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McDonald's Corporation shares owned by Triad Wealth Partners

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

Historical chart of Triad Wealth Partners investment in McDonald's Corporation

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in McDonald's Corporation by Triad Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.1M 3.5k 305.66
2025-09-30 $896k 2.9k 303.91
2025-06-30 $598k 2.0k 292.13
2025-03-31 $504k 1.6k 312.44
2024-12-31 $281k 969 289.89
2024-06-30 $153k 600 254.84

More positions owned by Triad Wealth Partners

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr S&p 500 Val Etf (IVE)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard World Mega Cap Index (MGC)
Apple (AAPL)
First Tr Exchng Traded Fd Vi Ft Vest U.s. Equ (XISE)
First Tr Exchange-traded First Tr Enh New (FTSM)
NVIDIA Corporation (NVDA)
Ishares Tr Eafe Value Etf (EFV)
Microsoft Corporation (MSFT)
Ishares Tr Mbs Etf (MBB)

View all positions for Triad Wealth Partners

Top funds holding McDonald's Corporation

Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
Norges Bank Investment Management
Northern Trust
Wells Fargo & Company
Wellington Management Company
Royal Bank of Canada
Capital Research Global Investors
Ubs Global Asset Management Americas
UBS Group
Charles Schwab Investment Management
Bank of New York Mellon

View all funds holding McDonald's Corporation