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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

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Quarterly reported holdings in McDonald's Corporation by Up Strategic Wealth Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $354k 1.4k 254.84
2024-03-31 $360k 1.3k 281.95

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Ishares Tr Core S&p Ttl Stk (ITOT)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Apple (AAPL)
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Microsoft Corporation (MSFT)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
UnitedHealth (UNH)
Costco Wholesale Corporation (COST)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)

View all positions for Up Strategic Wealth Investment Advisors

Top funds holding McDonald's Corporation

Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
Bank of America Corporation
Morgan Stanley
Wells Fargo & Company
T. Rowe Price Associates
Royal Bank of Canada
Bank of New York Mellon
Charles Schwab Investment Management
Nuveen Asset Management
Susquehanna International
Goldman Sachs Group

View all funds holding McDonald's Corporation