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McDonald's
MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
DSC
1976
Duncker Streett & Co
Missouri
$511K – – –
AMC
1977
Asset Management Corp
Illinois
$511K +$1.79K +7 +0.3%
PAM
1978
Private Asset Management
California
$510K -$1.53K -6 -0.3%
FSG
1979
Financial Strategies Group
Michigan
$510K +$74.4K +291 +15%
BWP
1980
Balboa Wealth Partners
Arizona
$510K +$565K +2,210 New
MSFP
1981
Mark Sheptoff Financial Planning
Connecticut
$509K -$109K -425 -16%
FCT
1982
Family Capital Trust
Massachusetts
$508K – – –
LB
1983
Legacy Bridge
Iowa
$508K – – –
TI
1984
tru Independence
Oregon
$508K +$2.3K +9 +0.4%
NAMM
1985
NorthStar Asset Management (Massachusetts)
Massachusetts
$508K – – –
APWM
1986
Atlas Private Wealth Management
New York
$506K +$26.3K +103 +5%
CAM
1987
Campion Asset Management
Virginia
$505K – – –
LFM
1988
LGT Fund Management
Liechtenstein
$503K – – –
BCM
1989
Brooktree Capital Management
Michigan
$502K -$159K -622 -22%
SHGA
1990
Sand Hill Global Advisors
California
$502K +$11.5K +45 +2%
CF
1991
Corrigan Financial
Rhode Island
$502K +$1.28K +5 +0.2%
HFM
1992
Harvest Fund Management
China
$501K +$233K +912 +72%
TCOO
1993
Trust Company of Oklahoma
Oklahoma
$500K -$80.5K -315 -13%
KWS
1994
Keystone Wealth Services
California
$500K +$1.53K +6 +0.3%
CWA
1995
CM Wealth Advisors
Ohio
$500K -$3.83K -15 -0.7%
VWM
1996
Vigilare Wealth Management
Arizona
$497K +$1.79K +7 +0.3%
RCM
1997
Raleigh Capital Management
North Carolina
$497K +$33.2K +130 +6%
PO
1998
Private Ocean
California
$496K +$1.28K +5 +0.2%
WW
1999
Westshore Wealth
California
$495K -$51.1K -200 -9%
ACG
2000
Allen Capital Group
Nebraska
$495K -$2.56K -10 -0.5%
78 79
80
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