McDonald's Corporation shares owned by Up Strategic Wealth Investment Advisors
Quarter-by-quarter ownership of McDonald's Corporation (MCD) shares owned by Up Strategic Wealth Investment Advisors
from 13F filings
Historical chart of Up Strategic Wealth Investment Advisors investment in McDonald's Corporation
Tip: Access up to 7 years of quarterly data
All positions including McDonald's Corporation held by Up Strategic Wealth Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in McDonald's Corporation by Up Strategic Wealth Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $542k | 1.8k | 305.25 |
| 2025-06-30 | $497k | 1.7k | 292.17 |
| 2025-03-31 | $582k | 1.9k | 312.37 |
| 2024-12-31 | $532k | 1.8k | 289.89 |
| 2024-09-30 | $474k | 1.6k | 304.51 |
| 2024-06-30 | $354k | 1.4k | 254.84 |
| 2024-03-31 | $360k | 1.3k | 281.95 |
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