MCD — MCDONALDS CORP

Ownership history in Core Wealth Management, Inc.  ·  13 quarters on record

This page tracks every 13F SEC filing in which Core Wealth Management, 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.

Peak position
0.66% (2023 Q2)
Avg. % of fund
0.35%
First filed
2022 Q4
Last filed
2025 Q4
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 3,047 -5 -0.2% 0.29% $931K $303.93
2025 Q3 ADDED 3,052 +9 +0.3% 0.30% $927K $300.40
2025 Q2 REDUCED 3,043 -40 -1.3% 0.31% $889K $287.18
2025 Q1 REDUCED 3,083 -15 -0.5% 0.37% $963K $305.31
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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%
← Back to Core Wealth Management, Inc. Holdings