McDonald's Corporation shares owned by Heirloom Wealth Management
Quarter-by-quarter ownership of McDonald's Corporation (MCD) shares owned by Heirloom Wealth Management
from 13F filings
Historical chart of Heirloom Wealth Management investment in McDonald's Corporation
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Quarterly reported holdings in McDonald's Corporation by Heirloom Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $8.5M | 28k | 304.51 |
| 2024-06-30 | $6.9M | 27k | 254.84 |
| 2024-03-31 | $7.7M | 27k | 281.95 |
| 2023-12-31 | $8.3M | 28k | 296.51 |
| 2023-09-30 | $7.2M | 27k | 263.44 |
| 2023-06-30 | $8.3M | 28k | 298.41 |
| 2023-03-31 | $7.5M | 27k | 279.61 |
| 2022-12-31 | $4.0M | 15k | 263.53 |
More positions owned by Heirloom Wealth Management
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