A detailed history of Jeppson Wealth Management, LLC transactions in Mcdonalds Corp stock. As of the latest transaction made, Jeppson Wealth Management, LLC holds 3,207 shares of MCD stock, worth $950,330. This represents 0.35% of its overall portfolio holdings.

Number of Shares
3,207
Previous 3,339 3.95%
Holding current value
$950,330
Previous $850,000 14.82%
% of portfolio
0.35%
Previous 0.32%

Shares

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

Nov 04, 2024

SELL
$245.82 - $304.51 $32,448 - $40,195
-132 Reduced 3.95%
3,207 $976,000
Q2 2024

Aug 05, 2024

BUY
$249.37 - $280.22 $16,707 - $18,774
67 Added 2.05%
3,339 $850,000
Q1 2024

Apr 17, 2024

SELL
$278.58 - $300.53 $83,574 - $90,158
-300 Reduced 8.4%
3,272 $922,000
Q4 2023

Jan 11, 2024

SELL
$246.19 - $296.51 $4,923 - $5,930
-20 Reduced 0.56%
3,572 $1.06 Million
Q3 2023

Oct 25, 2023

BUY
$263.44 - $297.13 $3,424 - $3,862
13 Added 0.36%
3,592 $946,000
Q2 2023

Jul 31, 2023

SELL
$281.9 - $298.41 $31,008 - $32,825
-110 Reduced 2.98%
3,579 $1.07 Million
Q1 2023

Apr 27, 2023

SELL
$260.66 - $279.61 $33,103 - $35,510
-127 Reduced 3.33%
3,689 $1.03 Million
Q4 2022

Jan 27, 2023

SELL
$233.19 - $277.79 $11,659 - $13,889
-50 Reduced 1.29%
3,816 $0
Q3 2022

Oct 20, 2022

BUY
$230.74 - $266.82 $29,303 - $33,886
127 Added 3.4%
3,866 $892,000
Q2 2022

Aug 03, 2022

BUY
$229.0 - $255.85 $362,965 - $405,522
1,585 Added 73.58%
3,739 $923,000
Q4 2021

Jan 19, 2022

BUY
$236.42 - $268.49 $236 - $268
1 Added 0.05%
2,154 $577,000
Q2 2021

Jul 20, 2021

BUY
$225.21 - $237.11 $33,781 - $35,566
150 Added 7.49%
2,153 $497,000
Q1 2021

May 19, 2021

BUY
$204.84 - $227.35 $32,569 - $36,148
159 Added 8.62%
2,003 $448,000
Q4 2020

Mar 05, 2021

SELL
$207.76 - $229.64 $28,670 - $31,690
-138 Reduced 6.96%
1,844 $396,000
Q3 2020

Nov 19, 2020

BUY
$183.52 - $224.81 $363,736 - $445,573
1,982 New
1,982 $435,000

Others Institutions Holding MCD

About MCDONALDS CORP


  • Ticker MCD
  • Exchange NYSE
  • Sector Consumer Cyclical
  • Industry Restaurants
  • Shares Outstandng 735,716,992
  • Market Cap $218B
  • 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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