McDonald's Corporation shares owned by Phillips Wealth Planners
Quarter-by-quarter ownership of McDonald's Corporation (MCD) shares owned by Phillips Wealth Planners
from 13F filings
Historical chart of Phillips Wealth Planners investment in McDonald's Corporation
Tip: Access up to 7 years of quarterly data
All positions including McDonald's Corporation held by Phillips Wealth Planners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in McDonald's Corporation by Phillips Wealth Planners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 4.3k | 296.04 |
| 2025-06-30 | $1.2M | 4.0k | 291.67 |
| 2025-03-31 | $1.2M | 3.9k | 309.90 |
| 2024-12-31 | $995k | 3.5k | 282.31 |
| 2024-09-30 | $1.0M | 3.3k | 312.92 |
| 2024-06-30 | $879k | 3.5k | 250.49 |
| 2024-03-31 | $897k | 3.4k | 265.43 |
| 2023-12-31 | $1.2M | 3.9k | 294.36 |
| 2023-09-30 | $1.0M | 3.9k | 258.38 |
| 2023-06-30 | $1.2M | 3.9k | 298.41 |
| 2023-03-31 | $1.1M | 3.8k | 297.58 |
| 2022-12-31 | $1.0M | 3.9k | 266.20 |
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