A detailed history of Western Pacific Wealth Management, LP transactions in Mcdonalds Corp stock. As of the latest transaction made, Western Pacific Wealth Management, LP holds 626 shares of MCD stock, worth $181,715. This represents 0.13% of its overall portfolio holdings.

Number of Shares
626
Previous 475 31.79%
Holding current value
$181,715
Previous $121,000 57.02%
% of portfolio
0.13%
Previous 0.09%

Shares

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

Oct 31, 2024

BUY
$245.82 - $304.51 $37,118 - $45,981
151 Added 31.79%
626 $190,000
Q2 2024

Aug 14, 2024

BUY
$249.37 - $280.22 $36,408 - $40,912
146 Added 44.38%
475 $121,000
Q1 2024

May 15, 2024

SELL
$278.58 - $300.53 $27,300 - $29,451
-98 Reduced 22.95%
329 $92,000
Q4 2023

Feb 09, 2024

SELL
$246.19 - $296.51 $51,453 - $61,970
-209 Reduced 32.86%
427 $126,000
Q3 2023

Oct 26, 2023

BUY
$263.44 - $297.13 $8,166 - $9,211
31 Added 5.12%
636 $167,000
Q1 2023

May 11, 2023

BUY
$260.66 - $279.61 $41,705 - $44,737
160 Added 35.96%
605 $169,000
Q4 2022

Feb 03, 2023

BUY
$233.19 - $277.79 $51,301 - $61,113
220 Added 97.78%
445 $117,000
Q3 2022

Oct 27, 2022

BUY
$230.74 - $266.82 $23,074 - $26,682
100 Added 80.0%
225 $51,000
Q1 2022

Apr 21, 2022

SELL
$222.0 - $269.69 $27,750 - $33,711
-125 Reduced 50.0%
125 $30,000
Q4 2021

Feb 14, 2022

BUY
$236.42 - $268.49 $59,105 - $67,122
250 New
250 $67,000

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
Track This Portfolio

Track Western Pacific Wealth Management, LP Portfolio

Follow Western Pacific Wealth Management, LP 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 Western Pacific Wealth Management, LP, based on Form 13F filings with the SEC.

News

Stay updated on Western Pacific Wealth Management, LP with notifications on news.