BAYPOINTE PARTNERS LLC MCD — MCDONALDS CORP

Ownership history in BAYPOINTE PARTNERS LLC  ·  7 quarters on record

AI Ownership Summary

BAYPOINTE PARTNERS LLC reported MCDONALDS CORP (MCD) in 7 quarterly 13F filings from 2025 Q1 through 2026 Q3. Peak portfolio weight reached 14.01% in 2026 Q3. The latest visible filing shows MCD at 14.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MCD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BAYPOINTE PARTNERS LLC's position in MCDONALDS CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

MCD was reported at 14.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
14.01% in 2026 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MCD stock page BAYPOINTE PARTNERS LLC fund profile BAYPOINTE PARTNERS LLC full holdings
How BAYPOINTE PARTNERS LLC held MCD — position size vs. price
% of Fund (quarterly)    MCD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 7,500 +358 +5.0% 14.01% $1.7M 2026-10-22 $252.63
2026 Q2 ADDED — — — 7,142 +1,542 +27.5% 4.63% $1.9M 2026-07-30 $266.55
2026 Q1 ADDED — — — 5,600 +1,211 +27.6% 2.39% $1.7M 2026-04-30 $289.55
2025 Q4 REDUCED 85.0% +2.3% ❌ 4,389 -24,778 -85.0% 2.82% $1.3M 2026-02-02 $312.41
2025 Q3 ADDED — — — 29,167 +9,167 +45.8% 4.05% $8.9M 2025-11-13 $299.87
2025 Q2 REDUCED 33.3% +4.3% ❌ 20,000 -10,000 -33.3% 6.85% $5.8M 2025-08-12 $292.42
2025 Q1 INITIATED — — — 30,000 — — 7.80% $9.4M 2025-05-13 $297.56

🏢 Other funds also holding MCD

As of 2026 Q3 — sorted by position size

B&D White Capital Company, LLC 3Y 3.45% ABSHER WEALTH MANAGEMENT, LLC 3Y 3.06% PICTET BANK & TRUST Ltd 3Y 7Y 2.97% Focused Investors LLC 3Y 7Y 2.96% CKW FINANCIAL GROUP 3Y 7Y 2.86% Westchester Capital Management, Inc. 3Y 7Y 2.4% Atwater Malick LLC 3Y 7Y 2.24% SMITH CHAS P & ASSOCIATES PA CPAS 3Y 7Y 2.21% SPRING CAPITAL MANAGEMENT, LLC 3Y 2.2% Catherine Avery Investment Management LLC 2.07%

FAQ About BAYPOINTE PARTNERS LLC and MCD

These are the practical questions this page is built to answer before you even open the full history table.

How long has BAYPOINTE PARTNERS LLC reported owning MCD?

BAYPOINTE PARTNERS LLC reported MCD across 7 quarterly 13F filings, from 2025 Q1 through 2026 Q3.

What was the largest reported MCD position in BAYPOINTE PARTNERS LLC's portfolio?

The largest reported portfolio weight for MCD was 14.01% in 2026 Q3.

What is the latest reported MCD position on this page?

The most recent filing on this page is 2026 Q3, when BAYPOINTE PARTNERS LLC reported 7,500 shares, equal to 14.01% of portfolio, with an estimated market value of $1.7M.

What does the chart on this MCD ownership page compare?

The chart compares BAYPOINTE PARTNERS LLC's quarterly MCD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did BAYPOINTE PARTNERS LLC time their MCD position?

Based on 13F filing dates vs. subsequent MCD price moves, BAYPOINTE PARTNERS LLC correctly timed 2 out of 6 reported position changes (33%). The annualised alpha on MCD relative to SPY over the holding period was -92.8%.

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