Monograph Wealth Advisors »

McDonald's Corporation shares owned by Monograph Wealth Advisors

Quarter-by-quarter ownership of McDonald's Corporation (MCD) shares owned by Monograph Wealth Advisors from 13F filings

Historical chart of Monograph Wealth Advisors investment in McDonald's Corporation

Tip: Access up to 7 years of quarterly data

All positions including McDonald's Corporation held by Monograph Wealth Advisors 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 Monograph Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $581k 1.9k 310.79
2024-12-31 $217k 749 289.89
2022-12-31 $203k 769 263.98

More positions owned by Monograph Wealth Advisors

DFA US Core Equity 2 ETF Etf (DFAC)
DFA World ex US Core Equity 2 ETF Etf (DFAX)
DFA US Marketwide Value ETF Etf (DFUV)
DFA US Targeted Value ETF Etf (DFAT)
DFA US Core Equity 1 ETF Etf (DCOR)
DFA International Small Cap Value ETF Etf (DISV)
iShares Core S&P 500 Etf (IVV)
iShares 1-5 Year Investment Grade Corporate Bond ETF Etf (IGSB)
Apple (AAPL)
DFA Emerging Markets Core Equity 2 ETF Etf (DFEM)
NVIDIA Corporation (NVDA)
DFA US Small Cap ETF Etf (DFAS)
Dimensional International Core Equity Market ETF Etf (DFAI)
Alphabet Inc Class A cs (GOOGL)
Vanguard Total Market Index ETF Etf (VTI)

View all positions for Monograph Wealth Advisors

Top funds holding McDonald's Corporation

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
Vanguard Portfolio Management
Geode Capital Management
Morgan Stanley
Bank of America Corporation
Northern Trust
Wells Fargo & Company
Royal Bank of Canada
Capital Research Global Investors
Ubs Global Asset Management Americas
UBS Group
Charles Schwab Investment Management

View all funds holding McDonald's Corporation