McDonald's Corporation shares owned by Holistic Financial Partners
Quarter-by-quarter ownership of McDonald's Corporation (MCD) shares owned by Holistic Financial Partners
from 13F filings
Historical chart of Holistic Financial Partners investment in McDonald's Corporation
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Quarterly reported holdings in McDonald's Corporation by Holistic Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $376k | 1.2k | 304.51 |
| 2024-06-30 | $300k | 1.2k | 254.84 |
| 2024-03-31 | $320k | 1.1k | 281.95 |
| 2023-12-31 | $406k | 1.4k | 296.51 |
| 2023-09-30 | $372k | 1.4k | 263.44 |
| 2023-06-30 | $411k | 1.4k | 298.41 |
| 2023-03-31 | $393k | 1.4k | 279.61 |
| 2022-12-31 | $353k | 1.3k | 263.53 |
| 2022-09-30 | $305k | 1.3k | 231.06 |
| 2022-06-30 | $272k | 1.1k | 246.82 |
| 2022-03-31 | $272k | 1.1k | 247.50 |
| 2021-12-31 | $384k | 1.4k | 268.16 |
| 2021-09-30 | $345k | 1.4k | 240.92 |
| 2021-06-30 | $331k | 1.4k | 231.15 |
| 2021-03-31 | $321k | 1.4k | 224.01 |
| 2020-12-31 | $348k | 1.6k | 214.81 |
| 2020-09-30 | $355k | 1.6k | 219.00 |
| 2020-06-30 | $252k | 1.4k | 184.35 |
| 2020-03-31 | $218k | 1.3k | 165.28 |
| 2019-12-31 | $332k | 1.7k | 197.38 |
| 2019-09-30 | $348k | 1.6k | 214.15 |
| 2019-06-30 | $334k | 1.6k | 207.71 |
| 2019-03-31 | $338k | 1.8k | 189.99 |
| 2018-12-31 | $300k | 1.7k | 177.30 |
| 2018-09-30 | $250k | 1.5k | 167.22 |
| 2018-03-31 | $223k | 1.4k | 156.27 |
| 2017-12-31 | $254k | 1.5k | 172.20 |
More positions owned by Holistic Financial Partners
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