Ownership history in Widmann Financial Services, Inc. · 17 quarters on record
This page tracks every 13F SEC filing in which Widmann Financial Services, Inc. reported a position in McDonald's 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 Q4 | REDUCED | 9,889 | -67 | -0.7% | 1.85% | $3.0M | $303.93 |
| 2025 Q3 | REDUCED | 9,956 | -114 | -1.1% | 1.90% | $3.0M | $300.40 |
| 2025 Q2 | ADDED | 10,070 | +166 | +1.7% | 2.05% | $2.9M | $287.18 |
| 2025 Q1 | REDUCED | 9,904 | -1 | -0.0% | 2.40% | $3.1M | $305.31 |
| 2024 Q4 | ADDED | 9,905 | +174 | +1.8% | 2.22% | $2.9M | $281.71 |
| 2024 Q3 | REDUCED | 9,731 | -223 | -2.2% | 2.24% | $3.0M | $294.15 |
| 2024 Q2 | REDUCED | 9,954 | -79 | -0.8% | 2.06% | $2.5M | $244.74 |
| 2024 Q1 | ADDED | 10,033 | +582 | +6.2% | 2.38% | $2.8M | $269.03 |
| 2023 Q4 | REDUCED | 9,451 | -45 | -0.5% | 2.52% | $2.8M | $281.32 |
| 2023 Q3 | REDUCED | 9,496 | -29 | -0.3% | 2.49% | $2.5M | $248.46 |
As of 2025 Q4 — sorted by position size