Vista Cima Wealth Management »

McDonald's Corporation shares owned by Vista Cima Wealth Management

Quarter-by-quarter ownership of McDonald's Corporation (MCD) shares owned by Vista Cima Wealth Management from 13F filings

Historical chart of Vista Cima Wealth Management investment in McDonald's Corporation

Tip: Access up to 7 years of quarterly data

All positions including McDonald's Corporation held by Vista Cima Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in McDonald's Corporation by Vista Cima Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $642k 2.1k 303.89
2025-03-31 $189k 33k 5.71
2024-12-31 $211k 728 289.89

More positions owned by Vista Cima Wealth Management

Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core Div Grwth (DGRO)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Ishares Tr Us Sml Cap Eqt (SMLF)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Lattice Strategies Tr Hartford Us Eqty (ROUS)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Ishares Tr Core Msci Eafe (IEFA)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Ishares Tr Agency Bond Etf (AGZ)

View all positions for Vista Cima Wealth Management

Top funds holding McDonald's Corporation

Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
Morgan Stanley
Northern Trust
Wells Fargo & Company
Wellington Management Company
Royal Bank of Canada
Capital Research Global Investors
UBS Group
Charles Schwab Investment Management
Bank of New York Mellon
Ubs Global Asset Management Americas

View all funds holding McDonald's Corporation