MCD — MCDONALDS CORP

Ownership history in Capstone Financial Advisors, Inc.  ·  55 quarters on record

This page tracks every 13F SEC filing in which Capstone Financial Advisors, 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.

Peak position
10.16% (2014 Q2)
Avg. % of fund
4.62%
First filed
2013 Q4
Last filed
2025 Q4
Quarters held
55
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 198,057 +196,857 +16404.8% 3.22% $60.5M $303.93
2025 Q4 REDUCED 1,200 -200,454 -99.4% 0.02% $367K $303.93
2025 Q3 REDUCED 201,654 -5,616 -2.7% 3.32% $61.3M $300.40
2025 Q2 REDUCED 207,270 -9,720 -4.5% 3.51% $60.6M $287.18
51 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    MCD price (monthly, adj. close)

Other funds also holding MCD

As of 2025 Q4 — sorted by position size

Gallagher Fiduciary Advisors, LLC 3Y 7Y 43.82% RIT CAPITAL PARTNERS PLC 3Y 7Y 5.85% Winning Points Advisors, LLC 3Y 5.62% HS Management Partners, LLC 3Y 7Y 5.33% RBO & CO LLC 3Y 7Y 5.27% CKW FINANCIAL GROUP 3Y 7Y 4.47% HUTNER CAPITAL MANAGEMENT INC 3Y 7Y 4.46% Patrick Mauro Investment Advisor, INC. 3Y 4.29% Eliot Finkel Investment Counsel, LLC 3Y 7Y 4.25% Lansing Street Advisors 3Y 4.15%
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