Form 13-F position report

MCDONALDS CORP

Reported by Wiser Advisor Group LLC

MCD CUSIP 580135101 Manager CIK 0002011550

Reported 4,110 shares, down 264 (6.0%) from the prior quarter.

Reported value 1.3%; share count -6.0% vs. the prior quarter.

Reduced
% of reported 13F value 1.9% This manager · Q1 2025
Shares 4,110 Quarter-end amount reported
Reported value $1,283,973 Fair value at quarter end
Consecutive quarters held 6 Through Q1 2025

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Reported position value by quarter
Date Holding Value
2023-12-31 1097372
2024-03-31 1042897
2024-06-30 1071364
2024-09-30 1303020
2024-12-31 1267924
2025-03-31 1283973
2025-06-30 1286077
2025-09-30 1377037
2025-12-31 1404149
2026-03-31 1423936
2026-06-30 1246631

Quarterly position history

How this manager's reported quarter-end position changed over time.

11 quarters
Quarterly reported position history for MCDONALDS CORP held by Wiser Advisor Group LLC.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
Q2 2026 Added 4,612 +30 (0.7%) 1.36% $1,246,631 2026-08-14
Q1 2026 Reduced 4,582 -12 (-0.3%) 1.72% $1,423,936 2026-04-22
Q4 2025 Added 4,594 +63 (1.4%) 1.61% $1,404,149 2026-02-09
Q3 2025 Added 4,531 +129 (2.9%) 1.71% $1,377,037 2025-11-14
Q2 2025 Added 4,402 +292 (7.1%) 2.23% $1,286,077 2025-08-08
Q1 2025 Reduced 4,110 -264 (-6.0%) 1.9% $1,283,973 2025-05-14
Q4 2024 Added 4,374 +95 (2.2%) 1.84% $1,267,924 2025-02-05
Q3 2024 Added 4,279 +74 (1.8%) 1.94% $1,303,020 2024-11-13
Q2 2024 Added 4,205 +525 (14.3%) 1.68% $1,071,364 2024-08-14
Q1 2024 Reduced 3,680 -21 (-0.6%) 1.63% $1,042,897 2024-05-16
Q4 2023 New 3,701 +3,701 (0.0%) 1.83% $1,097,372 2024-02-13

Who else reported the position

3575 managers reported MCDONALDS CORP for Q1 2025.

Managers reporting MCDONALDS CORP in Q1 2025.
Manager Activity Shares Change % of reported 13F Reported value Tenure
VANGUARD GROUP INC Added 70,409,095 +239,753 0.4% $21,993,689,097 48 qtrs
BlackRock Inc Added 52,583,560 +226,558 0.34% $16,425,526,769 3 qtrs
JPMorgan Chase & Co Added 37,538,959 +4,783,479 0.86% $11,726,045,257 48 qtrs
STATE STREET CORPORATION Reduced 34,556,213 -933,490 0.44% $10,794,324,255 48 qtrs
MORGAN STANLEY Added 17,564,790 +2,071,046 0.39% $5,486,714,186 48 qtrs
GEODE CAPITAL MANAGEMENT LLC Added 16,552,355 +477,917 0.41% $5,160,540,974 48 qtrs
Bank of America Corporation Added 14,852,796 +1,799,765 0.37% $4,639,567,725 48 qtrs
WELLINGTON MANAGEMENT GROUP LLP Reduced 11,851,904 -2,164,666 0.71% $3,702,179,253 48 qtrs
PRICE T ROWE ASSOCIATES INC MD Added 9,341,460 +1,344,954 0.36% $2,917,993,000 48 qtrs
NORGES BANK Reduced 8,996,068 -404,704 0.39% $2,810,101,761 48 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
March 31, 2025
Filed
May 14, 2025
Filing type
13F-HR
Position type
Common Stock

Voting authority reported

Sole
274
Shared
0
None
3,837

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.