13F History

Evercore Wealth Management, LLC

Holdings History for MCDONALDS CORP - COM (MCD)

Symbol: MCD on NYSE
Investment type: Equity - Shares of Stock
Class: COM

Shares, Excluding Options vs Price

Value, Excluding Options

Holdings date	Weight	Change	Value $	Shares	Change	Activity %	Price	All Holders
12/31/2024	1.17%	-0.19%	$78.3M	270K	-44,900	-14.2%	$289.89	Q4 2024
9/30/2024	1.44%	-0.06%	$96M	315K	-13,614	-4.14%	$304.51	Q3 2024
6/30/2024	1.32%	-0.01%	$83.8M	329K	-3,264	-0.98%	$254.84	Q2 2024
3/31/2024	1.47%	0%	$93.6M	332K	-641	-0.19%	$281.95	Q1 2024
12/31/2023	1.65%	+0.04%	$98.6M	333K	+7,303	+2.24%	$296.51	Q4 2023
9/30/2023	1.6%	-0.01%	$85.7M	325K	-1,903	-0.58%	$263.44	Q3 2023
6/30/2023	1.79%	-0.01%	$97.7M	327K	-2,336	-0.71%	$298.41	Q2 2023
3/31/2023	1.84%	-0.04%	$92.2M	330K	-6,777	-2.01%	$279.61	Q1 2023
12/31/2022	1.86%	-0.01%	$88.7M	336K	-1,234	-0.37%	$263.53	Q4 2022
9/30/2022	1.76%	+0.01%	$77.9M	338K	+1,064	+0.32%	$230.74	Q3 2022
6/30/2022	1.75%	-0.02%	$83.1M	337K	-4,077	-1.2%	$246.88	Q2 2022
3/31/2022	1.49%	+0.01%	$84.2M	341K	+1,964	+0.58%	$247.28	Q1 2022
12/31/2021	1.48%	+0.13%	$90.8M	339K	+28,713	+9.26%	$268.07	Q4 2021
9/30/2021	1.35%	+0.02%	$74.7M	310K	+4,671	+1.53%	$241.11	Q3 2021
6/30/2021	1.29%	+1.13%	$70.5M	305K	+268,029	+719%	$230.99	Q2 2021
3/31/2021	0.17%	-0.01%	$8.35M	37.3K	-1,146	-2.98%	$224.13	Q1 2021
12/31/2020	0.18%	+0%	$8.24M	38.4K	+710	+1.88%	$214.58	Q4 2020
9/30/2020	0.2%	0%	$8.28M	37.7K	-522	-1.37%	$219.49	Q3 2020
6/30/2020	0.19%	+0.01%	$7.05M	38.2K	+1,963	+5.41%	$184.48	Q2 2020
3/31/2020	0.2%	+0%	$6M	36.3K	+180	+0.5%	$165.34	Q1 2020
12/31/2019	0.19%	0%	$7.13M	36.1K	-145	-0.4%	$197.62	Q4 2019
9/30/2019	0.23%	+0%	$7.78M	36.2K	+728	+2.05%	$214.72	Q3 2019
6/30/2019	0.22%	+0.04%	$7.37M	35.5K	+5,746	+19.3%	$207.66	Q2 2019
3/31/2019	0.18%	+0.01%	$5.65M	29.8K	+1,979	+7.12%	$189.88	Q1 2019
12/31/2018	0.19%	+0%	$4.93M	27.8K	+51	+0.18%	$177.56	Q4 2018
9/30/2018	0.15%	-0.03%	$4.64M	27.7K	-5,453	-16.4%	$167.29	Q3 2018
6/30/2018	0.18%	+0.03%	$5.2M	33.2K	+6,358	+23.7%	$156.70	Q2 2018
3/31/2018	0.16%	0%	$4.19M	26.8K	-624	-2.27%	$156.38	Q1 2018
12/31/2017	0.18%	-0.01%	$4.72M	27.4K	-1,451	-5.02%	$172.13	Q4 2017
9/30/2017	0.18%	-0.01%	$4.53M	28.9K	-1,980	-6.41%	$156.71	Q3 2017
6/30/2017	0.18%	-0.02%	$4.73M	30.9K	-3,674	-10.6%	$153.17	Q2 2017
3/31/2017	0.18%	+0.01%	$4.48M	34.5K	+2,414	+7.51%	$129.61	Q1 2017
12/31/2016	0.16%	+0%	$3.91M	32.1K	+552	+1.75%	$121.71	Q4 2016
9/30/2016	0.15%	-0.01%	$3.64M	31.6K	-2,430	-7.14%	$115.38	Q3 2016
6/30/2016	0.18%	-0.02%	$4.09M	34K	-3,970	-10.5%	$120.34	Q2 2016
3/31/2016	0.21%	+0.01%	$4.77M	38K	+2,551	+7.2%	$125.66	Q1 2016
12/31/2015	0.19%	-0.01%	$4.19M	35.4K	-926	-2.55%	$118.14	Q4 2015
9/30/2015	0.17%	-0.01%	$3.58M	36.4K	-1,678	-4.41%	$98.58	Q3 2015
6/30/2015	0.16%	+0%	$3.62M	38K	+1,133	+3.07%	$95.17	Q2 2015
3/31/2015	0.17%	+0.01%	$3.6M	36.9K	+2,410	+6.99%	$97.47	Q1 2015
12/31/2014	0.16%	-0.05%	$3.23M	34.5K	-11,287	-24.7%	$93.64	Q4 2014
9/30/2014	0.22%	+0.01%	$4.34M	45.8K	+2,082	+4.76%	$94.78	Q3 2014
6/30/2014	0.23%	+0.02%	$4.4M	43.7K	+3,019	+7.42%	$100.71	Q2 2014
3/31/2014	0.22%	-0.12%	$3.99M	40.7K	-22,394	-35.5%	$98.09	Q1 2014
12/31/2013	0.34%		$6.12M	63.1K			$97.01	Q4 2013

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Showing 1 to 45 of 45 entries

* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.