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
Download as csv
Download as Excel
Quarterly reported holdings in McDonald's Corporation by TruWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $2.7M | 8.5k | 310.77 |
| 2025-12-31 | $2.5M | 8.1k | 305.63 |
| 2025-09-30 | $2.3M | 7.6k | 303.89 |
| 2025-06-30 | $2.1M | 7.3k | 292.16 |
| 2025-03-31 | $2.1M | 6.8k | 312.38 |
| 2024-12-31 | $1.9M | 6.5k | 289.90 |
| 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 |