A detailed history of Holistic Planning, LLC transactions in Mcdonalds Corp stock. As of the latest transaction made, Holistic Planning, LLC holds 2,101 shares of MCD stock, worth $617,672. This represents 0.27% of its overall portfolio holdings.

Number of Shares
2,101
Previous 1,979 6.16%
Holding current value
$617,672
Previous $558 Million 14.62%
% of portfolio
0.27%
Previous 0.43%

Shares

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

Nov 01, 2024

BUY
$245.82 - $304.51 $29,990 - $37,150
122 Added 6.16%
2,101 $640 Million
Q1 2024

May 01, 2024

SELL
$278.58 - $300.53 $835 - $901
-3 Reduced 0.15%
1,979 $558 Million
Q4 2023

Feb 14, 2024

BUY
$246.19 - $296.51 $487,948 - $587,682
1,982 New
1,982 $588 Million

Others Institutions Holding MCD

About MCDONALDS CORP


  • Ticker MCD
  • Exchange NYSE
  • Sector Consumer Cyclical
  • Industry Restaurants
  • Shares Outstandng 735,716,992
  • Market Cap $216B
  • 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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