Number of Shares
995.00
Current Holdings Value*
$310,810.00
% of Portfolio
0.25%
Total Estimate Gain
$10,941.99
% of Total Estimate Gain
3.00%

Delos Wealth Advisors, LLC's McDonald's Corp Holding Summary

As of 2025-03-31, Delos Wealth Advisors, LLC held 995.00 shares of McDonald's Corp(MCD), totaling $310,810.00. This investment constitutes 0.25% of their stock portfolio, and Delos Wealth Advisors, LLC now holds 0% of the outstanding McDonald's Corp(MCD) stock.

The initial trade took place in 2021Q3. And since then Delos Wealth Advisors, LLC has made 6 purchases of MCD, at an average price of $279.73, for a total of 1,304.00 shares. In addition, there have been 4 sales at an average price of $259.32 for 309.00 shares. Based on historical transaction data and MCD's current price of $297.07, Delos Wealth Advisors, LLC's estimated gain on his MCD holdings is $10,941.99, reflecting a 3.00% gain to date.

Delos Wealth Advisors, LLC MCD ($297.07) Holding Chart

Delos Wealth Advisors, 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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