State Farm Balanced Fund MCD Holdings History
State Farm Balanced Fund's McDonald's Corp Holding Summary
As of 2026-03-31, Advisers Investment Trust held 14,300.00 shares of McDonald's Corp(MCD), totaling $4.44 Mil. This investment constitutes 0.24% of their stock portfolio, and Advisers Investment Trust now holds 0% of the outstanding McDonald's Corp(MCD) stock.
The initial trade took place in 2021Q4. And since then State Farm Balanced Fund has made 8 purchases of MCD, at an average price of $287.82, for a total of 42,700.00 shares. In addition, there have been 4 sales at an average price of $298.67 for 28,400.00 shares. Based on historical transaction data and MCD's current price of $276.45, State Farm Balanced Fund's estimated gain on his MCD holdings is $145,323.00, reflecting a 1.18% gain to date.
State Farm Balanced Fund MCD ($276.45) Holding Chart
State Farm Balanced Fund MCD ($276.45) 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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