INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC MCD Holdings History
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC's McDonald's Corp Holding Summary
As of 2024-06-30, INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC held 3,372.00 shares of McDonald's Corp(MCD), totaling $859,350.00. This investment constitutes 0.13% of their stock portfolio, and INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC now holds 0% of the outstanding McDonald's Corp(MCD) stock.
The initial trade took place in 2018Q2. And since then INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC has made 11 purchases of MCD, at an average price of $176.93, for a total of 32,683.00 shares. In addition, there have been 14 sales at an average price of $236.03 for 29,311.00 shares. Based on historical transaction data and MCD's current price of $299.17, INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC's estimated gain on his MCD holdings is $2.14 Mil, reflecting a 37.09% gain to date.
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC MCD ($299.17) Holding Chart
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC MCD ($299.17) 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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