McDonald's Corporation shares owned by Sax Wealth Advisors
Quarter-by-quarter ownership of McDonald's Corporation (MCD) shares owned by Sax Wealth Advisors
from 13F filings
Historical chart of Sax Wealth Advisors investment in McDonald's Corporation
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Quarterly reported holdings in McDonald's Corporation by Sax Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.9M | 16k | 303.88 |
| 2025-06-30 | $5.0M | 17k | 292.17 |
| 2024-12-31 | $6.9M | 24k | 289.89 |
| 2024-09-30 | $6.8M | 22k | 304.51 |
| 2024-06-30 | $1.0M | 3.9k | 254.85 |
| 2024-03-31 | $1.1M | 3.9k | 281.96 |
| 2023-12-31 | $1.2M | 3.9k | 296.53 |
| 2023-09-30 | $843k | 3.2k | 263.48 |
| 2023-06-30 | $931k | 3.1k | 298.44 |
| 2023-03-31 | $872k | 3.1k | 279.60 |
| 2022-12-31 | $832k | 3.2k | 263.57 |
| 2022-09-30 | $758k | 3.3k | 230.82 |
| 2022-06-30 | $808k | 3.3k | 246.79 |
| 2022-03-31 | $860k | 3.5k | 247.13 |
| 2021-12-31 | $932k | 3.5k | 267.97 |
| 2021-09-30 | $886k | 3.7k | 241.02 |
| 2021-06-30 | $802k | 3.5k | 230.99 |
| 2021-03-31 | $778k | 3.5k | 224.14 |
| 2020-12-31 | $454k | 2.1k | 214.56 |