MCD — McDonald's Corp Common

Ownership history in BOSTON RESEARCH & MANAGEMENT INC  ·  73 quarters on record

AI Ownership Summary

BOSTON RESEARCH & MANAGEMENT INC reported McDonald's Corp Common (MCD) in 73 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.91% in 2025 Q1. The latest visible filing shows MCD at 1.70% 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 BOSTON RESEARCH & MANAGEMENT INC's position in McDonald's Corp Common, 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 1.70% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.91% in 2025 Q1

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.

MCD stock page BOSTON RESEARCH & MANAGEMENT INC fund profile BOSTON RESEARCH & MANAGEMENT INC full holdings
How BOSTON RESEARCH & MANAGEMENT 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 REDUCED 24,172 -847 -3.4% 1.70% $7.4M 2026-02-14 (Est.) $325.76
2025 Q3 ADDED 25,019 +2 +0.0% 1.68% $7.6M 2025-11-12 $303.41
2025 Q2 ADDED 25,017 +333 +1.3% 1.75% $7.3M 2025-08-12 $296.49
2025 Q1 REDUCED 24,684 -362 -1.4% 1.91% $7.7M 2025-05-12 $304.87
2024 Q4 REDUCED 25,046 -83 -0.3% 1.78% $7.3M 2025-02-12 $298.92
2024 Q3 ADDED 25,129 +190 +0.8% 1.80% $7.7M 2024-11-12 $288.49
2024 Q2 ADDED 24,939 +592 +2.4% 1.61% $6.4M 2024-08-13 $259.60
2024 Q1 ADDED 24,347 +108 +0.4% 1.70% $6.9M 2024-05-14 $258.26
2023 Q4 ADDED 24,239 +501 +2.1% 1.91% $7.2M 2024-02-12 $274.62
64 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding MCD

As of 2026 Q1 — sorted by position size

ROWLANDMILLER & PARTNERS.ADV 3Y 7Y 2.32% Somerset Trust Co 3Y 7Y 1.8% ADIRONDACK TRUST CO 3Y 7Y 1.11% Adelphi Trust Co 0.83% First County Bank /CT/ 0.83% Marex Group plc 0.69% Signature Wealth Management Group 3Y 7Y 0.65% NEVILLE RODIE & SHAW INC 3Y 7Y 0.51% WASHINGTON TRUST Co 3Y 7Y 0.4% Coastline Trust Co 3Y 7Y 0.38%

FAQ About BOSTON RESEARCH & MANAGEMENT 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 BOSTON RESEARCH & MANAGEMENT INC reported owning MCD?

BOSTON RESEARCH & MANAGEMENT INC reported MCD across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported MCD position in BOSTON RESEARCH & MANAGEMENT INC's portfolio?

The largest reported portfolio weight for MCD was 1.91% in 2025 Q1.

What is the latest reported MCD position on this page?

The most recent filing on this page is 2025 Q4, when BOSTON RESEARCH & MANAGEMENT INC reported 24,172 shares, equal to 1.70% of portfolio, with an estimated market value of $7.4M.

What does the chart on this MCD ownership page compare?

The chart compares BOSTON RESEARCH & MANAGEMENT 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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