A detailed history of Wealthquest Corp transactions in Mcdonalds Corp stock. As of the latest transaction made, Wealthquest Corp holds 2,563 shares of MCD stock, worth $635,085. This represents 0.09% of its overall portfolio holdings.

Number of Shares
2,563
Previous 2,632 2.62%
Holding current value
$635,085
Previous $780,000 7.44%
% of portfolio
0.09%
Previous 0.11%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About MCDONALDS CORP


  • Ticker MCD
  • Exchange NYSE
  • Sector Consumer Cyclical
  • Industry Restaurants
  • Shares Outstandng 735,716,992
  • Market Cap $182B
  • 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 Wealthquest Corp Portfolio

Follow Wealthquest Corp 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 Wealthquest Corp, based on Form 13F filings with the SEC.

News

Stay updated on Wealthquest Corp with notifications on news.