McDonald's Corporation shares owned by Kingswood Wealth Advisors
Quarter-by-quarter ownership of McDonald's Corporation (MCD) shares owned by Kingswood Wealth Advisors
from 13F filings
Historical chart of Kingswood Wealth Advisors investment in McDonald's Corporation
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Quarterly reported holdings in McDonald's Corporation by Kingswood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.3M | 11k | 304.36 |
| 2024-06-30 | $1.3M | 5.3k | 254.87 |
| 2024-03-31 | $1.8M | 6.3k | 281.97 |
| 2023-12-31 | $1.9M | 6.5k | 296.52 |
| 2023-09-30 | $2.0M | 3.3k | 608.62 |
| 2023-06-30 | $569k | 1.9k | 298.41 |