MCD — MCDONALDS CORP

Ownership history in Cedar Wealth Management, LLC  ·  13 quarters on record

This page tracks every 13F SEC filing in which Cedar Wealth Management, LLC reported a position in MCDONALDS CORP (MCD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.01% (2022 Q4)
Avg. % of fund
0.01%
First filed
2018 Q2
Last filed
2025 Q3
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 22 — 0% 0.00% $7K $300.40
2025 Q2 REDUCED 22 -56 -71.8% 0.00% $6K $287.18
2024 Q1 ADDED 78 +11 +16.4% 0.01% $22K $269.03
2023 Q4 UNCHANGED 67 — 0% 0.01% $20K $281.32
2023 Q3 UNCHANGED 67 — 0% 0.01% $18K $248.46
2023 Q2 UNCHANGED 67 — 0% 0.01% $20K $279.94
2023 Q1 UNCHANGED 67 — 0% 0.01% $19K $260.91
2022 Q4 UNCHANGED 67 — 0% 0.01% $18K $244.50
2022 Q3 UNCHANGED 67 — 0% 0.01% $15K $212.88
2022 Q2 UNCHANGED 67 — 0% 0.01% $17K $226.53
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% of Fund (quarterly)    MCD price (monthly, adj. close)

Other funds also holding MCD

As of 2025 Q4 — sorted by position size

Gallagher Fiduciary Advisors, LLC 3Y 7Y 43.82% RIT CAPITAL PARTNERS PLC 3Y 7Y 5.85% Winning Points Advisors, LLC 3Y 5.62% HS Management Partners, LLC 3Y 7Y 5.33% RBO & CO LLC 3Y 7Y 5.27% CKW FINANCIAL GROUP 3Y 7Y 4.47% HUTNER CAPITAL MANAGEMENT INC 3Y 7Y 4.46% Patrick Mauro Investment Advisor, INC. 3Y 4.29% Eliot Finkel Investment Counsel, LLC 3Y 7Y 4.25% Lansing Street Advisors 3Y 4.15%
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