Mount Yale Investment Advisors, LLC Mcdonalds Corp Transaction History

Mount Yale Investment Advisors, LLC

$1.03 Billion
Q3 2024

A detailed history of Mount Yale Investment Advisors, LLC transactions in Mcdonalds Corp stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 5,288 shares of MCD stock, worth $1.53 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

5,288

Previous 3,470 52.39%

Holding current value

$1.53 Million

Previous $884,000 82.13%

% of portfolio

0.16%

Previous 0.07%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 23, 2024	BUY	$245.82 - $304.51 $446,900 - $553,599	1,818 Added 52.39%	5,288 $1.61 Million
Q2 2024 Aug 13, 2024	BUY	$249.37 - $280.22 $98,501 - $110,686	395 Added 12.85%	3,470 $884,000
Q1 2024 May 15, 2024	BUY	$278.58 - $300.53 $259,357 - $279,793	931 Added 43.42%	3,075 $866,000
Q4 2023 Feb 12, 2024	BUY	$246.19 - $296.51 $63,270 - $76,203	257 Added 13.62%	2,144 $635,000
Q3 2023 Oct 11, 2023	SELL	$263.44 - $297.13 $22,128 - $24,958	-84 Reduced 4.26%	1,887 $497,000
Q2 2023 Aug 14, 2023	SELL	$281.9 - $298.41 $29,881 - $31,631	-106 Reduced 5.1%	1,971 $588,000
Q1 2023 May 11, 2023	SELL	$260.66 - $279.61 $37,795 - $40,543	-145 Reduced 6.53%	2,077 $580,000
Q4 2022 Feb 13, 2023	SELL	$233.19 - $277.79 $16,789 - $20,000	-72 Reduced 3.14%	2,222 $585,000
Q3 2022 Nov 07, 2022	SELL	$230.74 - $266.82 $131,291 - $151,820	-569 Reduced 19.87%	2,294 $529,000
Q2 2022 Aug 02, 2022	BUY	$229.0 - $255.85 $15,801 - $17,653	69 Added 2.47%	2,863 $707,000
Q1 2022 May 03, 2022	BUY	$222.0 - $269.69 $20,646 - $25,081	93 Added 3.44%	2,794 $691,000
Q4 2021 Feb 02, 2022	BUY	$236.42 - $268.49 $21,987 - $24,969	93 Added 3.57%	2,701 $724,000
Q3 2021 Nov 02, 2021	BUY	$229.26 - $248.11 $33,701 - $36,472	147 Added 5.97%	2,608 $629,000
Q2 2021 Aug 04, 2021	SELL	$225.21 - $237.11 $225 - $237	-1 Reduced 0.04%	2,461 $569,000
Q1 2021 May 04, 2021	BUY	$204.84 - $227.35 $504,316 - $559,735	2,462 New	2,462 $552,000
Q3 2020 Nov 16, 2020	SELL	$183.52 - $224.81 $491,466 - $602,041	-2,678 Closed	0 $0
Q2 2020 Jul 09, 2020	SELL	$158.17 - $202.65 $2,214 - $2,837	-14 Reduced 0.52%	2,678 $494,000
Q1 2020 May 04, 2020	BUY	$137.1 - $217.46 $87,332 - $138,522	637 Added 31.0%	2,692 $445,000
Q4 2019 Feb 13, 2020	SELL	$188.66 - $212.83 $19,809 - $22,347	-105 Reduced 4.86%	2,055 $440,000
Q3 2019 Nov 14, 2019	BUY	$206.3 - $221.15 $72,411 - $77,623	351 Added 19.4%	2,160 $418,000
Q2 2019 Aug 13, 2019	BUY	$188.35 - $207.66 $36,163 - $39,870	192 Added 11.87%	1,809 $392,000
Q1 2019 May 15, 2019	SELL	$173.97 - $189.9 $24,355 - $26,586	-140 Reduced 7.97%	1,617 $307,000
Q4 2018 Feb 14, 2019	SELL	$162.97 - $189.26 $37,646 - $43,719	-231 Reduced 11.62%	1,757 $306,000
Q3 2018 Nov 13, 2018	SELL	$155.41 - $167.29 $20,514 - $22,082	-132 Reduced 6.23%	1,988 $366,000
Q2 2018 Aug 22, 2018	SELL	$155.94 - $169.48 $155 - $169	-1 Reduced 0.05%	2,120 $332,000
Q1 2018 Jun 25, 2018	BUY	$148.27 - $178.36 $314,480 - $378,301	2,121 New	2,121 $332,000

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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Mount Yale Investment Advisors, LLC Mcdonalds Corp Transaction History