McDonald's Corporation shares owned by Compass Wealth Management
Quarter-by-quarter ownership of McDonald's Corporation (MCD) shares owned by Compass Wealth Management
from 13F filings
Historical chart of Compass Wealth Management investment in McDonald's Corporation
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Quarterly reported holdings in McDonald's Corporation by Compass Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-09-30 | $118k | 509 | 230.94 |
| 2025-09-30 | $638k | 1.4k | 463.74 |
| 2025-03-31 | $1.3k | 4 | 312.50 |
| 2024-12-31 | $1.2k | 4 | 290.00 |
| 2024-09-30 | $1.2k | 4 | 304.75 |
| 2024-06-30 | $1.0k | 4 | 255.00 |
| 2024-03-31 | $1.1k | 4 | 282.00 |
| 2023-12-31 | $1.2k | 4 | 296.75 |
| 2023-09-30 | $1.1k | 4 | 263.50 |
| 2023-06-30 | $50k | 169 | 298.41 |
| 2023-03-31 | $47k | 169 | 279.62 |
| 2022-12-31 | $45k | 169 | 263.53 |