Wellspring Financial Advisors »

McDonald's Corporation shares owned by Wellspring Financial Advisors

Quarter-by-quarter ownership of McDonald's Corporation (MCD) shares owned by Wellspring Financial Advisors from 13F filings

Historical chart of Wellspring Financial Advisors investment in McDonald's Corporation

Tip: Access up to 7 years of quarterly data

All positions including McDonald's Corporation held by Wellspring Financial Advisors 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 Wellspring Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $258k 843 305.68
2022-12-31 $207k 786 263.38

More positions owned by Wellspring Financial Advisors

Ishares S&p 500 Index Core S&p500 Etf (IVV)
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)
Goldman Sachs Physical Gold Etf Unit (AAAU)
Vanguard High Dividend Yield High Div Yld (VYM)
Vanguard Total Stk Mkt Total Stk Mkt (VTI)
Ishares Semiconductor Etf Ishares Semicdtr (SOXX)
Health Care Select Sector Spdr Sbi Healthcare (XLV)
Ishares Russell 1000 Growth Etf Rus 1000 Grw Etf (IWF)
Ishares Core Msci Emerging Markets Etf Core Msci Emkt (IEMG)
Ishares S&p North Amer Tech-software Expanded Tech (IGV)
Vanguard Short-term Treasury Etf Short Term Treas (VGSH)
Apple (AAPL)
Spdr S&p 500 Etf Trust Tr Unit (SPY)
Ishares 0-3 Month Treasury Bond Etf 0-3 Mnth Treasry (SGOV)
Technology Select Sector Spdr Technology (XLK)

View all positions for Wellspring Financial Advisors

Top funds holding McDonald's Corporation

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

View all funds holding McDonald's Corporation