Ownership history in IBEX WEALTH ADVISORS · 11 quarters on record
This page tracks every 13F SEC filing in which IBEX WEALTH ADVISORS 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 Q3 | REDUCED | 2,658 | -86 | -3.1% | 0.08% | $808K | $300.40 |
| 2025 Q2 | ADDED | 2,744 | +116 | +4.4% | 0.09% | $802K | $287.18 |
| 2024 Q4 | REDUCED | 2,628 | -10,252 | -79.6% | 0.09% | $762K | $281.71 |
| 2024 Q3 | ADDED | 12,880 | +12,469 | +3033.8% | 0.18% | $666K | $294.15 |
| 2024 Q2 | REDUCED | 411 | -4,096 | -90.9% | 0.02% | $105K | $244.74 |
| 2024 Q1 | UNCHANGED | 4,507 | — | 0% | 0.32% | $1.2M | $269.03 |
| 2022 Q4 | ADDED | 4,507 | +236 | +5.5% | 0.27% | $1.2M | $244.50 |
| 2022 Q3 | ADDED | 4,271 | +3,877 | +984.0% | 0.26% | $986K | $212.88 |
| 2021 Q3 | ADDED | 394 | +306 | +347.7% | 0.02% | $95K | $217.59 |
| 2019 Q2 | REDUCED | 88 | -204 | -69.9% | 0.01% | $18K | $177.66 |
As of 2025 Q4 — sorted by position size