Number of Shares
46,398.00
Current Holdings Value*
$14.49 Mil
% of Portfolio
0.23%
Total Estimate Gain
$25.86 Mil
% of Total Estimate Gain
32.18%

Evercore Wealth Management, LLC's McDonald's Corp Holding Summary

As of 2025-03-31, Evercore Wealth Management, LLC held 46,398.00 shares of McDonald's Corp(MCD), totaling $14.49 Mil. This investment constitutes 0.23% of their stock portfolio, and Evercore Wealth Management, LLC now holds 0.01% of the outstanding McDonald's Corp(MCD) stock.

The initial trade took place in 2014Q1. And since then Evercore Wealth Management, LLC has made 18 purchases of MCD, at an average price of $215.83, for a total of 372,424.00 shares. In addition, there have been 18 sales at an average price of $283.60 for 326,026.00 shares. Based on historical transaction data and MCD's current price of $297.07, Evercore Wealth Management, LLC's estimated gain on his MCD holdings is $25.86 Mil, reflecting a 32.18% gain to date.

Evercore Wealth Management, LLC MCD ($297.07) Holding Chart

Evercore Wealth Management, LLC MCD ($297.07) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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