McDonald's Corporation shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of McDonald's Corporation (MCD) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in McDonald's Corporation
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Quarterly reported holdings in McDonald's Corporation by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $17M | 56k | 296.51 |
| 2023-09-30 | $14M | 54k | 263.44 |
| 2023-06-30 | $16M | 12k | 1338.16 |
| 2023-03-31 | $973k | 5.9k | 166.04 |
| 2022-12-31 | $13M | 50k | 263.53 |
| 2022-09-30 | $11M | 48k | 230.74 |
| 2022-06-30 | $6.6M | 27k | 246.89 |
| 2022-03-31 | $6.7M | 27k | 247.29 |
| 2021-12-31 | $7.5M | 28k | 268.08 |
| 2021-09-30 | $6.8M | 157k | 43.35 |
| 2021-06-30 | $6.1M | 26k | 230.97 |
| 2021-03-31 | $5.9M | 27k | 224.13 |
| 2020-12-31 | $2.4M | 11k | 214.54 |
| 2020-09-30 | $1.9M | 8.8k | 219.46 |
| 2020-06-30 | $1.6M | 8.4k | 184.44 |
| 2020-03-31 | $1.8M | 11k | 165.36 |
| 2019-12-31 | $1.8M | 9.1k | 197.66 |
| 2019-09-30 | $1.8M | 8.5k | 214.71 |
| 2019-06-30 | $1.6M | 7.7k | 207.69 |
| 2019-03-31 | $1.2M | 6.5k | 189.92 |
| 2018-12-31 | $1.2M | 6.6k | 177.61 |
| 2018-09-30 | $1.1M | 6.5k | 167.23 |
| 2018-06-30 | $544k | 3.5k | 156.68 |
| 2018-03-31 | $522k | 3.3k | 156.24 |
| 2017-12-31 | $470k | 2.7k | 172.29 |
| 2017-09-30 | $345k | 2.2k | 156.82 |
| 2017-06-30 | $388k | 2.5k | 153.24 |
| 2014-12-31 | $210k | 2.2k | 93.71 |
| 2013-12-31 | $362k | 3.7k | 97.16 |
| 2012-09-30 | $251k | 2.7k | 91.87 |
| 2012-03-31 | $317k | 3.2k | 98.08 |
| 2011-12-31 | $270k | 2.7k | 100.26 |