McDonald's Corporation shares owned by Caldwell Trust
Quarter-by-quarter ownership of McDonald's Corporation (MCD) shares owned by Caldwell Trust
from 13F filings
Historical chart of Caldwell Trust investment in McDonald's Corporation
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Quarterly reported holdings in McDonald's Corporation by Caldwell Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $11M | 35k | 303.89 |
| 2021-12-31 | $12M | 46k | 268.07 |
| 2021-09-30 | $11M | 46k | 241.11 |
| 2021-06-30 | $11M | 46k | 230.99 |
| 2021-03-31 | $10M | 46k | 224.14 |
| 2020-12-31 | $9.7M | 45k | 214.58 |
| 2020-09-30 | $10M | 46k | 219.49 |
| 2020-06-30 | $8.7M | 47k | 184.47 |
| 2020-03-31 | $8.0M | 48k | 165.35 |
| 2019-12-31 | $9.6M | 49k | 197.61 |