MCD MCDONALDS CORPORATION

Ownership history in Atlas Wealth LLC  ·  12 quarters on record

AI Ownership Summary

Atlas Wealth LLC reported MCDONALDS CORPORATION (MCD) in 12 quarterly 13F filings from 2023 Q3 through 2025 Q3. Peak portfolio weight reached 0.17% in 2023 Q4. The latest visible filing shows MCD at 0.07% 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 Atlas Wealth LLC's position in MCDONALDS CORPORATION, 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 Q3

MCD was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.17% in 2023 Q4

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

Time in book
Holding Window
2023 Q3 to 2025 Q3

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.

How Atlas Wealth LLC held MCD — position size vs. price
% of Fund (quarterly)    MCD price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 751 -450 -37.5% 0.07% $228K 2025-11-12 $303.41
2025 Q2 UNCHANGED 1,201 0% 0.13% $357K 2025-08-05 $293.67
2025 Q1 UNCHANGED 1,201 0% 0.15% $375K 2025-05-08 $306.40
2024 Q4 ADDED 1,201 +50 +4.3% 0.13% $348K 2025-02-11 $301.46
2024 Q3 UNCHANGED 1,151 0% 0.15% $350K 2024-11-14 $288.40
2024 Q2 UNCHANGED 1,151 0% 0.04% $288K 2024-07-31 $254.88
2024 Q1 UNCHANGED 1,151 0% 0.16% $325K 2024-05-10 $262.40
2023 Q4 UNCHANGED 1,151 0% 0.17% $303K 2024-02-08 $276.98
2023 Q3 UNCHANGED 1,151 0% 0.06% $303K 2023-11-07 $253.39
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Atlas Wealth LLC and MCD

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

How long has Atlas Wealth LLC reported owning MCD?

Atlas Wealth LLC reported MCD across 9 quarterly 13F filings, from 2023 Q3 through 2025 Q3.

What was the largest reported MCD position in Atlas Wealth LLC's portfolio?

The largest reported portfolio weight for MCD was 0.17% in 2023 Q4.

What is the latest reported MCD position on this page?

The most recent filing on this page is 2025 Q3, when Atlas Wealth LLC reported 751 shares, equal to 0.07% of portfolio, with an estimated market value of $228K.

What does the chart on this MCD ownership page compare?

The chart compares Atlas Wealth LLC'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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