MCD MCDONALDS CORP

Ownership history in Revisor Wealth Management LLC  ·  10 quarters on record

This page tracks every 13F SEC filing in which Revisor Wealth Management LLC 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
2.48% (2025 Q1)
Avg. % of fund
0.94%
First filed
2023 Q3
Last filed
2025 Q4
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 17,770 +91 +0.5% 1.46% $5.4M $303.93
2025 Q3 REDUCED 17,679 -149 -0.8% 1.79% $5.2M $300.40
2025 Q2 REDUCED 17,828 -30 -0.2% 1.92% $5.3M $287.18
2025 Q1 ADDED 17,858 +17,036 +2072.5% 2.48% $5.6M $305.31
2024 Q4 REDUCED 822 -502 -37.9% 0.22% $240K $281.71
2024 Q3 REDUCED 1,324 -56 -4.1% 0.25% $403K $294.15
2024 Q2 REDUCED 1,380 -1,075 -43.8% 0.24% $352K $244.74
2024 Q1 ADDED 2,455 +1,354 +123.0% 0.32% $710K $269.03
2023 Q4 REDUCED 1,101 -397 -26.5% 0.38% $326K $281.32
2023 Q3 INITIATED 1,498 0.38% $419K
% of Fund (quarterly)    MCD price (monthly, adj. close)
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