McDonald's Corporation shares owned by SIMA Wealth Partners
Quarter-by-quarter ownership of McDonald's Corporation (MCD) shares owned by SIMA Wealth Partners
from 13F filings
Historical chart of SIMA Wealth Partners investment in McDonald's Corporation
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Quarterly reported holdings in McDonald's Corporation by SIMA Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $334k | 1.1k | 310.79 |
| 2025-12-31 | $283k | 925 | 305.63 |
| 2025-09-30 | $281k | 925 | 303.89 |
| 2025-06-30 | $270k | 925 | 292.17 |
| 2025-03-31 | $289k | 925 | 312.37 |
| 2024-12-31 | $268k | 925 | 289.89 |
| 2024-09-30 | $282k | 925 | 304.51 |
| 2024-06-30 | $236k | 925 | 254.84 |