MCD McDonalds

Ownership history in Tower View Wealth Management LLC  ·  33 quarters on record

This page tracks every 13F SEC filing in which Tower View Wealth Management LLC reported a position in McDonalds (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
2.1% (2025 Q1)
Avg. % of fund
0.96%
First filed
2017 Q4
Last filed
2025 Q4
Quarters held
33
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 12,166 +242 +2.0% 1.84% $3.7M $303.93
2025 Q3 ADDED 11,924 +133 +1.1% 1.87% $3.6M $300.40
2025 Q2 ADDED 11,791 +226 +2.0% 1.79% $3.4M $287.18
2025 Q1 REDUCED 11,565 -86 -0.7% 2.10% $3.6M $305.31
2024 Q4 ADDED 11,651 +188 +1.6% 1.79% $3.4M $281.71
2024 Q3 ADDED 11,463 +78 +0.7% 1.91% $3.5M $294.15
2024 Q2 ADDED 11,385 +237 +2.1% 1.67% $2.9M $244.74
2024 Q1 ADDED 11,148 +140 +1.3% 1.84% $3.1M $269.03
2023 Q4 ADDED 11,008 +530 +5.1% 2.02% $3.3M $281.32
2023 Q3 ADDED 10,478 +1,552 +17.4% 1.94% $2.8M $248.46
23 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    MCD price (monthly, adj. close)
← Back to Tower View Wealth Management LLC Holdings