McDonald's Corporation shares owned by Phoenix Wealth Advisors
Quarter-by-quarter ownership of McDonald's Corporation (MCD) shares owned by Phoenix Wealth Advisors
from 13F filings
Historical chart of Phoenix Wealth Advisors investment in McDonald's Corporation
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Quarterly reported holdings in McDonald's Corporation by Phoenix Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $352k | 1.2k | 303.89 |
| 2025-06-30 | $339k | 1.2k | 292.17 |
| 2025-03-31 | $351k | 1.1k | 312.37 |
| 2024-12-31 | $331k | 1.1k | 289.89 |
| 2024-09-30 | $348k | 1.1k | 304.51 |
| 2024-06-30 | $291k | 1.1k | 254.84 |
| 2024-03-31 | $317k | 1.1k | 281.95 |
| 2023-12-31 | $334k | 1.1k | 297.04 |
| 2023-09-30 | $302k | 1.1k | 263.44 |
| 2023-06-30 | $339k | 1.1k | 298.41 |
| 2023-03-31 | $317k | 1.1k | 279.61 |
| 2022-12-31 | $299k | 1.1k | 263.53 |
| 2022-09-30 | $269k | 1.2k | 231.10 |
| 2022-06-30 | $304k | 1.2k | 247.15 |
| 2022-03-31 | $300k | 1.2k | 251.05 |
| 2021-12-31 | $320k | 1.2k | 267.78 |
| 2021-09-30 | $288k | 1.2k | 241.00 |
| 2021-06-30 | $284k | 1.2k | 232.79 |
| 2021-03-31 | $272k | 1.2k | 225.17 |
| 2020-12-31 | $245k | 1.1k | 214.72 |