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McDonald's Corporation shares owned by Warren Averett Asset Management

Quarter-by-quarter ownership of McDonald's Corporation (MCD) shares owned by Warren Averett Asset Management from 13F filings

Historical chart of Warren Averett Asset Management investment in McDonald's Corporation

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All positions including McDonald's Corporation held by Warren Averett Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in McDonald's Corporation by Warren Averett Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.1M 14k 281.95
2023-12-31 $1.6M 5.5k 296.51
2023-09-30 $1.3M 5.0k 263.44
2023-06-30 $1.4M 4.6k 298.41
2023-03-31 $1.1M 4.0k 279.60
2022-12-31 $1.0M 3.9k 263.53
2022-09-30 $804k 3.5k 230.84
2022-06-30 $691k 2.9k 240.96
2022-03-31 $712k 2.9k 247.06
2021-12-31 $745k 2.9k 258.82
2021-09-30 $922k 3.6k 253.33
2021-06-30 $834k 3.5k 240.00
2021-03-31 $675k 2.9k 232.20
2020-12-31 $501k 2.3k 214.47
2020-09-30 $495k 2.3k 213.09
2020-06-30 $485k 2.3k 206.56
2020-03-31 $373k 2.3k 165.56
2019-12-31 $469k 2.2k 212.89
2019-09-30 $473k 2.2k 214.71
2019-06-30 $457k 2.2k 207.44
2019-03-31 $418k 2.2k 189.74
2018-12-31 $391k 2.2k 177.49
2018-09-30 $451k 2.7k 167.16
2018-06-30 $423k 2.7k 156.78
2018-03-31 $432k 2.8k 156.47
2017-12-31 $541k 3.1k 171.91
2017-09-30 $355k 2.3k 156.80
2017-06-30 $347k 2.3k 153.27
2017-03-31 $417k 3.2k 129.66
2016-12-31 $223k 1.8k 121.79
2016-03-31 $236k 1.9k 125.60
2015-12-31 $263k 2.2k 117.99
2015-09-30 $77k 783 98.34
2015-06-30 $74k 783 94.51
2015-03-31 $70k 723 96.82
2014-12-31 $155k 1.6k 94.00
2014-09-30 $445k 4.7k 94.86
2014-06-30 $485k 4.8k 100.75
2014-03-31 $358k 3.7k 98.00
2013-12-31 $504k 5.2k 97.00
2013-09-30 $187k 1.9k 96.29

More positions owned by Warren Averett Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Ishares Tr Rus 1000 Etf (IWB)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Apple (AAPL)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ)
Ishares Tr Rus 1000 Grw Etf (IWF)

View all positions for Warren Averett Asset Management

Top funds holding McDonald's Corporation

Vanguard Group
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BlackRock
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Jpmorgan Chase & Co
Geode Capital Management
Morgan Stanley
Bank of America Corporation
Capital Research Global Investors
Wells Fargo & Company
T. Rowe Price Associates
Northern Trust
Royal Bank of Canada
Bank of New York Mellon
Charles Schwab Investment Management

View all funds holding McDonald's Corporation