McDonald's Corporation shares owned by Rooted Wealth Advisors
Quarter-by-quarter ownership of McDonald's Corporation (MCD) shares owned by Rooted Wealth Advisors
from 13F filings
Historical chart of Rooted Wealth Advisors investment in McDonald's Corporation
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Quarterly reported holdings in McDonald's Corporation by Rooted Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $573k | 1.9k | 301.10 |
| 2024-06-30 | $433k | 1.7k | 259.28 |
| 2024-03-31 | $413k | 1.5k | 277.74 |
| 2023-12-31 | $401k | 1.4k | 284.40 |
| 2023-09-30 | $355k | 1.3k | 276.05 |
| 2023-06-30 | $340k | 1.1k | 296.43 |
| 2023-03-31 | $353k | 1.2k | 289.11 |
| 2022-12-31 | $281k | 1.1k | 263.85 |