WESTCO ADVISORY SERVICES INC /ADV MCD β€” MCDONALDS CORP

Ownership history in WESTCO ADVISORY SERVICES INC /ADV  Β·  1 quarter on record

AI Ownership Summary

WESTCO ADVISORY SERVICES INC /ADV reported MCDONALDS CORP (MCD) in 1 quarterly 13F filing from 2026 Q1 through 2026 Q1. Peak portfolio weight reached 0.59% in 2026 Q1. The latest visible filing shows MCD at 0.59% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MCD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WESTCO ADVISORY SERVICES INC /ADV's position in MCDONALDS CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

MCD was reported at 0.59% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.59% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How WESTCO ADVISORY SERVICES INC /ADV held MCD β€” position size vs. price
% of Fund (quarterly)    MCD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 INITIATED β€” β€” β€” 2,975 β€” β€” 0.59% $925K 2026-05-11 $274.60

FAQ About WESTCO ADVISORY SERVICES INC /ADV and MCD

These are the practical questions this page is built to answer before you even open the full history table.

How long has WESTCO ADVISORY SERVICES INC /ADV reported owning MCD?

WESTCO ADVISORY SERVICES INC /ADV reported MCD across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported MCD position in WESTCO ADVISORY SERVICES INC /ADV's portfolio?

The largest reported portfolio weight for MCD was 0.59% in 2026 Q1.

What is the latest reported MCD position on this page?

The most recent filing on this page is 2026 Q1, when WESTCO ADVISORY SERVICES INC /ADV reported 2,975 shares, equal to 0.59% of portfolio, with an estimated market value of $925K.

What does the chart on this MCD ownership page compare?

The chart compares WESTCO ADVISORY SERVICES INC /ADV's quarterly MCD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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