A detailed history of Castle Wealth Management LLC transactions in Mcdonalds Corp stock. As of the latest transaction made, Castle Wealth Management LLC holds 2,483 shares of MCD stock, worth $720,765. This represents 0.4% of its overall portfolio holdings.

Number of Shares
2,483
Previous 2,183 13.74%
Holding current value
$720,765
Previous $556,000 35.97%
% of portfolio
0.4%
Previous 0.33%

Shares

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

Oct 31, 2024

BUY
$245.82 - $304.51 $73,746 - $91,353
300 Added 13.74%
2,483 $756,000
Q1 2024

Apr 29, 2024

SELL
$278.58 - $300.53 $1,392 - $1,502
-5 Reduced 0.23%
2,183 $615,000
Q4 2023

Jan 31, 2024

BUY
$246.19 - $296.51 $984 - $1,186
4 Added 0.18%
2,188 $648,000
Q3 2023

Nov 03, 2023

SELL
$263.44 - $297.13 $263 - $297
-1 Reduced 0.05%
2,184 $575,000
Q2 2023

Jul 17, 2023

SELL
$281.9 - $298.41 $98,946 - $104,741
-351 Reduced 13.84%
2,185 $652,000
Q4 2022

Feb 09, 2023

BUY
$233.19 - $277.79 $233 - $277
1 Added 0.04%
2,536 $668,000
Q3 2022

Nov 07, 2022

SELL
$230.74 - $266.82 $4,614 - $5,336
-20 Reduced 0.78%
2,535 $585,000
Q2 2022

Aug 01, 2022

BUY
$229.0 - $255.85 $585,095 - $653,696
2,555 New
2,555 $631,000

Others Institutions Holding MCD

About MCDONALDS CORP


  • Ticker MCD
  • Exchange NYSE
  • Sector Consumer Cyclical
  • Industry Restaurants
  • Shares Outstandng 735,716,992
  • Market Cap $214B
  • 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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