Number of Shares
77,463.00
Current Holdings Value*
$24.20 Mil
% of Portfolio
2.21%
Total Estimate Gain
$5.54 Mil
% of Total Estimate Gain
15.12%

Van Hulzen Asset Management, LLC's McDonald's Corp Holding Summary

As of 2025-03-31, Van Hulzen Asset Management, LLC held 77,463.00 shares of McDonald's Corp(MCD), totaling $24.20 Mil. This investment constitutes 2.21% of their stock portfolio, and Van Hulzen Asset Management, LLC now holds 0.01% of the outstanding McDonald's Corp(MCD) stock.

The initial trade took place in 2014Q1. And since then Van Hulzen Asset Management, LLC has made 22 purchases of MCD, at an average price of $222.01, for a total of 165,003.00 shares. In addition, there have been 11 sales at an average price of $217.95 for 87,540.00 shares. Based on historical transaction data and MCD's current price of $298.12, Van Hulzen Asset Management, LLC's estimated gain on his MCD holdings is $5.54 Mil, reflecting a 15.12% gain to date.

Van Hulzen Asset Management, LLC MCD ($298.12) Holding Chart

Van Hulzen Asset Management, LLC MCD ($298.12) 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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