McDonald's Corporation shares owned by Castle Rock Wealth Management
Quarter-by-quarter ownership of McDonald's Corporation (MCD) shares owned by Castle Rock Wealth Management
from 13F filings
Historical chart of Castle Rock Wealth Management investment in McDonald's Corporation
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Quarterly reported holdings in McDonald's Corporation by Castle Rock Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $720k | 2.4k | 301.16 |
| 2025-06-30 | $666k | 2.2k | 298.14 |
| 2025-03-31 | $815k | 2.6k | 313.60 |
| 2024-12-31 | $922k | 3.0k | 308.60 |
| 2024-09-30 | $916k | 3.0k | 303.72 |
| 2024-06-30 | $807k | 3.2k | 250.02 |
| 2024-03-31 | $881k | 3.2k | 274.31 |
| 2023-12-31 | $918k | 3.2k | 288.68 |
| 2023-09-30 | $716k | 2.9k | 248.80 |
| 2023-06-30 | $848k | 2.9k | 296.85 |
| 2023-03-31 | $857k | 2.9k | 296.65 |
| 2022-12-31 | $841k | 3.1k | 274.72 |
| 2022-09-30 | $694k | 2.9k | 237.18 |
| 2022-06-30 | $745k | 2.9k | 252.89 |
| 2022-03-31 | $677k | 2.7k | 255.38 |
| 2021-12-31 | $646k | 2.5k | 254.53 |
| 2021-09-30 | $791k | 3.1k | 253.20 |
| 2021-06-30 | $705k | 3.0k | 233.44 |
| 2021-03-31 | $1.2M | 5.0k | 232.99 |
| 2020-12-31 | $964k | 4.5k | 213.37 |
| 2020-09-30 | $776k | 3.4k | 228.30 |
| 2020-06-30 | $334k | 1.7k | 199.52 |
| 2019-12-31 | $690k | 3.2k | 215.69 |
| 2019-09-30 | $647k | 3.4k | 192.56 |
| 2019-06-30 | $534k | 2.6k | 208.11 |
| 2019-03-31 | $417 | 2.2k | 0.19 |
| 2018-12-31 | $376k | 2.1k | 177.61 |
| 2018-09-30 | $356k | 1.9k | 182.66 |
| 2018-06-30 | $503k | 3.2k | 156.84 |
| 2018-03-31 | $416k | 2.7k | 156.51 |
| 2017-12-31 | $372k | 2.2k | 172.06 |
More positions owned by Castle Rock Wealth Management
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