McDonald's Corporation shares owned by Root Financial Partners
Quarter-by-quarter ownership of McDonald's Corporation (MCD) shares owned by Root Financial Partners
from 13F filings
Historical chart of Root Financial Partners investment in McDonald's Corporation
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All positions including McDonald's Corporation held by Root Financial Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in McDonald's Corporation by Root Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $443k | 1.5k | 303.97 |
| 2025-06-30 | $441k | 1.5k | 292.20 |
| 2025-03-31 | $249k | 801 | 310.58 |
| 2024-12-31 | $229k | 790 | 290.01 |