MCD MCDONALD'S CORP

Ownership history in Boit C F David  ·  18 quarters on record

AI Ownership Summary

Boit C F David reported MCDONALD'S CORP (MCD) in 18 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 3.32% in 2023 Q3. The latest visible filing shows MCD at 2.63% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MCD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Boit C F David's position in MCDONALD'S 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
2025 Q4

MCD was reported at 2.63% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.32% in 2023 Q3

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

Time in book
Holding Window
2023 Q3 to 2025 Q4

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.

How Boit C F David held MCD — position size vs. price
% of Fund (quarterly)    MCD price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 19,800 0% 2.63% $6.1M 2026-02-14 (Est.) $325.76
2025 Q3 UNCHANGED 19,800 0% 2.72% $6.0M 2025-10-28 $302.88
2025 Q2 UNCHANGED 19,800 0% 2.78% $5.8M 2025-07-30 $298.43
2025 Q1 UNCHANGED 19,800 0% 3.10% $6.2M 2025-04-08 $293.05
2024 Q4 UNCHANGED 19,800 0% 2.33% $5.7M 2025-01-24 $277.40
2024 Q3 UNCHANGED 19,800 0% 2.98% $6.0M 2024-10-07 $290.61
2024 Q2 UNCHANGED 19,800 0% 2.63% $5.0M 2024-07-10 $240.57
2024 Q1 UNCHANGED 19,800 0% 2.97% $5.4M 2024-05-02 $260.76
2023 Q4 ADDED 19,800 +1,000 +5.3% 3.29% $5.8M 2024-01-24 $285.05
2023 Q3 UNCHANGED 18,800 0% 3.32% $4.8M 2023-10-23 $240.26
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Boit C F David and MCD

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

How long has Boit C F David reported owning MCD?

Boit C F David reported MCD across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported MCD position in Boit C F David's portfolio?

The largest reported portfolio weight for MCD was 3.32% in 2023 Q3.

What is the latest reported MCD position on this page?

The most recent filing on this page is 2025 Q4, when Boit C F David reported 19,800 shares, equal to 2.63% of portfolio, with an estimated market value of $6.1M.

What does the chart on this MCD ownership page compare?

The chart compares Boit C F David'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.

← Back to Boit C F David Holdings