MCD — MCDONALDS CORP

Ownership history in Alliance Wealth Advisors, LLC /UT  ·  13 quarters on record

AI Ownership Summary

Alliance Wealth Advisors, LLC /UT reported MCDONALDS CORP (MCD) in 13 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.0% in 2025 Q1. The latest visible filing shows MCD at 0.60% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MCD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Alliance Wealth Advisors, LLC /UT's position in MCDONALDS CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

MCD was reported at 0.60% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.0% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MCD stock page Alliance Wealth Advisors, LLC /UT fund profile Alliance Wealth Advisors, LLC /UT full holdings
How Alliance Wealth Advisors, LLC /UT held MCD — position size vs. price
% of Fund (quarterly)    MCD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 9,139 -3,940 -30.1% 0.60% $2.8M 2026-02-14 (Est.) $325.76
2025 Q3 ADDED 13,079 +482 +3.8% 0.93% $4.0M 2025-11-10 $295.66
2025 Q2 ADDED 12,597 +313 +2.5% 0.88% $3.7M 2025-08-14 $303.68
2025 Q1 REDUCED 12,284 -192 -1.5% 1.00% $3.8M 2025-05-13 $301.71
2024 Q4 ADDED 12,476 +431 +3.6% 0.93% $3.6M 2025-01-24 $277.40
2024 Q3 ADDED 12,045 +724 +6.4% 0.96% $3.7M 2024-11-08 $288.80
2024 Q2 ADDED 11,321 +573 +5.3% 0.85% $2.9M 2024-08-02 $265.73
2024 Q1 ADDED 10,748 +755 +7.6% 0.90% $3.0M 2024-05-13 $258.89
2023 Q4 ADDED 9,993 +99 +1.0% 1.00% $3.0M 2024-02-05 $271.32
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding MCD

As of 2026 Q1 — sorted by position size

PICTET BANK & TRUST Ltd 3Y 7Y 4.66% Focused Investors LLC 3Y 7Y 4.12% Atwater Malick LLC 3Y 7Y 3.71% Slocum, Gordon & Co LLP 3.23% SPRING CAPITAL MANAGEMENT, LLC 3Y 2.99% R.H. Investment Group, LLC 2.92% MONARCH CAPITAL MANAGEMENT INC 3Y 7Y 2.88% RD Lewis Holdings, Inc. 2.87% Boit C F David 3Y 2.73% Stokes Capital Advisors, LLC 3Y 7Y 2.7%

FAQ About Alliance Wealth Advisors, LLC /UT and MCD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Alliance Wealth Advisors, LLC /UT reported owning MCD?

Alliance Wealth Advisors, LLC /UT reported MCD across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported MCD position in Alliance Wealth Advisors, LLC /UT's portfolio?

The largest reported portfolio weight for MCD was 1.00% in 2025 Q1.

What is the latest reported MCD position on this page?

The most recent filing on this page is 2025 Q4, when Alliance Wealth Advisors, LLC /UT reported 9,139 shares, equal to 0.60% of portfolio, with an estimated market value of $2.8M.

What does the chart on this MCD ownership page compare?

The chart compares Alliance Wealth Advisors, LLC /UT's quarterly MCD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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