Wealth Plan Partners, LLC Mcdonalds Corp Transaction History

Wealth Plan Partners, LLC

$931 Billion
Q2 2024

A detailed history of Wealth Plan Partners, LLC transactions in Mcdonalds Corp stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 3,649 shares of MCD stock, worth $1.08 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

3,649

Previous 3,648 0.03%

Holding current value

$1.08 Million

Previous $1.03 Billion 9.58%

% of portfolio

0.1%

Previous 0.11%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	BUY	$249.37 - $280.22 $249 - $280	1 Added 0.03%	3,649 $930 Million
Q1 2024 May 07, 2024	SELL	$278.58 - $300.53 $50,980 - $54,996	-183 Reduced 4.78%	3,648 $1.03 Billion
Q4 2023 Jan 05, 2024	SELL	$246.19 - $296.51 $12,555 - $15,122	-51 Reduced 1.31%	3,831 $1.14 Billion
Q3 2023 Nov 01, 2023	BUY	$263.44 - $297.13 $8,956 - $10,102	34 Added 0.88%	3,882 $1.02 Billion
Q2 2023 Jul 31, 2023	SELL	$281.9 - $298.41 $60,044 - $63,561	-213 Reduced 5.25%	3,848 $1.15 Billion
Q1 2023 May 10, 2023	SELL	$260.66 - $279.61 $1.07 Million - $1.15 Million	-4,096 Reduced 50.21%	4,061 $1.14 Billion
Q4 2022 Feb 16, 2023	SELL	$233.19 - $277.79 $792,612 - $944,208	-3,399 Reduced 29.41%	8,157 $2.17 Billion
Q1 2022 May 03, 2022	SELL	$222.0 - $269.69 $3.26 Million - $3.96 Million	-14,667 Reduced 55.93%	11,556 $2.88 Million
Q4 2021 Feb 01, 2022	SELL	$236.42 - $268.49 $1.16 Million - $1.32 Million	-4,911 Reduced 15.77%	26,223 $6.8 Million
Q3 2021 Dec 09, 2021	SELL	$229.26 - $248.11 $8.08 Million - $8.74 Million	-35,226 Reduced 53.08%	31,134 $7.51 Million
Q2 2021 Aug 19, 2021	BUY	$225.21 - $237.11 $1.13 Million - $1.19 Million	5,019 Added 8.18%	66,360 $15.6 Million
Q1 2021 May 11, 2021	BUY	$204.84 - $227.35 $608,374 - $675,229	2,970 Added 5.09%	61,341 $14.3 Million
Q4 2020 Feb 09, 2021	BUY	$207.76 - $229.64 $1.1 Million - $1.22 Million	5,303 Added 9.99%	58,371 $12.3 Million
Q3 2020 Dec 18, 2020	BUY	$183.52 - $224.81 $294,549 - $360,820	1,605 Added 3.12%	53,068 $11.3 Million
Q2 2020 Aug 19, 2020	BUY	$158.17 - $202.65 $274,741 - $352,003	1,737 Added 3.49%	51,463 $10.6 Million
Q1 2020 May 15, 2020	BUY	$137.1 - $217.46 $6.14 Million - $9.74 Million	44,770 Added 903.35%	49,726 $8.72 Million
Q4 2019 Feb 14, 2020	BUY	$188.66 - $212.83 $87,349 - $98,540	463 Added 10.3%	4,956 $1.08 Million
Q3 2019 Nov 15, 2019	BUY	$206.3 - $221.15 $35,896 - $38,480	174 Added 4.03%	4,493 $876,000
Q2 2019 Aug 19, 2019	SELL	$188.35 - $207.66 $219,239 - $241,716	-1,164 Reduced 21.23%	4,319 $949,000
Q1 2019 May 16, 2019	BUY	$173.97 - $189.9 $5,914 - $6,456	34 Added 0.62%	5,483 $1.09 Million
Q4 2018 Feb 20, 2019	SELL	$162.97 - $189.26 $48,891 - $56,778	-300 Reduced 5.22%	5,449 $981,000
Q3 2018 Nov 21, 2018	SELL	$155.41 - $167.29 $14,453 - $15,557	-93 Reduced 1.59%	5,749 $1.06 Million
Q2 2018 Aug 16, 2018	BUY	$155.94 - $169.48 $18,244 - $19,829	117 Added 2.04%	5,842 $915,000
Q1 2018 May 16, 2018	BUY	$148.27 - $178.36 $848,845 - $1.02 Million	5,725 New	5,725 $895,000

Others Institutions Holding MCD

# of Institutions

3,373

Shares Held

502M

Call Options Held

9.26M

Put Options Held

7.45M

View Full List

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...

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Wealth Plan Partners, LLC Mcdonalds Corp Transaction History