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McDonald's Corporation shares owned by FORM Wealth Advisors

Quarter-by-quarter ownership of McDonald's Corporation (MCD) shares owned by FORM Wealth Advisors from 13F filings

Historical chart of FORM Wealth Advisors investment in McDonald's Corporation

Tip: Access up to 7 years of quarterly data

All positions including McDonald's Corporation held by FORM Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in McDonald's Corporation by FORM Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $1.2M 4.0k 292.20
2025-03-31 $1.3M 4.2k 312.40

More positions owned by FORM Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Us Aggbd Et (AGG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Div Grwth (DGRO)
Ishares Core Msci Emkt (IEMG)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Broad Usd High (USHY)
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)

View all positions for FORM Wealth Advisors

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