Capstone Financial Advisors, Inc. MCD Holdings History
Capstone Financial Advisors, Inc.'s McDonald's Corp Holding Summary
As of 2025-03-31, Capstone Financial Advisors, Inc. held 216,990.00 shares of McDonald's Corp(MCD), totaling $67.78 Mil. This investment constitutes 4.25% of their stock portfolio, and Capstone Financial Advisors, Inc. now holds 0.03% of the outstanding McDonald's Corp(MCD) stock.
The initial trade took place in 2014Q1. And since then Capstone Financial Advisors, Inc. has made 19 purchases of MCD, at an average price of $160.88, for a total of 342,898.00 shares. In addition, there have been 17 sales at an average price of $170.95 for 125,908.00 shares. Based on historical transaction data and MCD's current price of $294.08, Capstone Financial Advisors, Inc.'s estimated gain on his MCD holdings is $30.17 Mil, reflecting a 54.69% gain to date.
Capstone Financial Advisors, Inc. MCD ($294.08) Holding Chart
Capstone Financial Advisors, Inc. MCD ($294.08) 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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