Leo Wealth, LLC MCD Holdings History
Number of Shares
27,897.00
Current Holdings Value*
$8.71 Mil
% of Portfolio
1.25%
Total Estimate Gain
$79,898.80
% of Total Estimate Gain
0.93%
Leo Wealth, LLC's McDonald's Corp Holding Summary
As of 2025-03-31, Leo Wealth, LLC held 27,897.00 shares of McDonald's Corp(MCD), totaling $8.71 Mil. This investment constitutes 1.25% of their stock portfolio, and Leo Wealth, LLC now holds 0% of the outstanding McDonald's Corp(MCD) stock.
The initial trade took place in 2023Q4. And since then Leo Wealth, LLC has made 3 purchases of MCD, at an average price of $295.88, for a total of 28,964.00 shares. In addition, there have been 2 sales at an average price of $265.46 for 1,067.00 shares. Based on historical transaction data and MCD's current price of $299.91, Leo Wealth, LLC's estimated gain on his MCD holdings is $79,898.80, reflecting a 0.93% gain to date.
Leo Wealth, LLC MCD ($299.91) Holding Chart
Leo Wealth, LLC MCD ($299.91) 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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