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Investment Insight Wealth Management, LLC → MCD

Investment Insight Wealth Management, LLC MCD Position History

McDonald's Corporation • Consumer Cyclical

Quarters held
4
Latest value
$1.3M
Q3 2026
Peak value
$1.7M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$1.7M
Q1 2026$1.7M
Q2 2026$1.5M
Q3 2026$1.3M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.3M5.4K——
Q2 2026$1.5M5.4K——
Q1 2026$1.7M5.5K——
Q4 2025$1.7M5.5K——

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