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McDonald's Corporation shares owned by Optivise Advisory Services

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

Historical chart of Optivise Advisory Services investment in McDonald's Corporation

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in McDonald's Corporation by Optivise Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $271k 892 303.90
2025-06-30 $227k 778 292.25
2025-03-31 $242k 775 312.49
2024-12-31 $224k 771 289.94

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Spdr Series Trust Bbg Conv Sec Etf (CWB)
Ishares U S Etf Tr Short Duration B (NEAR)
Microsoft Corporation (MSFT)
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Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Core S&p500 Etf (IVV)
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Simplify Exchange Traded Fun Managed Futures (CTA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p 100 Etf (OEF)

View all positions for Optivise Advisory Services

Top funds holding McDonald's Corporation

Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
Morgan Stanley
Northern Trust
Wells Fargo & Company
Wellington Management Company
Royal Bank of Canada
Capital Research Global Investors
UBS Group
Charles Schwab Investment Management
Bank of New York Mellon
Ubs Global Asset Management Americas

View all funds holding McDonald's Corporation