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McDonald's Corporation shares owned by Montgomery Financial Services

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

Historical chart of Montgomery Financial Services investment in McDonald's Corporation

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

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Quarterly reported holdings in McDonald's Corporation by Montgomery Financial Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $56k 208 270.31

More positions owned by Montgomery Financial Services

Capitol Ser Tr Sterl Cap Bd Etf (SCEC)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Rus Tp200 Vl Etf (IWX)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Core Msci Emkt (IEMG)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)
Sterling Cap Fds National Muni Bd (SCNM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Spdr Series Trust St Str P500etf (SPYM)
Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Montgomery Financial Services

Top funds holding McDonald's Corporation

BlackRock
Vanguard Capital Management
State Street Corporation
Vanguard Portfolio Management
Geode Capital Management
Morgan Stanley
Bank of America Corporation
T. Rowe Price Associates
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