WILLNER & HELLER, LLC
- SEC CIK
- 0001927796
MCD holding history
MCDONALDS CORP
Every 13F filing in which WILLNER & HELLER, LLC reported holding MCD, plus the quarters it sold out. Changes compare share counts with the previous calendar quarter.
MCD overviewAll 13F holders of MCDFull portfolio
| Quarter | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Q2 2026 | 1,750 | $473.12K | 0.30% | +85+5.1% | Added |
| Q1 2026 | 1,665 | $517.52K | 0.39% | −50−2.9% | Reduced |
| Q4 2025 | 1,715 | $524.02K | 0.38% | +10+0.6% | Added |
| Q3 2025 | 1,705 | $518K | 0.40% | +10+0.6% | Added |
| Q2 2025 | 1,695 | $495.15K | 0.42% | −10−0.6% | Reduced |
| Q1 2025 | 1,705 | $532.72K | 0.49% | +10+0.6% | Added |
| Q4 2024 | 1,695 | $491.5K | 0.43% | +3+0.2% | Added |
| Q3 2024 | 1,692 | $515.09K | 0.46% | +60+3.7% | Added |
| Q2 2024 | 1,632 | $415.9K | 0.40% | +11+0.7% | Added |
| Q1 2024 | 1,621 | $457.14K | 0.46% | −74−4.4% | Reduced |
| Q4 2023 | 1,695 | $502.48K | 0.56% | +1,695 | New |
| Q4 2022 | 1,655 | $436.1K | 0.62% | +9+0.5% | Added |
| Q3 2022 | 1,646 | $380K | 0.61% | +9+0.5% | Added |
| Q2 2022 | 1,637 | $404K | 0.63% | +19+1.2% | Added |
| Q1 2022 | 1,618 | $434K | 0.53% | −28−1.7% | Reduced |
| Q4 2021 | 1,646 | $397K | 0.53% | +1,646 | New |