McDonald's Corporation shares owned by Balboa Wealth Partners
Quarter-by-quarter ownership of McDonald's Corporation (MCD) shares owned by Balboa Wealth Partners
from 13F filings
Historical chart of Balboa Wealth Partners investment in McDonald's Corporation
Tip: Access up to 7 years of quarterly data
All positions including McDonald's Corporation held by Balboa Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in McDonald's Corporation by Balboa Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $861k | 2.8k | 303.88 |
| 2025-06-30 | $834k | 2.9k | 292.18 |
| 2025-03-31 | $812k | 2.6k | 312.38 |
| 2024-12-31 | $747k | 2.6k | 289.90 |
| 2024-09-30 | $813k | 2.7k | 304.52 |
| 2024-06-30 | $875k | 3.4k | 254.84 |
| 2024-03-31 | $775k | 2.7k | 281.91 |
| 2023-12-31 | $1.1M | 3.8k | 296.48 |
| 2023-09-30 | $677k | 2.6k | 263.43 |
| 2023-06-30 | $891k | 3.0k | 298.40 |
| 2023-03-31 | $845k | 3.0k | 279.62 |
| 2022-12-31 | $684k | 2.6k | 263.56 |
| 2022-09-30 | $510k | 2.2k | 230.77 |