A detailed history of Castle Wealth Management LLC transactions in Mcdonalds Corp stock. As of the latest transaction made, Castle Wealth Management LLC holds 2,183 shares of MCD stock, worth $641,496. This represents 0.33% of its overall portfolio holdings.

Number of Shares
2,183
Previous 2,183 -0.0%
Holding current value
$641,496
Previous $615,000 9.59%
% of portfolio
0.33%
Previous 0.36%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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 $216B
  • 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 Castle Wealth Management LLC Portfolio

Follow Castle Wealth Management 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 Castle Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Castle Wealth Management LLC with notifications on news.