A detailed history of Octavia Wealth Advisors, LLC transactions in Mcdonalds Corp stock. As of the latest transaction made, Octavia Wealth Advisors, LLC holds 1,003 shares of MCD stock, worth $293,558. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,003
Previous 1,025 2.15%
Holding current value
$293,558
Previous $261,000 16.86%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Oct 10, 2024

SELL
$245.82 - $304.51 $5,408 - $6,699
-22 Reduced 2.15%
1,003 $305,000
Q2 2024

Aug 01, 2024

SELL
$249.37 - $280.22 $280,790 - $315,527
-1,126 Reduced 52.35%
1,025 $261,000
Q1 2024

Apr 15, 2024

SELL
$278.58 - $300.53 $91,374 - $98,573
-328 Reduced 13.23%
2,151 $606,000
Q4 2023

Jan 30, 2024

BUY
$246.19 - $296.51 $33,728 - $40,621
137 Added 5.85%
2,479 $735,000
Q3 2023

Oct 30, 2023

BUY
$263.44 - $297.13 $47,155 - $53,186
179 Added 8.28%
2,342 $616,000
Q2 2023

Jul 18, 2023

BUY
$281.9 - $298.41 $178,724 - $189,191
634 Added 41.47%
2,163 $645,000
Q1 2023

Apr 20, 2023

BUY
$260.66 - $279.61 $13,293 - $14,260
51 Added 3.45%
1,529 $427,000
Q4 2022

Jan 19, 2023

BUY
$233.19 - $277.79 $44,539 - $53,057
191 Added 14.84%
1,478 $0
Q3 2022

Oct 17, 2022

SELL
$230.74 - $266.82 $27,227 - $31,484
-118 Reduced 8.4%
1,287 $297,000
Q2 2022

Jul 18, 2022

BUY
$229.0 - $255.85 $27,480 - $30,702
120 Added 9.34%
1,405 $345,000
Q4 2021

Jan 28, 2022

BUY
$236.42 - $268.49 $303,799 - $345,009
1,285 New
1,285 $344,000

Others Institutions Holding MCD

About MCDONALDS CORP


  • Ticker MCD
  • Exchange NYSE
  • Sector Consumer Cyclical
  • Industry Restaurants
  • Shares Outstandng 735,716,992
  • Market Cap $215B
  • 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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