McDonald's Corporation shares owned by Summit Trail Advisors
Quarter-by-quarter ownership of McDonald's Corporation (MCD) shares owned by Summit Trail Advisors
from 13F filings
Historical chart of Summit Trail Advisors investment in McDonald's Corporation
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Quarterly reported holdings in McDonald's Corporation by Summit Trail Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.5M | 18k | 303.90 |
| 2025-06-30 | $4.3M | 15k | 292.18 |
| 2024-09-30 | $1.9M | 6.3k | 304.52 |
| 2024-06-30 | $965k | 3.8k | 254.87 |
| 2024-03-31 | $1.5M | 5.4k | 281.95 |
| 2023-12-31 | $1.5M | 5.0k | 296.49 |
| 2023-09-30 | $1.4M | 5.2k | 263.46 |
| 2023-06-30 | $1.7M | 5.5k | 298.40 |
| 2023-03-31 | $574k | 2.1k | 279.65 |
| 2022-12-31 | $355k | 1.3k | 263.44 |
| 2022-09-30 | $386k | 1.7k | 230.45 |
| 2022-06-30 | $371k | 1.5k | 246.68 |
| 2022-03-31 | $308k | 1.2k | 247.19 |
| 2021-12-31 | $276k | 1.0k | 267.96 |
| 2021-09-30 | $275k | 1.1k | 241.44 |
| 2020-09-30 | $307k | 1.4k | 213.19 |
| 2018-03-31 | $532k | 532k | 1.00 |
| 2017-12-31 | $582k | 3.3k | 175.51 |