MCD — MCDONALDS CORP

Ownership history in ADVOCATE GROUP LLC  ·  15 quarters on record

This page tracks every 13F SEC filing in which ADVOCATE GROUP LLC reported a position in MCDONALDS CORP (MCD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.78% (2025 Q1)
Avg. % of fund
1.53%
First filed
2022 Q2
Last filed
2025 Q4
Quarters held
15
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 29,855 -2,100 -6.6% 1.48% $9.1M $303.93
2025 Q3 ADDED 31,955 +429 +1.4% 1.60% $9.7M $300.40
2025 Q2 ADDED 31,526 +301 +1.0% 1.65% $9.2M $287.18
2025 Q1 ADDED 31,225 +599 +2.0% 1.78% $9.8M $305.31
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    MCD price (monthly, adj. close)

Other funds also holding MCD

As of 2025 Q4 — sorted by position size

Gallagher Fiduciary Advisors, LLC 3Y 7Y 43.82% RIT CAPITAL PARTNERS PLC 3Y 7Y 5.85% Winning Points Advisors, LLC 3Y 5.62% HS Management Partners, LLC 3Y 7Y 5.33% RBO & CO LLC 3Y 7Y 5.27% CKW FINANCIAL GROUP 3Y 7Y 4.47% HUTNER CAPITAL MANAGEMENT INC 3Y 7Y 4.46% Patrick Mauro Investment Advisor, INC. 3Y 4.29% Eliot Finkel Investment Counsel, LLC 3Y 7Y 4.25% Lansing Street Advisors 3Y 4.15%
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