MCD MCDONALDS CORP

Ownership history in Borer Denton & Associates, Inc.  ·  10 quarters on record

AI Ownership Summary

Borer Denton & Associates, Inc. reported MCDONALDS CORP (MCD) in 10 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.3% in 2023 Q4. The latest visible filing shows MCD at 1.22% 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 Borer Denton & Associates, Inc.'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
2025 Q4

MCD was reported at 1.22% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.3% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 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 Borer Denton & Associates, Inc. held MCD — position size vs. price
% of Fund (quarterly)    MCD price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 11,859 0% 1.22% $3.6M 2026-02-14 (Est.) $325.76
2025 Q3 ADDED 11,859 +200 +1.7% 1.19% $3.6M 2025-10-16 $301.82
2025 Q2 UNCHANGED 11,659 0% 1.18% $3.4M 2025-08-14 $303.68
2025 Q1 ADDED 11,659 +180 +1.6% 1.29% $3.6M 2025-05-15 $307.37
2024 Q4 ADDED 11,479 +593 +5.4% 1.16% $3.3M 2025-02-12 $298.92
2024 Q3 REDUCED 10,886 -50 -0.5% 1.13% $3.3M 2024-11-12 $288.49
2024 Q2 UNCHANGED 10,936 0% 1.01% $2.8M 2024-08-13 $259.60
2024 Q1 REDUCED 10,936 -512 -4.5% 1.09% $3.1M 2024-04-25 $262.97
2023 Q4 REDUCED 11,448 -256 -2.2% 1.30% $3.4M 2024-02-14 $273.41
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Borer Denton & Associates, Inc. and MCD

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

How long has Borer Denton & Associates, Inc. reported owning MCD?

Borer Denton & Associates, Inc. reported MCD across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported MCD position in Borer Denton & Associates, Inc.'s portfolio?

The largest reported portfolio weight for MCD was 1.30% in 2023 Q4.

What is the latest reported MCD position on this page?

The most recent filing on this page is 2025 Q4, when Borer Denton & Associates, Inc. reported 11,859 shares, equal to 1.22% of portfolio, with an estimated market value of $3.6M.

What does the chart on this MCD ownership page compare?

The chart compares Borer Denton & Associates, Inc.'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.

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