Ownership history in BENJAMIN EDWARDS INC · 28 quarters on record
This page tracks every 13F SEC filing in which BENJAMIN EDWARDS INC 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 230,757 | -8,399 | -3.5% | 0.78% | $70.6M | $303.93 |
| 2025 Q3 | ADDED | 239,156 | +6,411 | +2.8% | 0.82% | $72.7M | $300.40 |
| 2025 Q2 | ADDED | 232,745 | +3,793 | +1.7% | 0.87% | $68.0M | $287.18 |
| 2025 Q1 | ADDED | 228,952 | +21,942 | +10.6% | 1.00% | $71.5M | $305.31 |
| 2024 Q4 | ADDED | 207,010 | +2,374 | +1.2% | 0.86% | $60.0M | $281.71 |
| 2024 Q3 | ADDED | 204,636 | +194,774 | +1975.0% | 0.91% | $62.3M | $294.15 |
| 2024 Q2 | REDUCED | 9,862 | -311 | -3.1% | 0.48% | $2.5M | $244.74 |
| 2024 Q1 | REDUCED | 10,173 | -1,147 | -10.1% | 0.57% | $2.9M | $269.03 |
| 2023 Q4 | REDUCED | 11,320 | -1,471 | -11.5% | 0.73% | $3.4M | $281.32 |
| 2023 Q3 | REDUCED | 12,791 | -1,129 | -8.1% | 0.80% | $3.4M | $248.46 |
As of 2025 Q4 — sorted by position size