Monument Group Wealth Advisors »

McDonald's Corporation shares owned by Monument Group Wealth Advisors

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

Historical chart of Monument Group Wealth Advisors investment in McDonald's Corporation

Tip: Access up to 7 years of quarterly data

All positions including McDonald's Corporation held by Monument Group Wealth 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 Monument Group Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $279k 989 281.95

More positions owned by Monument Group Wealth Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Small Cp Etf (VB)
Dimensional Etf Trust Us Real Estate E (DFAR)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Apple (AAPL)
Willis Towers Watson SHS (WTW)
Dimensional Etf Trust Us Sustainabilty (DFSU)
Microsoft Corporation (MSFT)

View all positions for Monument Group Wealth Advisors

Top funds holding McDonald's Corporation

Vanguard Group
BlackRock
Jpmorgan Chase & Co
Bank of America Corporation
Geode Capital Management
Morgan Stanley
Wellington Management Company
Northern Trust
Wells Fargo & Company
Royal Bank of Canada
UBS Group
Bank of New York Mellon
Legal & General Group
T. Rowe Price Associates
Gallagher Fiduciary Advisors

View all funds holding McDonald's Corporation