Number of Shares
7,537.00
Current Holdings Value*
$2.41 Mil
% of Portfolio
1.12%
Total Estimate Gain
$-34,623.92
% of Total Estimate Gain
-0.88%

1290 SmartBeta Equity Fund's McDonald's Corp Holding Summary

As of 2025-04-30, 1290 Funds held 7,537.00 shares of McDonald's Corp(MCD), totaling $2.41 Mil. This investment constitutes 1.12% of their stock portfolio, and 1290 Funds now holds 0% of the outstanding McDonald's Corp(MCD) stock.

The initial trade took place in 2019Q4. And since then 1290 SmartBeta Equity Fund has made 5 purchases of MCD, at an average price of $291.40, for a total of 13,571.00 shares. In addition, there have been 4 sales at an average price of $277.28 for 6,034.00 shares. Based on historical transaction data and MCD's current price of $298.12, 1290 SmartBeta Equity Fund's estimated gain on his MCD holdings is $-34,623.92, reflecting a -0.88% gain to date.

1290 SmartBeta Equity Fund MCD ($298.12) Holding Chart

1290 SmartBeta Equity Fund MCD ($298.12) 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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