Ownership history in Wiser Advisor Group LLC · 9 quarters on record
This page tracks every 13F SEC filing in which Wiser Advisor Group 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 4,594 | +63 | +1.4% | 1.61% | $1.4M | $303.93 |
| 2025 Q3 | ADDED | 4,531 | +129 | +2.9% | 1.71% | $1.4M | $300.40 |
| 2025 Q2 | ADDED | 4,402 | +292 | +7.1% | 2.23% | $1.3M | $287.18 |
| 2025 Q1 | REDUCED | 4,110 | -264 | -6.0% | 1.90% | $1.3M | $305.31 |
| 2024 Q4 | ADDED | 4,374 | +95 | +2.2% | 1.84% | $1.3M | $281.71 |
| 2024 Q3 | ADDED | 4,279 | +74 | +1.8% | 1.94% | $1.3M | $294.15 |
| 2024 Q2 | ADDED | 4,205 | +525 | +14.3% | 1.68% | $1.1M | $244.74 |
| 2024 Q1 | REDUCED | 3,680 | -21 | -0.6% | 1.63% | $1.0M | $269.03 |
| 2023 Q4 | INITIATED | 3,701 | — | — | 1.83% | $1.1M | — |
As of 2025 Q4 — sorted by position size