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.
| 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 |
| 2024 Q4 | REDUCED | 3,098 | -121 | -3.8% | 0.35% | $898K | $281.71 |
| 2024 Q3 | UNCHANGED | 3,219 | — | 0% | 0.33% | $820K | $294.15 |
| 2024 Q2 | REDUCED | 3,219 | -204 | -6.0% | 0.33% | $820K | $244.74 |
| 2024 Q1 | UNCHANGED | 3,423 | — | 0% | 0.42% | $965K | $269.03 |
| 2023 Q4 | UNCHANGED | 3,423 | — | 0% | 0.48% | $1.0M | $281.32 |
| 2023 Q3 | REDUCED | 3,423 | -910 | -21.0% | 0.47% | $902K | $248.46 |
As of 2025 Q4 — sorted by position size