A detailed history of Summit Wealth Partners, LLC transactions in Mcdonalds Corp stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 700 shares of MCD stock, worth $207,333. This represents 0.04% of its overall portfolio holdings.

Number of Shares
700
Holding current value
$207,333
% of portfolio
0.04%

Shares

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

Oct 28, 2024

BUY
$245.82 - $304.51 $172,074 - $213,157
700 New
700 $213 Million
Q4 2023

Sep 11, 2024

BUY
$246.19 - $296.51 $168,886 - $203,405
686 New
686 $203 Million
Q3 2023

Sep 11, 2024

SELL
$263.44 - $297.13 $193,628 - $218,390
-735 Closed
0 $0
Q2 2023

Sep 11, 2024

SELL
$281.9 - $298.41 $42,566 - $45,059
-151 Reduced 17.04%
735 $219 Million
Q3 2022

Sep 11, 2024

BUY
$230.74 - $266.82 $204,435 - $236,402
886 New
886 $204 Million
Q4 2019

Sep 09, 2024

BUY
$188.66 - $212.83 $214,317 - $241,774
1,136 New
1,136 $224 Million

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
Track This Portfolio

Track Summit Wealth Partners, LLC Portfolio

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

News

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