A detailed history of Spartan Planning & Wealth Management transactions in Mcdonalds Corp stock. As of the latest transaction made, Spartan Planning & Wealth Management holds 907 shares of MCD stock, worth $224,799. This represents 0.3% of its overall portfolio holdings.

Number of Shares
907
Previous 126 619.84%
Holding current value
$224,799
Previous $33,000 712.12%
% of portfolio
0.3%
Previous 0.04%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Mar 12, 2024

BUY
$246.19 - $296.51 $192,274 - $231,574
781 Added 619.84%
907 $268,000
Q3 2023

Nov 17, 2023

SELL
$263.44 - $297.13 $113,279 - $127,765
-430 Reduced 77.34%
126 $33,000
Q4 2022

Feb 01, 2023

BUY
$233.19 - $277.79 $37,077 - $44,168
159 Added 40.05%
556 $146,000
Q3 2022

Nov 01, 2022

SELL
$230.74 - $266.82 $922 - $1,067
-4 Reduced 1.0%
397 $92,000
Q2 2022

Aug 10, 2022

BUY
$229.0 - $255.85 $38,243 - $42,726
167 Added 71.37%
401 $99,000
Q1 2022

May 16, 2022

BUY
$222.0 - $269.69 $51,948 - $63,107
234 New
234 $57,000

Others Institutions Holding MCD

About MCDONALDS CORP


  • Ticker MCD
  • Exchange NYSE
  • Sector Consumer Cyclical
  • Industry Restaurants
  • Shares Outstandng 735,716,992
  • Market Cap $182B
  • 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 Spartan Planning & Wealth Management Portfolio

Follow Spartan Planning & Wealth Management 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 Spartan Planning & Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Spartan Planning & Wealth Management with notifications on news.