McDonald's Corporation shares owned by West Financial Advisors
Quarter-by-quarter ownership of McDonald's Corporation (MCD) shares owned by West Financial Advisors
from 13F filings
Historical chart of West Financial Advisors investment in McDonald's Corporation
Tip: Access up to 7 years of quarterly data
All positions including McDonald's Corporation held by West Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in McDonald's Corporation by West Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $32k | 104 | 303.89 |
| 2025-06-30 | $37k | 125 | 292.18 |
| 2025-03-31 | $39k | 125 | 312.38 |
| 2024-12-31 | $42k | 145 | 289.90 |
| 2024-09-30 | $44k | 145 | 304.51 |
| 2024-06-30 | $37k | 145 | 254.84 |
| 2024-03-31 | $41k | 145 | 281.95 |
| 2023-12-31 | $43k | 145 | 296.51 |
| 2023-09-30 | $43k | 162 | 263.44 |
| 2023-06-30 | $43k | 145 | 298.41 |
| 2023-03-31 | $35k | 124 | 279.61 |
| 2022-12-31 | $33k | 124 | 263.53 |
| 2022-09-30 | $29k | 124 | 233.87 |
| 2022-06-30 | $5.0k | 20 | 250.00 |
| 2022-03-31 | $5.0k | 20 | 250.00 |
| 2021-12-31 | $5.0k | 20 | 250.00 |
| 2021-09-30 | $5.0k | 20 | 250.00 |
| 2021-06-30 | $5.0k | 20 | 250.00 |
| 2021-03-31 | $4.0k | 20 | 200.00 |
| 2020-12-31 | $4.0k | 20 | 200.00 |