McDonald's Corporation shares owned by Bernardo Wealth Planning
Quarter-by-quarter ownership of McDonald's Corporation (MCD) shares owned by Bernardo Wealth Planning
from 13F filings
Historical chart of Bernardo Wealth Planning investment in McDonald's Corporation
Tip: Access up to 7 years of quarterly data
All positions including McDonald's Corporation held by Bernardo Wealth Planning consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in McDonald's Corporation by Bernardo Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $565k | 1.9k | 303.81 |
| 2025-06-30 | $548k | 1.9k | 292.27 |
| 2025-03-31 | $582k | 1.9k | 312.40 |
| 2024-12-31 | $516k | 1.8k | 282.36 |
| 2024-09-30 | $568k | 1.8k | 314.86 |
| 2024-06-30 | $456k | 1.8k | 254.78 |
| 2024-03-31 | $571k | 2.0k | 281.96 |
| 2023-12-31 | $589k | 2.0k | 296.46 |
| 2023-09-30 | $494k | 1.9k | 263.41 |
| 2023-06-30 | $559k | 1.9k | 298.49 |
| 2023-03-31 | $531k | 1.9k | 279.66 |
| 2022-12-31 | $493k | 1.9k | 263.54 |
| 2022-09-30 | $475k | 1.9k | 254.28 |
| 2022-06-30 | $461k | 1.9k | 246.92 |
| 2022-03-31 | $424k | 1.6k | 267.51 |
| 2021-12-31 | $424k | 1.6k | 267.51 |
| 2021-09-30 | $381k | 1.6k | 240.68 |
| 2021-06-30 | $364k | 1.6k | 230.53 |
| 2021-03-31 | $358k | 1.6k | 224.17 |
| 2020-12-31 | $1.1M | 5.3k | 214.51 |
| 2020-09-30 | $1.2M | 5.3k | 219.40 |
| 2020-06-30 | $887k | 4.8k | 184.48 |
| 2020-03-31 | $788k | 4.8k | 165.34 |
| 2019-12-31 | $911k | 4.6k | 197.57 |
| 2019-09-30 | $971k | 4.5k | 214.68 |
| 2019-06-30 | $953k | 4.6k | 207.72 |
| 2019-03-31 | $846k | 4.5k | 189.86 |
| 2018-12-31 | $700k | 3.9k | 177.62 |