McDonald's Corporation shares owned by Summit Wealth Partners
Quarter-by-quarter ownership of McDonald's Corporation (MCD) shares owned by Summit Wealth Partners
from 13F filings
Historical chart of Summit Wealth Partners investment in McDonald's Corporation
Tip: Access up to 7 years of quarterly data
All positions including McDonald's Corporation held by Summit Wealth Partners 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 Summit Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $212k | 697 | 303.88 |
| 2025-06-30 | $217k | 741 | 292.32 |
| 2025-03-31 | $231k | 741 | 312.26 |
| 2024-12-31 | $253k | 871 | 289.93 |
| 2024-09-30 | $213k | 700 | 304.30 |
| 2023-12-31 | $203k | 686 | 296.30 |
| 2023-06-30 | $219k | 735 | 298.41 |
| 2023-03-31 | $248k | 886 | 279.61 |
| 2022-12-31 | $234k | 886 | 263.53 |
| 2022-09-30 | $204k | 886 | 230.74 |
| 2019-12-31 | $224k | 1.1k | 197.57 |