Ownership history in Edge Wealth Management LLC · 53 quarters on record
This page tracks every 13F SEC filing in which Edge Wealth Management LLC reported a position in MC DONALDS CORP COM (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 | 24,203 | -58 | -0.2% | 1.31% | $7.4M | $303.93 |
| 2025 Q3 | ADDED | 24,261 | +87 | +0.4% | 1.31% | $7.4M | $300.40 |
| 2025 Q2 | REDUCED | 24,174 | -522 | -2.1% | 1.36% | $7.1M | $287.18 |
| 2025 Q1 | ADDED | 24,696 | +25 | +0.1% | 1.56% | $7.7M | $305.31 |
| 2024 Q4 | REDUCED | 24,671 | -337 | -1.3% | 1.45% | $7.2M | $281.71 |
| 2024 Q3 | REDUCED | 25,008 | -190 | -0.8% | 1.53% | $7.6M | $294.15 |
| 2024 Q2 | REDUCED | 25,198 | -720 | -2.8% | 1.35% | $6.4M | $244.74 |
| 2024 Q1 | ADDED | 25,918 | +164 | +0.6% | 1.54% | $7.3M | $269.03 |
| 2023 Q4 | ADDED | 25,754 | +58 | +0.2% | 1.67% | $7.6M | $281.32 |
| 2023 Q3 | REDUCED | 25,696 | -96 | -0.4% | 1.58% | $6.8M | $248.46 |
As of 2025 Q4 — sorted by position size