McDonald's Corporation shares owned by Smallwood Wealth Investment Management
Quarter-by-quarter ownership of McDonald's Corporation (MCD) shares owned by Smallwood Wealth Investment Management
from 13F filings
Historical chart of Smallwood Wealth Investment Management investment in McDonald's Corporation
Tip: Access up to 7 years of quarterly data
All positions including McDonald's Corporation held by Smallwood Wealth Investment Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in McDonald's Corporation by Smallwood Wealth Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $220k | 722 | 304.18 |
| 2025-06-30 | $212k | 725 | 292.44 |
| 2025-03-31 | $226k | 722 | 312.66 |
| 2024-12-31 | $209k | 722 | 289.89 |
| 2024-09-30 | $205k | 672 | 304.51 |
More positions owned by Smallwood Wealth Investment Management
View all positions for Smallwood Wealth Investment Management