MCD — MCDONALDS CORP

Ownership history in Windle Wealth, LLC  ·  13 quarters on record

This page tracks every 13F SEC filing in which Windle Wealth, 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
4.8% (2023 Q2)
Avg. % of fund
4.1%
First filed
2022 Q4
Last filed
2025 Q4
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 26,644 +349 +1.3% 3.65% $8.1M $303.93
2025 Q3 ADDED 26,295 +520 +2.0% 3.58% $8.0M $300.40
2025 Q2 ADDED 25,775 +238 +0.9% 3.68% $7.5M $287.18
2025 Q1 ADDED 25,537 +669 +2.7% 4.11% $8.0M $305.31
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    MCD price (monthly, adj. close)

Other funds also holding MCD

As of 2025 Q4 — sorted by position size

Gallagher Fiduciary Advisors, LLC 3Y 7Y 43.82% RIT CAPITAL PARTNERS PLC 3Y 7Y 5.85% Winning Points Advisors, LLC 3Y 5.62% HS Management Partners, LLC 3Y 7Y 5.33% RBO & CO LLC 3Y 7Y 5.27% CKW FINANCIAL GROUP 3Y 7Y 4.47% HUTNER CAPITAL MANAGEMENT INC 3Y 7Y 4.46% Patrick Mauro Investment Advisor, INC. 3Y 4.29% Eliot Finkel Investment Counsel, LLC 3Y 7Y 4.25% Lansing Street Advisors 3Y 4.15%
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