A detailed history of Ullmann Wealth Partners Group, LLC transactions in Mcdonalds Corp stock. As of the latest transaction made, Ullmann Wealth Partners Group, LLC holds 1,503 shares of MCD stock, worth $438,154. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,503
Previous 1,443 4.16%
Holding current value
$438,154
Previous $367,000 24.52%
% of portfolio
0.06%
Previous 0.05%

Shares

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

Oct 15, 2024

BUY
$245.82 - $304.51 $14,749 - $18,270
60 Added 4.16%
1,503 $457,000
Q2 2024

Aug 07, 2024

SELL
$249.37 - $280.22 $17,705 - $19,895
-71 Reduced 4.69%
1,443 $367,000
Q1 2024

May 10, 2024

SELL
$278.58 - $300.53 $47,637 - $51,390
-171 Reduced 10.15%
1,514 $426,000
Q4 2023

Jan 11, 2024

BUY
$246.19 - $296.51 $16,248 - $19,569
66 Added 4.08%
1,685 $499,000
Q3 2023

Oct 13, 2023

BUY
$263.44 - $297.13 $138,306 - $155,993
525 Added 47.99%
1,619 $426,000
Q2 2023

Jul 13, 2023

BUY
$281.9 - $298.41 $12,967 - $13,726
46 Added 4.39%
1,094 $326,000
Q1 2023

Apr 11, 2023

BUY
$260.66 - $279.61 $7,819 - $8,388
30 Added 2.95%
1,048 $293,000
Q4 2022

Jan 18, 2023

BUY
$233.19 - $277.79 $12,825 - $15,278
55 Added 5.71%
1,018 $0
Q3 2022

Oct 12, 2022

BUY
$230.74 - $266.82 $32,072 - $37,087
139 Added 16.87%
963 $222,000
Q2 2022

Jul 13, 2022

BUY
$229.0 - $255.85 $188,696 - $210,820
824 New
824 $203,000

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 Ullmann Wealth Partners Group, LLC Portfolio

Follow Ullmann Wealth Partners Group, LLC 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 Ullmann Wealth Partners Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ullmann Wealth Partners Group, LLC with notifications on news.