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Core Wealth Advisors, Inc.

SEC CIK
0001770532
Latest filing
Aug 11, 2026

MCD holding history

McDonalds Corp in every 13F filed by Core Wealth Advisors, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MCD overviewAll 13F holders of MCDFull Q2 2026 holdings

Shares (Q2 2024)
0
Sold out in Q2 2024
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q2 2021
Holdings of MCD by Core Wealth Advisors, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20240$00.0%−115−100.0%Sold outHolders
Q1 2024115$32.4K<0.1%+15+15.0%AddedHolders
Q4 2023100$29.7K<0.1%+9+9.9%AddedHolders
Q3 202391$24.0K<0.1%00.0%UnchangedHolders
Q2 202391$27.2K<0.1%+60+193.5%AddedHolders
Q1 202331$8.67K<0.1%00.0%UnchangedHolders
Q4 202231$8.17K<0.1%+31NewHolders
Q3 20210$00.0%−30−100.0%Sold outHolders
Q2 202130$7.00K<0.1%+30NewHolders