SEC 13F Intelligence

Collaborative Wealth Managment Inc. / MCD

Collaborative Wealth Managment Inc.’s Mcdonalds Corp Position

Does Collaborative Wealth Managment Inc. own Mcdonalds Corp (MCD)? Yes — 10.9K shares worth $3M (+1.55% of its 13F portfolio) as of Q1 2026, down from 12.0K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
10.9K
% of Portfolio
+1.55%
Quarters Held
18
currently held

Position History MCD

Reported value by quarter
Q4 ’21: $233,000Q4 ’21Q1 ’22: $215,000Q2 ’22: $214,000Q3 ’22: $200,000Q3 ’22Q4 ’22: $228,832Q1 ’23: $242,843Q2 ’23: $246,751Q2 ’23Q3 ’23: $3MQ4 ’23: $3MQ1 ’24: $3MQ1 ’24Q2 ’24: $3MQ3 ’24: $3MQ4 ’24: $3MQ4 ’24Q1 ’25: $3MQ2 ’25: $3MQ3 ’25: $3MQ3 ’25Q4 ’25: $4MQ1 ’26: $3Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202610.9K$3M+1.55%
Q4 202512.0K$4M+1.29%
Q3 202510.9K$3M+1.35%
Q2 202511.0K$3M+1.40%
Q1 202511.0K$3M+1.60%
Q4 202411.0K$3M+1.44%
Q3 202411.4K$3M+1.57%
Q2 202411.4K$3M+1.42%
Q1 202411.5K$3M+1.62%
Q4 202311.5K$3M+1.85%
Q3 202311.6K$3M+1.82%
Q2 2023827$246,751+0.15%
Q1 2023869$242,843+0.15%
Q4 2022868$228,832+0.15%
Q3 2022868$200,000+0.14%
Q2 2022868$214,000+0.14%
Q1 2022868$215,000+0.12%
Q4 2021868$233,000+0.13%

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