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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

Tip: Access up to 7 years of quarterly data

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

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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
2024-03-31 $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