McDonald's Corporation shares owned by Cm Wealth Advisors
Quarter-by-quarter ownership of McDonald's Corporation (MCD) shares owned by Cm Wealth Advisors
from 13F filings
Historical chart of Cm Wealth Advisors investment in McDonald's Corporation
Tip: Access up to 7 years of quarterly data
All positions including McDonald's Corporation held by Cm Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in McDonald's Corporation by Cm Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $737k | 2.4k | 303.89 |
| 2025-06-30 | $709k | 2.4k | 292.17 |
| 2025-03-31 | $790k | 2.5k | 312.37 |
| 2024-12-31 | $733k | 2.5k | 289.89 |
| 2024-09-30 | $770k | 2.5k | 304.51 |
| 2024-06-30 | $645k | 2.5k | 254.84 |
| 2024-03-31 | $352k | 1.3k | 267.50 |
| 2023-12-31 | $642k | 2.2k | 296.51 |
| 2023-09-30 | $588k | 2.2k | 271.49 |
| 2023-06-30 | $696k | 2.4k | 294.03 |
| 2023-03-31 | $635k | 2.2k | 290.09 |
| 2022-12-31 | $571k | 2.2k | 263.53 |
| 2022-09-30 | $500k | 2.2k | 230.74 |
| 2022-06-30 | $538k | 2.2k | 246.88 |