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MGB Wealth Management, LLC

SEC CIK
0002015822
Latest filing
Feb 17, 2026

MCD holding history

McDonalds Corp in every 13F filed by MGB Wealth Management, LLC, 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 Q4 2025 holdings

Shares (Q4 2025)
3,065
Value
$938.2K
% of portfolio
0.3%
Quarters held
9
Since Q4 2023
Holdings of MCD by MGB Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20253,065$938.2K0.3%+5+0.2%AddedHolders
Q3 20253,060$929.0K0.3%−357−10.4%ReducedHolders
Q2 20253,417$997.6K0.3%−308−8.3%ReducedHolders
Q1 20253,725$1.15M0.4%−118−3.1%ReducedHolders
Q4 20243,843$1.11M0.3%+69+1.8%AddedHolders
Q3 20243,774$1.15M0.4%−430−10.2%ReducedHolders
Q2 20244,204$1.07M0.4%−501−10.6%ReducedHolders
Q1 20244,705$1.33M0.5%+395+9.2%AddedHolders
Q4 20234,310$1.28M0.6%–No prior filingHolders