McDonald's Corporation shares owned by SFMG Wealth Advisors
Quarter-by-quarter ownership of McDonald's Corporation (MCD) shares owned by SFMG Wealth Advisors
from 13F filings
Historical chart of SFMG Wealth Advisors investment in McDonald's Corporation
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Quarterly reported holdings in McDonald's Corporation by SFMG Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $1.3M | 5.1k | 254.85 |
| 2024-03-31 | $1.5M | 5.2k | 281.95 |
| 2023-12-31 | $1.5M | 5.2k | 296.52 |
| 2023-09-30 | $1.2M | 4.5k | 263.41 |
| 2023-06-30 | $1.4M | 4.7k | 298.43 |
| 2023-03-31 | $1.3M | 4.6k | 279.58 |
| 2022-12-31 | $1.1M | 4.1k | 263.53 |
| 2022-09-30 | $974k | 4.1k | 237.10 |
| 2022-06-30 | $1.2M | 4.8k | 246.82 |
| 2022-03-31 | $1.2M | 4.7k | 247.26 |
| 2021-12-31 | $1.2M | 4.6k | 268.16 |
| 2021-09-30 | $833k | 3.5k | 241.17 |
| 2021-06-30 | $788k | 3.4k | 230.88 |
| 2021-03-31 | $763k | 3.4k | 224.28 |
| 2020-12-31 | $732k | 3.4k | 214.54 |
| 2020-09-30 | $740k | 3.4k | 219.58 |
| 2020-06-30 | $541k | 2.9k | 184.52 |
| 2020-03-31 | $316k | 1.9k | 165.10 |
| 2019-12-31 | $287k | 1.5k | 197.66 |
| 2019-09-30 | $231k | 1.1k | 214.88 |
| 2019-06-30 | $231k | 1.1k | 215.69 |
| 2019-03-31 | $203k | 1.1k | 190.25 |
| 2015-03-31 | $234k | 2.4k | 97.42 |
| 2013-03-31 | $106k | 1.1k | 100.00 |
| 2012-12-31 | $89k | 1.0k | 87.94 |
| 2012-09-30 | $91k | 994 | 91.55 |
| 2012-06-30 | $88k | 1.0k | 84.94 |
| 2011-12-31 | $34k | 341 | 99.71 |
| 2011-03-31 | $8.0k | 100 | 80.00 |