Lakeshore Financial Planning »

McDonald's Corporation shares owned by Lakeshore Financial Planning

Quarter-by-quarter ownership of McDonald's Corporation (MCD) shares owned by Lakeshore Financial Planning from 13F filings

Historical chart of Lakeshore Financial Planning investment in McDonald's Corporation

Tip: Access up to 7 years of quarterly data

All positions including McDonald's Corporation held by Lakeshore Financial Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in McDonald's Corporation by Lakeshore Financial Planning

Quarter filed Position value Share count Share price at filing
2023-09-30 $1.2M 4.6k 263.44

More positions owned by Lakeshore Financial Planning

Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Select Sector Spdr Tr Financial (XLF)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Microsoft Corporation (MSFT)
Apple (AAPL)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr Core S&p Mcp Etf (IJH)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Lakeshore Financial Planning

Top funds holding McDonald's Corporation

Vanguard Group
Jpmorgan Chase & Co
Bank of America Corporation
Wellington Management Company
Norges Bank Investment Management
Royal Bank of Canada
Wells Fargo & Company
T. Rowe Price Associates
Bank of New York Mellon
Legal & General Group
UBS Group
Gallagher Fiduciary Advisors
Charles Schwab Investment Management
Susquehanna International
Goldman Sachs Group

View all funds holding McDonald's Corporation