Wealthquest Corp Mcdonalds Corp Transaction History

Wealthquest Corp

$948 Million
Q4 2024

A detailed history of Wealthquest Corp transactions in Mcdonalds Corp stock. As of the latest transaction made, Wealthquest Corp holds 2,597 shares of MCD stock, worth $805,615. This represents 0.08% of its overall portfolio holdings.

Number of Shares

2,597

Previous 2,568 1.13%

Holding current value

$805,615

Previous $781,000 3.71%

% of portfolio

0.08%

Previous 0.09%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	BUY	$288.47 - $316.54 $8,365 - $9,179	29 Added 1.13%	2,597 $752,000
Q3 2024 Nov 21, 2024	BUY	$245.82 - $304.51 $983 - $1,218	4 Added 0.16%	2,568 $781,000
Q2 2024 Aug 26, 2024	BUY	$249.37 - $280.22 $249 - $280	1 Added 0.04%	2,564 $653,000
Q1 2024 May 09, 2024	SELL	$278.58 - $300.53 $19,222 - $20,736	-69 Reduced 2.62%	2,563 $722,000
Q4 2023 Feb 15, 2024	SELL	$246.19 - $296.51 $12,555 - $15,122	-51 Reduced 1.9%	2,632 $780,000
Q3 2023 Nov 15, 2023	BUY	$263.44 - $297.13 $56,112 - $63,288	213 Added 8.62%	2,683 $706,000
Q2 2023 Aug 14, 2023	SELL	$281.9 - $298.41 $27,062 - $28,647	-96 Reduced 3.74%	2,470 $737,000
Q1 2023 May 04, 2023	SELL	$260.66 - $279.61 $16,942 - $18,174	-65 Reduced 2.47%	2,566 $717,000
Q3 2022 Nov 08, 2022	SELL	$230.74 - $266.82 $2,538 - $2,935	-11 Reduced 0.42%	2,631 $607,000
Q2 2022 Aug 12, 2022	SELL	$229.0 - $255.85 $94,806 - $105,921	-414 Reduced 13.55%	2,642 $652,000
Q4 2021 Feb 14, 2022	BUY	$236.42 - $268.49 $70,926 - $80,547	300 Added 10.89%	3,056 $819,000
Q3 2021 Nov 15, 2021	SELL	$229.26 - $248.11 $2,751 - $2,977	-12 Reduced 0.43%	2,756 $664,000
Q2 2021 Aug 10, 2021	BUY	$225.21 - $237.11 $25,223 - $26,556	112 Added 4.22%	2,768 $639,000
Q1 2021 May 13, 2021	BUY	$204.84 - $227.35 $27,038 - $30,010	132 Added 5.23%	2,656 $595,000
Q4 2020 Feb 09, 2021	BUY	$207.76 - $229.64 $4,778 - $5,281	23 Added 0.92%	2,524 $541,000
Q3 2020 Nov 12, 2020	SELL	$183.52 - $224.81 $36,704 - $44,962	-200 Reduced 7.4%	2,501 $549,000
Q2 2020 Aug 11, 2020	BUY	$158.17 - $202.65 $152,634 - $195,557	965 Added 55.59%	2,701 $498,000
Q4 2019 Feb 18, 2020	SELL	$188.66 - $212.83 $56,032 - $63,210	-297 Reduced 14.61%	1,736 $343,000
Q3 2019 Oct 18, 2019	SELL	$206.3 - $221.15 $16,091 - $17,249	-78 Reduced 3.69%	2,033 $436,000
Q2 2019 Jul 22, 2019	BUY	$188.35 - $207.66 $56,693 - $62,505	301 Added 16.63%	2,111 $438,000
Q1 2019 Apr 18, 2019	BUY	$173.97 - $189.9 $35,141 - $38,359	202 Added 12.56%	1,810 $343,000
Q4 2018 Jan 23, 2019	BUY	$162.97 - $189.26 $262,055 - $304,330	1,608 New	1,608 $285,000

Others Institutions Holding MCD

# of Institutions

3,623

Shares Held

503M

Call Options Held

9.9M

Put Options Held

9.17M

View Full List

About MCDONALDS CORP

Ticker MCD
Exchange NYSE
Sector Consumer Cyclical
Industry Restaurants
Shares Outstandng 735,716,992
Market Cap $228B
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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Wealthquest Corp Mcdonalds Corp Transaction History