Capital Wealth Planning, LLC MCD Holdings History
Capital Wealth Planning, LLC's McDonald's Corp Holding Summary
As of 2025-03-31, Capital Wealth Planning, LLC held 1.21 Mil shares of McDonald's Corp(MCD), totaling $377.80 Mil. This investment constitutes 3.28% of their stock portfolio, and Capital Wealth Planning, LLC now holds 0.17% of the outstanding McDonald's Corp(MCD) stock.
The initial trade took place in 2014Q1. And since then Capital Wealth Planning, LLC has made 26 purchases of MCD, at an average price of $242.99, for a total of 2.24 Mil shares. In addition, there have been 9 sales at an average price of $258.32 for 1.03 Mil shares. Based on historical transaction data and MCD's current price of $297.07, Capital Wealth Planning, LLC's estimated gain on his MCD holdings is $81.13 Mil, reflecting a 14.94% gain to date.
Capital Wealth Planning, LLC MCD ($297.07) Holding Chart
Capital Wealth Planning, LLC MCD ($297.07) 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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