McDonald's Corporation shares owned by Heartwood Wealth Advisors
Quarter-by-quarter ownership of McDonald's Corporation (MCD) shares owned by Heartwood Wealth Advisors
from 13F filings
Historical chart of Heartwood Wealth Advisors investment in McDonald's Corporation
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Quarterly reported holdings in McDonald's Corporation by Heartwood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.1M | 3.7k | 304.51 |
| 2024-06-30 | $953k | 3.7k | 254.84 |
| 2024-03-31 | $1.0M | 3.6k | 281.95 |
| 2023-12-31 | $1.1M | 3.6k | 296.51 |
| 2023-09-30 | $944k | 3.6k | 263.44 |
| 2023-06-30 | $1.1M | 3.6k | 298.41 |
| 2023-03-31 | $1.0M | 3.6k | 279.61 |
| 2022-12-31 | $866k | 3.3k | 263.53 |
| 2022-09-30 | $591k | 2.6k | 230.86 |
| 2022-06-30 | $636k | 2.6k | 246.99 |
| 2022-03-31 | $674k | 2.7k | 247.16 |
| 2021-12-31 | $406k | 1.5k | 267.99 |
| 2021-09-30 | $244k | 1.0k | 240.87 |
| 2021-06-30 | $234k | 1.0k | 231.00 |
| 2021-03-31 | $227k | 1.0k | 224.09 |