A detailed history of Wealth Plan Partners, LLC transactions in Mcdonalds Corp stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 2,713 shares of MCD stock, worth $810,237. This represents 0.11% of its overall portfolio holdings.

Number of Shares
2,713
Previous 3,649 25.65%
Holding current value
$810,237
Previous $930 Million 11.16%
% of portfolio
0.11%
Previous 0.1%

Shares

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

Nov 05, 2024

SELL
$245.82 - $304.51 $230,087 - $285,021
-936 Reduced 25.65%
2,713 $826 Million
Q2 2024

Aug 09, 2024

BUY
$249.37 - $280.22 $249 - $280
1 Added 0.03%
3,649 $930 Million
Q1 2024

May 07, 2024

SELL
$278.58 - $300.53 $50,980 - $54,996
-183 Reduced 4.78%
3,648 $1.03 Billion
Q4 2023

Jan 05, 2024

SELL
$246.19 - $296.51 $12,555 - $15,122
-51 Reduced 1.31%
3,831 $1.14 Billion
Q3 2023

Nov 01, 2023

BUY
$263.44 - $297.13 $8,956 - $10,102
34 Added 0.88%
3,882 $1.02 Billion
Q2 2023

Jul 31, 2023

SELL
$281.9 - $298.41 $60,044 - $63,561
-213 Reduced 5.25%
3,848 $1.15 Billion
Q1 2023

May 10, 2023

SELL
$260.66 - $279.61 $1.07 Million - $1.15 Million
-4,096 Reduced 50.21%
4,061 $1.14 Billion
Q4 2022

Feb 16, 2023

SELL
$233.19 - $277.79 $792,612 - $944,208
-3,399 Reduced 29.41%
8,157 $2.17 Billion
Q1 2022

May 03, 2022

SELL
$222.0 - $269.69 $3.26 Million - $3.96 Million
-14,667 Reduced 55.93%
11,556 $2.88 Million
Q4 2021

Feb 01, 2022

SELL
$236.42 - $268.49 $1.16 Million - $1.32 Million
-4,911 Reduced 15.77%
26,223 $6.8 Million
Q3 2021

Dec 09, 2021

SELL
$229.26 - $248.11 $8.08 Million - $8.74 Million
-35,226 Reduced 53.08%
31,134 $7.51 Million
Q2 2021

Aug 19, 2021

BUY
$225.21 - $237.11 $1.13 Million - $1.19 Million
5,019 Added 8.18%
66,360 $15.6 Million
Q1 2021

May 11, 2021

BUY
$204.84 - $227.35 $608,374 - $675,229
2,970 Added 5.09%
61,341 $14.3 Million
Q4 2020

Feb 09, 2021

BUY
$207.76 - $229.64 $1.1 Million - $1.22 Million
5,303 Added 9.99%
58,371 $12.3 Million
Q3 2020

Dec 18, 2020

BUY
$183.52 - $224.81 $294,549 - $360,820
1,605 Added 3.12%
53,068 $11.3 Million
Q2 2020

Aug 19, 2020

BUY
$158.17 - $202.65 $274,741 - $352,003
1,737 Added 3.49%
51,463 $10.6 Million
Q1 2020

May 15, 2020

BUY
$137.1 - $217.46 $6.14 Million - $9.74 Million
44,770 Added 903.35%
49,726 $8.72 Million
Q4 2019

Feb 14, 2020

BUY
$188.66 - $212.83 $87,349 - $98,540
463 Added 10.3%
4,956 $1.08 Million
Q3 2019

Nov 15, 2019

BUY
$206.3 - $221.15 $35,896 - $38,480
174 Added 4.03%
4,493 $876,000
Q2 2019

Aug 19, 2019

SELL
$188.35 - $207.66 $219,239 - $241,716
-1,164 Reduced 21.23%
4,319 $949,000
Q1 2019

May 16, 2019

BUY
$173.97 - $189.9 $5,914 - $6,456
34 Added 0.62%
5,483 $1.09 Million
Q4 2018

Feb 20, 2019

SELL
$162.97 - $189.26 $48,891 - $56,778
-300 Reduced 5.22%
5,449 $981,000
Q3 2018

Nov 21, 2018

SELL
$155.41 - $167.29 $14,453 - $15,557
-93 Reduced 1.59%
5,749 $1.06 Million
Q2 2018

Aug 16, 2018

BUY
$155.94 - $169.48 $18,244 - $19,829
117 Added 2.04%
5,842 $915,000
Q1 2018

May 16, 2018

BUY
$148.27 - $178.36 $848,845 - $1.02 Million
5,725 New
5,725 $895,000

Others Institutions Holding MCD

About MCDONALDS CORP


  • Ticker MCD
  • Exchange NYSE
  • Sector Consumer Cyclical
  • Industry Restaurants
  • Shares Outstandng 735,716,992
  • Market Cap $220B
  • 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 Wealth Plan Partners, LLC Portfolio

Follow Wealth Plan Partners, 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 Wealth Plan Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Plan Partners, LLC with notifications on news.