Safir Wealth Advisors »

McDonald's Corporation shares owned by Safir Wealth Advisors

Quarter-by-quarter ownership of McDonald's Corporation (MCD) shares owned by Safir Wealth Advisors from 13F filings

Historical chart of Safir Wealth Advisors investment in McDonald's Corporation

Tip: Access up to 7 years of quarterly data

All positions including McDonald's Corporation held by Safir Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in McDonald's Corporation by Safir Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $202k 715 281.95
2023-12-31 $212k 715 296.51
2023-06-30 $213k 715 298.41

More positions owned by Safir Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Bd Index Fds Long Term Bond (BLV)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Tr Shrt Nat Mun Etf (SUB)
Ishares Tr National Mun Etf (MUB)
Microsoft Corporation (MSFT)
Pepsi (PEP)
Johnson & Johnson (JNJ)
Exxon Mobil Corporation (XOM)

View all positions for Safir Wealth Advisors

Top funds holding McDonald's Corporation

Vanguard Group
Jpmorgan Chase & Co
Bank of America Corporation
Wellington Management Company
Norges Bank Investment Management
Royal Bank of Canada
Wells Fargo & Company
T. Rowe Price Associates
Bank of New York Mellon
Legal & General Group
UBS Group
Gallagher Fiduciary Advisors
Charles Schwab Investment Management
Goldman Sachs Group
Barclays

View all funds holding McDonald's Corporation