McDonald's Corporation shares owned by UMA Financial Services
Quarter-by-quarter ownership of McDonald's Corporation (MCD) shares owned by UMA Financial Services
from 13F filings
Historical chart of UMA Financial Services investment in McDonald's Corporation
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Quarterly reported holdings in McDonald's Corporation by UMA Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $629k | 2.1k | 303.90 |
| 2025-06-30 | $562k | 1.9k | 292.22 |
| 2025-03-31 | $593k | 1.9k | 312.30 |
| 2024-12-31 | $549k | 1.9k | 289.86 |
| 2024-09-30 | $584k | 1.9k | 313.36 |
| 2024-06-30 | $455k | 1.8k | 257.21 |
| 2024-03-31 | $465k | 1.8k | 265.47 |
| 2023-12-31 | $480k | 1.6k | 298.35 |
| 2023-09-30 | $405k | 1.6k | 249.99 |
| 2023-06-30 | $477k | 1.6k | 294.77 |
| 2023-03-31 | $470k | 1.6k | 291.25 |
| 2022-12-31 | $433k | 1.6k | 269.51 |
| 2022-09-30 | $383k | 1.6k | 239.08 |
| 2022-06-30 | $426k | 1.6k | 264.43 |
| 2022-03-31 | $403k | 1.6k | 254.26 |
| 2021-12-31 | $380k | 1.4k | 267.04 |
| 2021-09-30 | $369k | 1.5k | 241.97 |
| 2021-06-30 | $364k | 1.5k | 239.00 |
| 2021-03-31 | $351k | 1.5k | 228.96 |
| 2020-12-31 | $330k | 1.5k | 215.40 |
| 2020-09-30 | $341k | 1.6k | 212.33 |
| 2020-06-30 | $327k | 1.6k | 203.87 |
| 2020-03-31 | $297k | 1.6k | 186.56 |
| 2019-12-31 | $226k | 1.1k | 206.96 |