A detailed history of Naviter Wealth, LLC transactions in Mcdonalds Corp stock. As of the latest transaction made, Naviter Wealth, LLC holds 5,080 shares of MCD stock, worth $1.47 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
5,080
Previous 5,293 4.02%
Holding current value
$1.47 Million
Previous $1.35 Million 14.69%
% of portfolio
0.22%
Previous 0.2%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024

SELL
$245.82 - $304.51 $52,359 - $64,860
-213 Reduced 4.02%
5,080 $1.55 Million
Q2 2024

Aug 01, 2024

BUY
$249.37 - $280.22 $113,213 - $127,219
454 Added 9.38%
5,293 $1.35 Million
Q1 2024

Apr 18, 2024

BUY
$278.58 - $300.53 $1.35 Million - $1.45 Million
4,839 New
4,839 $1.36 Million
Q4 2022

Jan 31, 2023

BUY
$233.19 - $277.79 $125,456 - $149,451
538 Added 11.88%
5,068 $1.34 Million
Q3 2022

Oct 27, 2022

BUY
$230.74 - $266.82 $101,064 - $116,867
438 Added 10.7%
4,530 $1.05 Million
Q2 2022

Jul 18, 2022

BUY
$229.0 - $255.85 $937,068 - $1.05 Million
4,092 New
4,092 $1.01 Million

Others Institutions Holding MCD

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...
More about MCD
Track This Portfolio

Track Naviter Wealth, LLC Portfolio

Follow Naviter Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Naviter Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Naviter Wealth, LLC with notifications on news.