Soa Wealth Advisors, Llc. Mcdonalds Corp Transaction History

Soa Wealth Advisors, Llc.

$850 Million
Q1 2025

A detailed history of Soa Wealth Advisors, Llc. transactions in Mcdonalds Corp stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 9,327 shares of MCD stock, worth $2.95 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares

9,327

Previous 2,698 245.7%

Holding current value

$2.95 Million

Previous $782,000 272.51%

% of portfolio

0.34%

Previous 0.15%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	BUY	$279.74 - $321.29 $1.85 Million - $2.13 Million	6,629 Added 245.7%	9,327 $2.91 Million
Q4 2024 Jan 28, 2025	SELL	$288.47 - $316.54 $571,459 - $627,065	-1,981 Reduced 42.34%	2,698 $782,000
Q3 2024 Oct 08, 2024	SELL	$245.82 - $304.51 $212,634 - $263,401	-865 Reduced 15.6%	4,679 $1.42 Million
Q2 2024 Jul 17, 2024	SELL	$249.37 - $280.22 $104,236 - $117,131	-418 Reduced 7.01%	5,544 $1.41 Million
Q1 2024 Apr 10, 2024	SELL	$278.58 - $300.53 $5,014 - $5,409	-18 Reduced 0.3%	5,962 $1.68 Million
Q4 2023 Jan 10, 2024	SELL	$246.19 - $296.51 $120,879 - $145,586	-491 Reduced 7.59%	5,980 $1.77 Million
Q3 2023 Oct 10, 2023	SELL	$263.44 - $297.13 $37,145 - $41,895	-141 Reduced 2.13%	6,471 $1.7 Million
Q2 2023 Jul 07, 2023	SELL	$281.9 - $298.41 $25,089 - $26,558	-89 Reduced 1.33%	6,612 $1.97 Million
Q1 2023 Apr 28, 2023	SELL	$260.66 - $279.61 $2,345 - $2,516	-9 Reduced 0.13%	6,701 $1.87 Million
Q4 2022 Jan 10, 2023	SELL	$233.19 - $277.79 $16,556 - $19,723	-71 Reduced 1.05%	6,710 $0
Q3 2022 Oct 07, 2022	SELL	$230.74 - $266.82 $39,225 - $45,359	-170 Reduced 2.45%	6,781 $1.56 Million
Q2 2022 Jul 13, 2022	SELL	$229.0 - $255.85 $508,609 - $568,242	-2,221 Reduced 24.22%	6,951 $1.72 Million
Q1 2022 Apr 07, 2022	SELL	$222.0 - $269.69 $31,302 - $38,026	-141 Reduced 1.51%	9,172 $2.27 Million
Q4 2021 Jan 13, 2022	SELL	$236.42 - $268.49 $60,759 - $69,001	-257 Reduced 2.69%	9,313 $2.49 Million
Q3 2021 Oct 12, 2021	SELL	$229.26 - $248.11 $124,946 - $135,219	-545 Reduced 5.39%	9,570 $2.31 Million
Q2 2021 Jul 14, 2021	SELL	$225.21 - $237.11 $297,277 - $312,985	-1,320 Reduced 11.54%	10,115 $2.34 Million
Q1 2021 Apr 26, 2021	SELL	$204.84 - $227.35 $100,576 - $111,628	-491 Reduced 4.12%	11,435 $2.56 Million
Q4 2020 Mar 10, 2021	BUY	$207.76 - $229.64 $2.48 Million - $2.74 Million	11,926 New	11,926 $2.56 Million

Others Institutions Holding MCD

# of Institutions

3,753

Shares Held

508M

Call Options Held

11M

Put Options Held

11M

View Full List

About MCDONALDS CORP

Ticker MCD
Exchange NYSE
Sector Consumer Cyclical
Industry Restaurants
Shares Outstandng 735,716,992
Market Cap $233B
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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Soa Wealth Advisors, Llc. Mcdonalds Corp Transaction History