McDonald's Corporation shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of McDonald's Corporation (MCD) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
from 13F filings
Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in McDonald's Corporation
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Quarterly reported holdings in McDonald's Corporation by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 3.4k | 303.86 |
| 2025-06-30 | $1.1M | 3.7k | 292.15 |
| 2025-03-31 | $1.1M | 3.7k | 312.39 |
| 2024-12-31 | $973k | 3.4k | 289.92 |
| 2024-09-30 | $1.0M | 3.4k | 304.53 |
| 2024-06-30 | $896k | 3.5k | 254.82 |
| 2024-03-31 | $816k | 2.9k | 281.91 |
| 2023-09-30 | $816k | 3.1k | 263.51 |
| 2023-06-30 | $942k | 3.2k | 298.48 |
| 2023-03-31 | $811k | 2.9k | 279.68 |
| 2022-12-31 | $741k | 2.8k | 263.58 |
| 2022-09-30 | $682k | 3.0k | 230.80 |
| 2022-06-30 | $861k | 3.5k | 246.99 |
| 2022-03-31 | $661k | 2.7k | 247.38 |
| 2021-12-31 | $688k | 2.6k | 268.02 |
| 2021-09-30 | $564k | 2.3k | 240.92 |
| 2021-06-30 | $526k | 2.3k | 231.11 |
| 2021-03-31 | $514k | 2.3k | 224.36 |
| 2020-12-31 | $504k | 2.4k | 214.47 |
| 2020-09-30 | $500k | 2.3k | 219.30 |
| 2020-06-30 | $434k | 2.4k | 184.45 |
| 2020-03-31 | $361k | 2.2k | 165.07 |
| 2019-12-31 | $377k | 1.9k | 197.38 |
| 2019-09-30 | $431k | 2.0k | 214.64 |
| 2019-06-30 | $397k | 1.9k | 207.85 |
| 2019-03-31 | $361k | 1.9k | 190.00 |
| 2018-12-31 | $344k | 1.9k | 177.32 |
| 2018-09-30 | $325k | 1.9k | 167.53 |
| 2018-06-30 | $283k | 1.8k | 156.87 |
| 2018-03-31 | $275k | 1.8k | 156.52 |
| 2017-12-31 | $306k | 1.8k | 171.91 |
| 2017-09-30 | $280k | 1.8k | 156.42 |
| 2017-06-30 | $274k | 1.8k | 153.07 |
| 2017-03-31 | $247k | 1.9k | 129.73 |
| 2016-03-31 | $206k | 1.6k | 125.69 |
| 2015-12-31 | $216k | 1.8k | 118.42 |
| 2014-09-30 | $350k | 3.7k | 94.88 |
| 2014-06-30 | $391k | 3.9k | 100.83 |
| 2014-03-31 | $397k | 4.1k | 98.00 |
| 2013-12-31 | $521k | 5.4k | 96.98 |
| 2013-09-30 | $1.0M | 11k | 96.23 |
| 2013-06-30 | $1.1M | 11k | 99.00 |
More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
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