McDonald's Corporation shares owned by Pension & Wealth Management Advisors
Quarter-by-quarter ownership of McDonald's Corporation (MCD) shares owned by Pension & Wealth Management Advisors
from 13F filings
Historical chart of Pension & Wealth Management Advisors investment in McDonald's Corporation
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All positions including McDonald's Corporation held by Pension & Wealth Management Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in McDonald's Corporation by Pension & Wealth Management Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $159k | 588 | 270.57 |
| 2026-03-31 | $174k | 560 | 311.27 |
| 2025-12-31 | $171k | 560 | 305.76 |
| 2025-09-30 | $178k | 584 | 304.28 |
| 2025-06-30 | $171k | 583 | 292.66 |
| 2025-03-31 | $149k | 476 | 313.02 |
| 2024-12-31 | $121k | 415 | 290.31 |
| 2024-09-30 | $125k | 410 | 304.95 |
| 2024-06-30 | $105k | 410 | 255.21 |
| 2024-03-31 | $116k | 410 | 282.36 |
| 2023-12-31 | $364k | 1.2k | 296.59 |
| 2023-09-30 | $322k | 1.2k | 263.59 |
| 2023-06-30 | $364k | 1.2k | 298.50 |
| 2023-03-31 | $340k | 1.2k | 279.65 |
| 2022-12-31 | $319k | 1.2k | 263.66 |
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