SEC 13F Intelligence

Cic Wealth, LLC / MCD

Cic Wealth, LLC’s Mcdonalds Corp Position

Does Cic Wealth, LLC own Mcdonalds Corp (MCD)? Yes — 23.7K shares worth $7M (+1.87% of its 13F portfolio) as of Q3 2024, up from 23.6K shares the prior filed quarter.

Position Value
$7M
Q3 2024
Shares
23.7K
% of Portfolio
+1.87%
Quarters Held
8
currently held

Position History MCD

Reported value by quarter
Q4 ’22: $6MQ4 ’22Q1 ’23: $7MQ1 ’23Q2 ’23: $7MQ2 ’23Q3 ’23: $6MQ3 ’23Q4 ’23: $7MQ4 ’23Q1 ’24: $7MQ1 ’24Q2 ’24: $6MQ2 ’24Q3 ’24: $7MQ3 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q3 202423.7K$7M+1.87%
Q2 202423.6K$6M+1.66%
Q1 202423.6K$7M+1.94%
Q4 202323.9K$7M+2.24%
Q3 202323.8K$6M+2.24%
Q2 202323.8K$7M+2.46%
Q1 202324.2K$7M+2.55%
Q4 202224.2K$6M+2.63%

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