McDonald's Corporation shares owned by Summit Wealth & Retirement Planning
Quarter-by-quarter ownership of McDonald's Corporation (MCD) shares owned by Summit Wealth & Retirement Planning
from 13F filings
Historical chart of Summit Wealth & Retirement Planning investment in McDonald's Corporation
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Quarterly reported holdings in McDonald's Corporation by Summit Wealth & Retirement Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $250k | 824 | 303.90 |
| 2025-06-30 | $240k | 821 | 292.18 |
| 2020-12-31 | $2.7M | 12k | 214.57 |
| 2020-09-30 | $2.7M | 12k | 219.49 |
| 2020-06-30 | $2.3M | 13k | 184.49 |
| 2020-03-31 | $2.1M | 13k | 165.36 |
| 2019-12-31 | $2.5M | 13k | 197.64 |
| 2019-09-30 | $2.7M | 13k | 214.71 |
| 2019-06-30 | $2.6M | 13k | 207.64 |
| 2019-03-31 | $2.4M | 13k | 189.93 |
| 2018-12-31 | $2.3M | 13k | 177.56 |
More positions owned by Summit Wealth & Retirement Planning
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