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McDonald's Corporation shares owned by Carlton, Hoffferkamp & Jenks Wealth Management

Quarter-by-quarter ownership of McDonald's Corporation (MCD) shares owned by Carlton, Hoffferkamp & Jenks Wealth Management from 13F filings

Historical chart of Carlton, Hoffferkamp & Jenks Wealth Management investment in McDonald's Corporation

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All positions including McDonald's Corporation held by Carlton, Hoffferkamp & Jenks Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in McDonald's Corporation by Carlton, Hoffferkamp & Jenks Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $698k 2.3k 310.00
2025-06-30 $679k 2.2k 303.61
2025-03-31 $712k 2.3k 309.10
2024-12-31 $666k 2.3k 288.83
2024-09-30 $675k 2.3k 292.85
2024-06-30 $628k 2.4k 266.44
2024-03-31 $649k 2.4k 275.60
2023-12-31 $694k 2.3k 300.44
2023-09-30 $589k 2.3k 258.03
2023-06-30 $648k 2.3k 287.02
2023-03-31 $749k 2.5k 296.57
2022-12-31 $702k 2.6k 272.46
2022-09-30 $656k 2.6k 254.66
2022-06-30 $652k 2.6k 253.11
2022-03-31 $670k 2.7k 251.31
2021-12-31 $668k 2.7k 250.56
2021-09-30 $700k 2.8k 253.07
2021-06-30 $629k 2.7k 234.61
2021-03-31 $636k 2.7k 235.03
2020-12-31 $574k 2.7k 209.26
2020-09-30 $404k 1.9k 217.79
2020-06-30 $369k 1.9k 196.28
2020-03-31 $214k 1.1k 188.21
2013-03-31 $986k 9.9k 99.60
2012-12-31 $1.1M 13k 88.19
2012-09-30 $1.1M 12k 91.68
2012-06-30 $657k 7.4k 88.48
2011-09-30 $436k 5.0k 87.64
2011-06-30 $255k 3.0k 84.30
2011-03-31 $475k 6.3k 76.00

More positions owned by Carlton, Hoffferkamp & Jenks Wealth Management

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Exxon Mobil Corporation (XOM)
Apple (AAPL)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Costco Wholesale Corporation (COST)
Alphabet Cap Stk Cl A (GOOGL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
TJX Companies (TJX)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)

View all positions for Carlton, Hoffferkamp & Jenks Wealth Management

Top funds holding McDonald's Corporation

Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
Morgan Stanley
Northern Trust
Wells Fargo & Company
Wellington Management Company
Royal Bank of Canada
Capital Research Global Investors
UBS Group
Charles Schwab Investment Management
Bank of New York Mellon
Ubs Global Asset Management Americas

View all funds holding McDonald's Corporation