SEC 13F Intelligence

Tower View Wealth Management LLC / MCD

Tower View Wealth Management LLC’s Mcdonalds Corp Position

Does Tower View Wealth Management LLC own Mcdonalds Corp (MCD)? Yes — 11.6K shares worth $4M (+1.85% of its 13F portfolio) as of Q1 2026, down from 12.2K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
11.6K
% of Portfolio
+1.85%
Quarters Held
30
currently held

Position History MCD

Reported value by quarter
Q4 ’18: $67,000Q4 ’18Q1 ’19: $139,000Q2 ’19: $170,000Q3 ’19: $673,000Q4 ’19: $1MQ4 ’19Q1 ’20: $50,000Q2 ’20: $56,000Q3 ’20: $67,000Q4 ’20: $90,000Q4 ’20Q1 ’21: $62,000Q2 ’21: $56,000Q3 ’21: $59,000Q4 ’21: $2MQ4 ’21Q1 ’22: $2MQ2 ’22: $2MQ3 ’22: $2MQ4 ’22: $2MQ4 ’22Q1 ’23: $3MQ2 ’23: $3MQ3 ’23: $3MQ4 ’23: $3MQ4 ’23Q1 ’24: $3MQ2 ’24: $3MQ3 ’24: $3MQ4 ’24: $3MQ4 ’24Q1 ’25: $4MQ2 ’25: $3MQ3 ’25: $4MQ4 ’25: $4MQ4 ’25Q1 ’26: $4Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202611.6K$4M+1.85%
Q4 202512.2K$4M+1.84%
Q3 202511.9K$4M+1.87%
Q2 202511.8K$3M+1.79%
Q1 202511.6K$4M+2.10%
Q4 202411.7K$3M+1.79%
Q3 202411.5K$3M+1.91%
Q2 202411.4K$3M+1.67%
Q1 202411.1K$3M+1.84%
Q4 202311.0K$3M+2.02%
Q3 202310.5K$3M+1.94%
Q2 20238.9K$3M+1.81%
Q1 20239.3K$3M+1.74%
Q4 20229.1K$2M+1.67%
Q3 20229.1K$2M+1.60%
Q2 20229.0K$2M+1.63%
Q1 20228.9K$2M+1.18%
Q4 20216.7K$2M+0.92%
Q3 2021244$59,000+0.03%
Q2 2021243$56,000+0.03%
Q1 2021277$62,000+0.03%
Q4 2020418$90,000+0.05%
Q3 2020306$67,000+0.04%
Q2 2020304$56,000+0.04%
Q1 2020302$50,000+0.05%
Q4 20196.0K$1M+0.90%
Q3 20193.1K$673,000+0.56%
Q2 2019817$170,000+0.15%
Q1 2019730$139,000+0.12%
Q4 2018375$67,000+0.07%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Tower View Wealth Management LLC’s full portfolio or all institutional holders of MCD.