A detailed history of Wealth Enhancement & Preservation Of Ga, LLC transactions in Mcdonalds Corp stock. As of the latest transaction made, Wealth Enhancement & Preservation Of Ga, LLC holds 2,647 shares of MCD stock, worth $768,371. This represents 0.76% of its overall portfolio holdings.

Number of Shares
2,647
Previous 2,476 6.91%
Holding current value
$768,371
Previous $692,000 14.02%
% of portfolio
0.76%
Previous 0.83%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 18, 2023

BUY
$281.9 - $298.41 $48,204 - $51,028
171 Added 6.91%
2,647 $789,000
Q1 2023

Apr 11, 2023

BUY
$260.66 - $279.61 $55,259 - $59,277
212 Added 9.36%
2,476 $692,000
Q4 2022

Feb 09, 2023

BUY
$233.19 - $277.79 $137,115 - $163,340
588 Added 35.08%
2,264 $596,000
Q3 2022

Oct 19, 2022

SELL
$230.74 - $266.82 $662,454 - $766,040
-2,871 Reduced 63.14%
1,676 $387,000
Q2 2022

Sep 22, 2022

SELL
$229.0 - $255.85 $191,673 - $214,146
-837 Reduced 15.55%
4,547 $1.15 Million
Q1 2022

May 06, 2022

BUY
$222.0 - $269.69 $59,496 - $72,276
268 Added 5.24%
5,384 $1.33 Million
Q4 2021

Feb 02, 2022

BUY
$236.42 - $268.49 $15,840 - $17,988
67 Added 1.33%
5,116 $1.37 Million
Q3 2021

Oct 19, 2021

BUY
$229.26 - $248.11 $73,821 - $79,891
322 Added 6.81%
5,049 $1.22 Million
Q2 2021

Jul 22, 2021

BUY
$225.21 - $237.11 $45,267 - $47,659
201 Added 4.44%
4,727 $1.09 Million
Q1 2021

Apr 21, 2021

BUY
$204.84 - $227.35 $11,471 - $12,731
56 Added 1.25%
4,526 $1.05 Million
Q4 2020

Feb 02, 2021

BUY
$207.76 - $229.64 $157,482 - $174,067
758 Added 20.42%
4,470 $959,000
Q3 2020

Oct 13, 2020

BUY
$183.52 - $224.81 $192,328 - $235,600
1,048 Added 39.34%
3,712 $797,000
Q2 2020

Sep 08, 2020

SELL
$158.17 - $202.65 $193,283 - $247,638
-1,222 Reduced 31.45%
2,664 $489,000
Q1 2020

Apr 27, 2020

SELL
$137.1 - $217.46 $498,632 - $790,902
-3,637 Reduced 48.35%
3,886 $595,000
Q4 2019

Feb 27, 2020

BUY
$188.66 - $212.83 $1.42 Million - $1.6 Million
7,523 New
7,523 $1.48 Million

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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