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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

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Quarterly reported holdings in McDonald's Corporation by Monument Group Wealth Advisors

Quarter filed Position value Share count Share price at filing
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

Dimensional U.s. Core Equity 2 Etf Etf (DFAC)
Dimensional International Core Equity Market Etf Etf (DFAI)
Vanguard Total Stk Mkt Etf (VTI)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Dimensional Emerging Core Equity Market Etf Etf (DFAE)
Vanguard Value Etf Etf (VTV)
Vanguard Small-cap Etf Etf (VB)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Ishares Msci Eafe Small Cap Etf Etf (SCZ)
Apple Stock (AAPL)
Vanguard Small Cap Value Etf Etf (VBR)
Dimensional Us Sustainability Core 1 Etf Etf (DFSU)
Vanguard Short-term Bond Etf Etf (BSV)
Coca Cola Stock (KO)
Microsoft Stock (MSFT)

View all positions for Monument Group Wealth Advisors

Top funds holding McDonald's Corporation

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
Morgan Stanley
Bank of America Corporation
Capital Research Global Investors
Wells Fargo & Company
T. Rowe Price Associates
Northern Trust
Royal Bank of Canada
Bank of New York Mellon
Charles Schwab Investment Management

View all funds holding McDonald's Corporation