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McDonald's Corporation shares owned by TruWealth Advisors

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

Historical chart of TruWealth Advisors investment in McDonald's Corporation

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in McDonald's Corporation by TruWealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.2M 7.2k 304.52
2024-06-30 $1.7M 6.6k 254.85
2024-03-31 $1.8M 6.3k 281.94
2023-12-31 $1.8M 6.1k 296.51
2023-09-30 $1.5M 5.8k 263.44
2023-06-30 $1.7M 5.8k 298.42
2023-03-31 $1.5M 5.5k 279.62
2022-12-31 $1.4M 5.3k 263.52
2022-09-30 $1.2M 5.0k 230.80
2022-06-30 $1.1M 4.3k 246.81
2022-03-31 $789k 3.2k 247.41
2021-12-31 $792k 3.0k 267.93
2021-09-30 $710k 2.9k 241.09
2021-06-30 $792k 3.4k 230.90
2021-03-31 $776k 3.5k 224.08
2020-12-31 $604k 2.8k 214.49