Back to MCD
Core Wealth Management, Inc. → MCD
Core Wealth Management, Inc. MCD Position History
McDonald's Corporation • Consumer Cyclical
Quarters held
4
Latest value
$701K
Q3 2026
Peak value
$947K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $931K |
| Q1 2026 | $947K |
| Q2 2026 | $823K |
| Q3 2026 | $701K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $701K | 3.0K | — | — |
| Q2 2026 | $823K | 3.0K | — | — |
| Q1 2026 | $947K | 3.0K | — | — |
| Q4 2025 | $931K | 3.0K | — | — |
Other funds holding MCD
$20.9B
$19.9B
$19.8B
$19.7B
$10.8B
$10.6B