McDonald's Corporation shares owned by Monument Group Wealth Advisors
Quarter-by-quarter ownership of McDonald's Corporation (MCD) shares owned by Monument Group Wealth Advisors
from 13F filings
Historical chart of Monument Group Wealth Advisors investment in McDonald's Corporation
Tip: Access up to 7 years of quarterly data
All positions including McDonald's Corporation held by Monument Group Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in McDonald's Corporation by Monument Group Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $234k | 770 | 303.89 |
| 2025-06-30 | $295k | 1.0k | 292.17 |
| 2025-03-31 | $293k | 939 | 312.37 |
| 2024-12-31 | $272k | 939 | 289.89 |
| 2024-09-30 | $301k | 989 | 304.51 |
| 2024-06-30 | $252k | 989 | 254.84 |
| 2024-03-31 | $279k | 989 | 281.95 |
More positions owned by Monument Group Wealth Advisors
View all positions for Monument Group Wealth Advisors