31, 2019	SELL	$206.3 - $221.15 $145,647 - $156,131	-706 Reduced 5.84%	11,376 $2.44 Million
Q4 2018 Jan 28, 2019	BUY	$162.97 - $189.26 $20,371 - $23,657	125 Added 1.05%	12,082 $2.15 Million
Q2 2018 Jul 26, 2018	BUY	$155.94 - $169.48 $61,128 - $66,436	392 Added 3.39%	11,957 $1.87 Million
Q1 2018 Apr 26, 2018	SELL	$148.27 - $178.36 $14,827 - $17,836	-100 Reduced 0.86%	11,565 $1.81 Million
Q4 2017 Jan 31, 2018	BUY	$156.86 - $174.2 $45,332 - $50,343	289 Added 2.54%	11,665 $2.01 Million
Q3 2017 Oct 20, 2017	BUY	$153.35 - $161.53 $1.74 Million - $1.84 Million	11,376	11,376 $1.78 Million

Others Institutions Holding MCD

# of Institutions

3,403

Shares Held

494M

Call Options Held

7.54M

Put Options Held

5.07M

View Full List

About MCDONALDS CORP

Ticker MCD
Exchange NYSE
Sector Consumer Cyclical
Industry Restaurants
Shares Outstandng 735,716,992
Market Cap $187B
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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Jfs Wealth Advisors, LLC Mcdonalds Corp Transaction History