McDonald's Corporation shares owned by Heritage Trust
Quarter-by-quarter ownership of McDonald's Corporation (MCD) shares owned by Heritage Trust
from 13F filings
Historical chart of Heritage Trust investment in McDonald's Corporation
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Quarterly reported holdings in McDonald's Corporation by Heritage Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.8M | 13k | 281.95 |
| 2023-12-31 | $4.0M | 13k | 296.51 |
| 2023-09-30 | $3.5M | 14k | 263.44 |
| 2023-06-30 | $4.1M | 14k | 298.41 |
| 2023-03-31 | $3.7M | 13k | 279.61 |
| 2022-12-31 | $3.5M | 13k | 263.53 |
| 2022-09-30 | $3.0M | 13k | 230.66 |
| 2022-06-30 | $3.2M | 13k | 246.98 |
| 2022-03-31 | $3.3M | 13k | 247.42 |
| 2021-12-31 | $7.1M | 26k | 268.07 |
| 2021-09-30 | $7.1M | 29k | 241.05 |
| 2021-06-30 | $7.0M | 30k | 230.94 |
| 2021-03-31 | $7.5M | 34k | 224.05 |
| 2020-12-31 | $7.3M | 34k | 214.63 |
| 2020-09-30 | $7.5M | 34k | 219.54 |
| 2020-06-30 | $6.4M | 35k | 184.39 |
| 2020-03-31 | $5.9M | 36k | 165.44 |
| 2019-12-31 | $7.1M | 36k | 197.64 |
| 2019-09-30 | $7.8M | 36k | 214.71 |
| 2019-06-30 | $7.5M | 36k | 207.65 |
| 2019-03-31 | $6.9M | 36k | 189.92 |
| 2018-12-31 | $3.8M | 21k | 177.53 |
| 2018-09-30 | $3.6M | 21k | 167.31 |
| 2018-06-30 | $3.4M | 21k | 156.70 |
| 2018-03-31 | $3.4M | 22k | 156.39 |
| 2017-12-31 | $3.9M | 23k | 172.13 |
| 2017-09-30 | $3.7M | 23k | 156.68 |
| 2017-06-30 | $3.8M | 25k | 153.16 |
| 2017-03-31 | $4.0M | 31k | 129.61 |