Number of Shares
5,800.00
Current Holdings Value*
$1.81 Mil
% of Portfolio
2.76%
Total Estimate Gain
$153,624.25
% of Total Estimate Gain
3.38%

Rational Dynamic Brands Fund's McDonald's Corp Holding Summary

As of 2025-03-31, Mutual Fund & Variable Insurance Trust held 5,800.00 shares of McDonald's Corp(MCD), totaling $1.81 Mil. This investment constitutes 2.76% of their stock portfolio, and Mutual Fund & Variable Insurance Trust now holds 0% of the outstanding McDonald's Corp(MCD) stock.

The initial trade took place in 2020Q3. And since then Rational Dynamic Brands Fund has made 5 purchases of MCD, at an average price of $257.67, for a total of 17,625.00 shares. In addition, there have been 2 sales at an average price of $251.33 for 11,825.00 shares. Based on historical transaction data and MCD's current price of $297.07, Rational Dynamic Brands Fund's estimated gain on his MCD holdings is $153,624.25, reflecting a 3.38% gain to date.

Rational Dynamic Brands Fund MCD ($297.07) Holding Chart

Rational Dynamic Brands Fund 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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