McDonald's Corporation shares owned by Institute For Wealth Management
Quarter-by-quarter ownership of McDonald's Corporation (MCD) shares owned by Institute For Wealth Management
from 13F filings
Historical chart of Institute For Wealth Management investment in McDonald's Corporation
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Quarterly reported holdings in McDonald's Corporation by Institute For Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $957k | 3.1k | 303.88 |
| 2025-06-30 | $941k | 3.2k | 292.18 |
| 2025-03-31 | $1.0M | 3.3k | 312.39 |
| 2024-12-31 | $953k | 3.3k | 289.92 |
| 2024-09-30 | $995k | 3.3k | 304.55 |
| 2024-06-30 | $880k | 3.5k | 254.84 |
| 2024-03-31 | $1.0M | 3.6k | 281.98 |
| 2023-12-31 | $1.1M | 3.7k | 296.55 |
| 2023-09-30 | $994k | 3.8k | 263.47 |
| 2023-06-30 | $1.1M | 3.8k | 298.45 |
| 2023-03-31 | $1.1M | 3.8k | 279.60 |
| 2022-12-31 | $1.0M | 3.9k | 263.55 |
| 2022-09-30 | $908k | 3.9k | 230.87 |
| 2022-06-30 | $974k | 3.9k | 246.89 |
| 2022-03-31 | $928k | 3.8k | 247.27 |
| 2021-12-31 | $1.0M | 3.9k | 268.17 |
| 2021-09-30 | $971k | 4.0k | 241.18 |
| 2021-06-30 | $1.0M | 4.3k | 231.04 |
| 2021-03-31 | $966k | 4.3k | 224.13 |
| 2020-12-31 | $931k | 4.3k | 214.57 |
| 2020-09-30 | $878k | 4.0k | 219.39 |
| 2020-06-30 | $717k | 3.9k | 184.37 |
| 2020-03-31 | $427k | 2.6k | 165.50 |
| 2019-12-31 | $504k | 504 | 1000.00 |
| 2019-09-30 | $547k | 2.5k | 214.76 |
| 2019-06-30 | $1.6M | 7.5k | 207.61 |
| 2019-03-31 | $1.4M | 7.5k | 189.91 |
| 2017-06-30 | $1.2M | 7.8k | 153.13 |
| 2012-03-31 | $20k | 201 | 99.50 |
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