Morningstar shares owned by Brian McDonald
Historical chart of Brian McDonald investment in Morningstar
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Quarterly reported holdings in Morningstar by Brian McDonald
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 7.2k | 232.14 |
| 2025-06-30 | $2.6M | 8.3k | 313.73 |
| 2025-03-31 | $2.6M | 8.6k | 299.14 |
| 2024-12-31 | $3.0M | 8.9k | 337.31 |
| 2024-09-30 | $3.0M | 9.3k | 318.60 |
| 2024-06-30 | $3.0M | 10k | 296.42 |
| 2024-03-31 | $3.5M | 11k | 308.37 |
| 2023-09-30 | $2.8M | 12k | 234.24 |
| 2020-12-31 | $368k | 1.5k | 240.37 |
| 2020-09-30 | $339k | 1.8k | 184.74 |
| 2020-06-30 | $273k | 1.7k | 160.02 |
| 2020-03-31 | $208k | 1.5k | 139.50 |
| 2019-12-31 | $239k | 1.5k | 159.55 |
| 2019-09-30 | $205k | 1.4k | 145.49 |
| 2019-06-30 | $240k | 1.6k | 154.74 |
| 2019-03-31 | $210k | 1.6k | 128.53 |
| 2018-09-30 | $209k | 1.8k | 115.83 |
| 2013-09-30 | $269k | 3.4k | 79.13 |
| 2013-06-30 | $284k | 3.7k | 77.50 |
| 2012-12-31 | $231k | 3.7k | 62.94 |
| 2012-09-30 | $232k | 3.7k | 62.58 |
| 2012-06-30 | $227k | 3.9k | 57.92 |
| 2012-03-31 | $252k | 4.0k | 63.02 |
| 2011-12-31 | $248k | 4.2k | 59.59 |
| 2011-09-30 | $209k | 3.7k | 56.45 |
| 2011-06-30 | $224k | 3.7k | 60.61 |
| 2011-03-31 | $51k | 888 | 57.80 |