Number of Shares
18,924.00
Current Holdings Value*
$5.91 Mil
% of Portfolio
4.39%
Total Estimate Gain
$-69,276.24
% of Total Estimate Gain
-1.23%

CAPITAL & PLANNING, LLC's McDonald's Corp Holding Summary

As of 2025-03-31, CAPITAL & PLANNING, LLC held 18,924.00 shares of McDonald's Corp(MCD), totaling $5.91 Mil. This investment constitutes 4.39% of their stock portfolio, and CAPITAL & PLANNING, LLC now holds 0% of the outstanding McDonald's Corp(MCD) stock.

The initial trade took place in 2024Q4. And since then CAPITAL & PLANNING, LLC has made 1 purchases of MCD, at an average price of $298.14, for a total of 18,924.00 shares. Based on historical transaction data and MCD's current price of $294.48, CAPITAL & PLANNING, LLC's estimated gain on his MCD holdings is $-69,276.24, reflecting a -1.23% gain to date.

CAPITAL & PLANNING, LLC MCD ($294.48) Holding Chart

CAPITAL & PLANNING, LLC MCD ($294.48) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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