A detailed history of Wealth Plan Investment Management, LLC transactions in Mcdonalds Corp stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 3,603 shares of MCD stock, worth $1.04 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
3,603
Previous 2,332 54.5%
Holding current value
$1.04 Million
Previous $594,000 84.68%
% of portfolio
0.12%
Previous 0.1%

Shares

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

Nov 05, 2024

BUY
$245.82 - $304.51 $312,437 - $387,032
1,271 Added 54.5%
3,603 $1.1 Million
Q2 2024

Aug 09, 2024

SELL
$249.37 - $280.22 $25,435 - $28,582
-102 Reduced 4.19%
2,332 $594,000
Q1 2024

May 16, 2024

BUY
$278.58 - $300.53 $3,621 - $3,906
13 Added 0.54%
2,434 $686,000
Q4 2023

Jan 05, 2024

SELL
$246.19 - $296.51 $202,121 - $243,434
-821 Reduced 25.32%
2,421 $717,000
Q3 2023

Nov 15, 2023

SELL
$263.44 - $297.13 $168,601 - $190,163
-640 Reduced 16.49%
3,242 $854,000
Q3 2023

Nov 09, 2023

BUY
$263.44 - $297.13 $568,240 - $640,909
2,157 Added 125.04%
3,882 $1.02 Million
Q2 2023

Aug 14, 2023

SELL
$281.9 - $298.41 $7.36 Million - $7.8 Million
-26,125 Reduced 93.81%
1,725 $514,000
Q2 2023

Jul 25, 2023

BUY
$281.9 - $298.41 $6.92 Million - $7.33 Million
24,555 Added 745.22%
27,850 $8.31 Million
Q1 2023

May 08, 2023

SELL
$260.66 - $279.61 $1.27 Million - $1.36 Million
-4,862 Reduced 59.61%
3,295 $921,000
Q4 2022

Feb 15, 2023

SELL
$233.19 - $277.79 $47,337 - $56,391
-203 Reduced 2.43%
8,157 $2.15 Million
Q3 2022

Dec 12, 2022

SELL
$230.74 - $266.82 $737,445 - $852,756
-3,196 Reduced 27.66%
8,360 $2.26 Million
Q1 2022

Sep 07, 2022

BUY
$222.0 - $269.69 $2.57 Million - $3.12 Million
11,556 New
11,556 $2.88 Million

Others Institutions Holding MCD

About MCDONALDS CORP


  • Ticker MCD
  • Exchange NYSE
  • Sector Consumer Cyclical
  • Industry Restaurants
  • Shares Outstandng 735,716,992
  • Market Cap $212B
  • 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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