McDonald's Corporation shares owned by IVC Wealth Advisors
Quarter-by-quarter ownership of McDonald's Corporation (MCD) shares owned by IVC Wealth Advisors
from 13F filings
Historical chart of IVC Wealth Advisors investment in McDonald's Corporation
Tip: Access up to 7 years of quarterly data
All positions including McDonald's Corporation held by IVC Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in McDonald's Corporation by IVC Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 4.4k | 303.88 |
| 2025-06-30 | $1.3M | 4.4k | 292.19 |
| 2025-03-31 | $1.4M | 4.4k | 312.34 |
| 2024-12-31 | $1.3M | 4.3k | 289.88 |
| 2024-09-30 | $1.5M | 4.8k | 304.53 |
| 2024-06-30 | $1.3M | 5.0k | 254.82 |
| 2024-03-31 | $1.4M | 5.1k | 281.94 |
| 2023-12-31 | $1.5M | 5.1k | 296.52 |
| 2023-09-30 | $1.3M | 5.1k | 263.42 |
| 2023-06-30 | $1.5M | 5.1k | 298.40 |
| 2023-03-31 | $1.4M | 5.1k | 279.63 |
| 2022-12-31 | $1.4M | 5.3k | 263.52 |
| 2022-09-30 | $1.2M | 5.3k | 230.81 |
| 2022-06-30 | $1.3M | 5.3k | 246.86 |
| 2022-03-31 | $1.3M | 5.3k | 247.34 |
| 2021-12-31 | $1.4M | 5.3k | 268.08 |
| 2021-09-30 | $1.3M | 5.4k | 241.19 |
| 2021-06-30 | $1.2M | 5.2k | 231.05 |
| 2021-03-31 | $1.2M | 5.3k | 224.04 |
| 2020-12-31 | $1.1M | 5.4k | 214.58 |