McDonald's Corporation shares owned by Concentric Wealth Management
Quarter-by-quarter ownership of McDonald's Corporation (MCD) shares owned by Concentric Wealth Management
from 13F filings
Historical chart of Concentric Wealth Management investment in McDonald's Corporation
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Quarterly reported holdings in McDonald's Corporation by Concentric Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $777k | 2.6k | 304.51 |
| 2024-06-30 | $650k | 2.6k | 254.84 |
| 2024-03-31 | $719k | 2.6k | 281.95 |
| 2023-12-31 | $756k | 2.6k | 296.51 |
| 2023-09-30 | $663k | 2.5k | 263.44 |
| 2023-06-30 | $751k | 2.5k | 298.41 |
| 2023-03-31 | $732k | 2.6k | 279.61 |
| 2022-12-31 | $689k | 2.6k | 263.53 |
| 2022-09-30 | $612k | 2.7k | 230.86 |
| 2022-06-30 | $654k | 2.7k | 246.70 |
| 2022-03-31 | $680k | 2.8k | 247.18 |
| 2021-12-31 | $737k | 2.8k | 268.00 |
| 2021-09-30 | $663k | 2.8k | 241.09 |
| 2021-06-30 | $667k | 2.9k | 231.12 |
| 2021-03-31 | $647k | 2.9k | 224.19 |
| 2020-12-31 | $635k | 3.0k | 214.45 |
| 2020-09-30 | $656k | 3.0k | 219.54 |
| 2020-06-30 | $545k | 3.0k | 184.62 |
| 2020-03-31 | $496k | 3.0k | 165.22 |
| 2019-12-31 | $593k | 3.0k | 197.53 |
| 2019-09-30 | $677k | 3.2k | 214.78 |
| 2019-06-30 | $655k | 3.2k | 207.80 |
| 2019-03-31 | $599k | 3.2k | 190.04 |
| 2018-12-31 | $560k | 3.2k | 177.66 |
| 2018-09-30 | $527k | 3.2k | 167.20 |
| 2018-06-30 | $494k | 3.2k | 156.73 |
| 2018-03-31 | $493k | 3.2k | 156.41 |
| 2017-12-31 | $564k | 3.3k | 172.11 |
| 2017-09-30 | $501k | 3.2k | 156.56 |
| 2017-06-30 | $490k | 3.2k | 153.12 |
| 2017-03-31 | $246k | 1.9k | 129.47 |
| 2016-12-31 | $231k | 1.9k | 121.58 |
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