McDonald's Corporation shares owned by Octavia Wealth Advisors
Quarter-by-quarter ownership of McDonald's Corporation (MCD) shares owned by Octavia Wealth Advisors
from 13F filings
Historical chart of Octavia Wealth Advisors investment in McDonald's Corporation
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Quarterly reported holdings in McDonald's Corporation by Octavia Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $321k | 1.1k | 303.97 |
| 2025-06-30 | $252k | 861 | 292.28 |
| 2025-03-31 | $299k | 956 | 312.32 |
| 2024-12-31 | $287k | 988 | 290.00 |
| 2024-09-30 | $305k | 1.0k | 304.48 |
| 2024-06-30 | $261k | 1.0k | 254.95 |
| 2024-03-31 | $606k | 2.2k | 281.94 |
| 2023-12-31 | $735k | 2.5k | 296.55 |
| 2023-09-30 | $617k | 2.3k | 263.44 |
| 2023-06-30 | $646k | 2.2k | 298.41 |
| 2023-03-31 | $428k | 1.5k | 279.61 |
| 2022-12-31 | $390k | 1.5k | 263.53 |
| 2022-09-30 | $297k | 1.3k | 230.77 |
| 2022-06-30 | $345k | 1.4k | 245.55 |
| 2022-03-31 | $318k | 1.3k | 247.47 |
| 2021-12-31 | $344k | 1.3k | 267.70 |