Number of Shares
22,068.00
Current Holdings Value*
$6.89 Mil
% of Portfolio
3.23%
Total Estimate Gain
$1.27 Mil
% of Total Estimate Gain
7.50%

VIP Consumer Discretionary Portfolio's McDonald's Corp Holding Summary

As of 2025-03-31, VIP Consumer Discretionary Portfolio held 22,068.00 shares of McDonald's Corp(MCD), totaling $6.89 Mil. This investment constitutes 3.23% of their stock portfolio, and VIP Consumer Discretionary Portfolio now holds 0% of the outstanding McDonald's Corp(MCD) stock.

The initial trade took place in 2019Q3. And since then VIP Consumer Discretionary Portfolio has made 10 purchases of MCD, at an average price of $230.47, for a total of 73,374.00 shares. In addition, there have been 9 sales at an average price of $226.55 for 51,306.00 shares. Based on historical transaction data and MCD's current price of $297.07, VIP Consumer Discretionary Portfolio's estimated gain on his MCD holdings is $1.27 Mil, reflecting a 7.50% gain to date.

VIP Consumer Discretionary Portfolio MCD ($297.07) Holding Chart

VIP Consumer Discretionary Portfolio 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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