Ownership history in Collaborative Wealth Managment Inc. · 17 quarters on record
This page tracks every 13F SEC filing in which Collaborative Wealth Managment Inc. 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 11,983 | +1,035 | +9.5% | 1.29% | $3.7M | $303.93 |
| 2025 Q3 | REDUCED | 10,948 | -20 | -0.2% | 1.35% | $3.3M | $300.40 |
| 2025 Q2 | REDUCED | 10,968 | -9 | -0.1% | 1.40% | $3.2M | $287.18 |
| 2025 Q1 | ADDED | 10,977 | +5 | +0.0% | 1.60% | $3.4M | $305.31 |
| 2024 Q4 | REDUCED | 10,972 | -462 | -4.0% | 1.44% | $3.2M | $281.71 |
| 2024 Q3 | ADDED | 11,434 | +4 | +0.0% | 1.57% | $3.5M | $294.15 |
| 2024 Q2 | REDUCED | 11,430 | -61 | -0.5% | 1.42% | $2.9M | $244.74 |
| 2024 Q1 | UNCHANGED | 11,491 | — | 0% | 1.62% | $3.2M | $269.03 |
| 2023 Q4 | REDUCED | 11,491 | -119 | -1.0% | 1.85% | $3.4M | $281.32 |
| 2023 Q3 | ADDED | 11,610 | +10,783 | +1303.9% | 1.82% | $3.1M | $248.46 |
As of 2025 Q4 — sorted by position size