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McDonald's Corporation shares owned by Summit Financial Wealth Advisors

Quarter-by-quarter ownership of McDonald's Corporation (MCD) shares owned by Summit Financial Wealth Advisors from 13F filings

Historical chart of Summit Financial Wealth Advisors investment in McDonald's Corporation

Tip: Access up to 7 years of quarterly data

All positions including McDonald's Corporation held by Summit Financial Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in McDonald's Corporation by Summit Financial Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $335k 1.1k 296.46
2023-09-30 $303k 1.1k 268.76
2023-06-30 $337k 1.1k 298.41
2023-03-31 $327k 1.2k 279.61
2022-12-31 $309k 1.2k 263.53
2022-09-30 $310k 1.2k 264.73
2022-06-30 $351k 1.4k 250.71
2022-03-31 $279k 1.1k 247.12
2021-12-31 $303k 1.1k 268.38
2021-09-30 $283k 1.2k 241.47
2021-06-30 $271k 1.2k 231.23
2021-03-31 $251k 1.2k 214.16
2020-12-31 $281k 1.3k 219.53
2020-09-30 $283k 1.3k 212.78
2020-06-30 $252k 1.4k 185.98
2020-03-31 $426k 2.4k 177.06
2019-12-31 $562k 2.7k 209.16
2019-09-30 $629k 3.0k 209.18
2019-06-30 $614k 3.0k 207.64
2019-03-31 $557k 3.0k 188.37
2018-12-31 $576k 3.2k 177.72
2018-09-30 $525k 3.2k 163.60
2018-06-30 $733k 4.7k 156.32
2018-03-31 $733k 4.7k 156.32
2017-12-31 $883k 5.1k 172.09
2017-09-30 $853k 5.4k 156.66
2017-06-30 $1.1M 7.1k 153.12
2017-03-31 $1.0M 7.9k 129.65
2016-12-31 $1.0M 8.6k 121.68
2016-09-30 $1.1M 9.2k 115.33
2016-06-30 $1.0M 8.6k 120.31
2016-03-31 $1.3M 10k 125.65
2015-12-31 $1.2M 10k 118.09

More positions owned by Summit Financial Wealth Advisors

First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (GJUN)
Vanguard Index Fds Growth Etf (VUG)
First Tr Morningstar Divid L SHS (FDL)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr Pfd And Incm Sec (PFF)
Ishares Tr Core S&p Scp Etf (IJR)
Alps Etf Tr Alerian Mlp (AMLP)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Valero Energy Corporation (VLO)
Garmin SHS (GRMN)
Genuine Parts Company (GPC)
Hancock Holding Company (HWC)
Eaton Corp SHS (ETN)
Raytheon Technologies Corp (RTX)

View all positions for Summit Financial Wealth Advisors

Top funds holding McDonald's Corporation

Vanguard Group
Jpmorgan Chase & Co
Bank of America Corporation
Wellington Management Company
Norges Bank Investment Management
Royal Bank of Canada
Wells Fargo & Company
T. Rowe Price Associates
Bank of New York Mellon
Legal & General Group
UBS Group
Gallagher Fiduciary Advisors
Charles Schwab Investment Management
Goldman Sachs Group
Barclays

View all funds holding McDonald's Corporation