BUTENSKY & COHEN FINANCIAL SECURITY, INC MCD MCDONALDS CORP COM

Ownership history in BUTENSKY & COHEN FINANCIAL SECURITY, INC  ·  8 quarters on record

AI Ownership Summary

BUTENSKY & COHEN FINANCIAL SECURITY, INC reported MCDONALDS CORP COM (MCD) in 8 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 1.63% in 2025 Q1. The latest visible filing shows MCD at 1.55% 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 BUTENSKY & COHEN FINANCIAL SECURITY, INC's position in MCDONALDS CORP COM, 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 Q1

MCD was reported at 1.55% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.63% 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
2024 Q4 to 2026 Q1

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 BUTENSKY & COHEN FINANCIAL SECURITY, INC 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 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 18,946 +393 +2.1% 1.55% $5.9M 2026-04-09 $307.46
2025 Q4 ADDED 18,553 +519 +2.9% 1.53% $5.7M 2026-01-13 $305.65
2025 Q3 ADDED 18,034 +470 +2.7% 1.53% $5.5M 2025-10-20 $302.19
2025 Q2 ADDED 17,564 +539 +3.2% 1.53% $5.1M 2025-07-11 $292.81
2025 Q1 ADDED 17,025 +8,387 +97.1% 1.63% $5.3M 2025-04-11 $300.85
2024 Q4 ADDED 8,638 +8,578 +14296.7% 0.79% $2.5M 2025-01-15 $272.49
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About BUTENSKY & COHEN FINANCIAL SECURITY, 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 BUTENSKY & COHEN FINANCIAL SECURITY, INC reported owning MCD?

BUTENSKY & COHEN FINANCIAL SECURITY, INC reported MCD across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported MCD position in BUTENSKY & COHEN FINANCIAL SECURITY, INC's portfolio?

The largest reported portfolio weight for MCD was 1.63% in 2025 Q1.

What is the latest reported MCD position on this page?

The most recent filing on this page is 2026 Q1, when BUTENSKY & COHEN FINANCIAL SECURITY, INC reported 18,946 shares, equal to 1.55% of portfolio, with an estimated market value of $5.9M.

What does the chart on this MCD ownership page compare?

The chart compares BUTENSKY & COHEN FINANCIAL SECURITY, 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.

How well did BUTENSKY & COHEN FINANCIAL SECURITY, INC time their MCD position?

Based on 13F filing dates vs. subsequent MCD price moves, BUTENSKY & COHEN FINANCIAL SECURITY, INC correctly timed 5 out of 7 reported position changes (71%). The annualised alpha on MCD relative to SPY over the holding period was +12.3%.

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