McDonald's Corporation shares owned by Summit Financial Strategies
Quarter-by-quarter ownership of McDonald's Corporation (MCD) shares owned by Summit Financial Strategies
from 13F filings
Historical chart of Summit Financial Strategies investment in McDonald's Corporation
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Quarterly reported holdings in McDonald's Corporation by Summit Financial Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $516k | 1.7k | 304.42 |
| 2024-06-30 | $494k | 1.9k | 254.87 |
| 2024-03-31 | $538k | 1.9k | 281.88 |
| 2023-09-30 | $515k | 2.0k | 263.41 |
| 2023-06-30 | $448k | 1.5k | 298.44 |
| 2023-03-31 | $420k | 1.5k | 279.64 |
| 2022-12-31 | $548k | 2.1k | 263.55 |
| 2022-09-30 | $483k | 2.1k | 230.66 |
| 2022-06-30 | $557k | 2.3k | 247.01 |
| 2022-03-31 | $408k | 1.7k | 247.27 |
| 2021-12-31 | $449k | 1.7k | 268.38 |
| 2021-09-30 | $524k | 2.2k | 241.14 |
| 2021-06-30 | $508k | 2.2k | 231.01 |
| 2021-03-31 | $358k | 1.6k | 223.89 |
| 2020-12-31 | $355k | 1.7k | 214.76 |
| 2020-09-30 | $328k | 1.5k | 219.69 |
| 2020-06-30 | $289k | 1.6k | 184.78 |
| 2020-03-31 | $259k | 1.6k | 165.60 |
| 2019-12-31 | $329k | 1.7k | 197.84 |
| 2019-09-30 | $357k | 1.7k | 214.67 |
| 2019-06-30 | $345k | 1.7k | 207.46 |
| 2019-03-31 | $322k | 1.7k | 190.19 |
| 2018-12-31 | $277k | 1.6k | 177.79 |
| 2018-09-30 | $261k | 1.6k | 167.52 |
| 2018-06-30 | $244k | 1.6k | 156.61 |
| 2018-03-31 | $244k | 1.6k | 156.61 |
| 2017-12-31 | $268k | 1.6k | 172.02 |
| 2017-09-30 | $244k | 1.6k | 156.61 |
| 2017-06-30 | $239k | 1.6k | 153.40 |
| 2017-03-31 | $202k | 1.6k | 129.65 |
More positions owned by Summit Financial Strategies
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