MCD — MCDONALDS CORP

Ownership history in Carmichael Hill & Associates, Inc.  ·  48 quarters on record

AI Ownership Summary

Carmichael Hill & Associates, Inc. reported MCDONALDS CORP (MCD) in 48 quarterly 13F filings from 2023 Q4 through 2024 Q3. Peak portfolio weight reached 1.2% in 2023 Q4. The latest visible filing shows MCD at 1.08% 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 Carmichael Hill & 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
2024 Q3

MCD was reported at 1.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.2% 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 2024 Q3

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 Carmichael Hill & Associates, Inc. fund profile Carmichael Hill & Associates, Inc. full holdings
How Carmichael Hill & Associates, Inc. held MCD — position size vs. price
% of Fund (quarterly)    MCD price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q3 ADDED 10,004 +9,304 +1329.1% 1.08% $3.0M 2024-11-14 (Est.) $288.40
2024 Q3 REDUCED 700 -9,297 -93.0% 0.08% $213K 2024-11-14 (Est.) $288.40
2024 Q2 ADDED 9,997 +9,297 +1328.1% 1.00% $2.5M 2024-08-02 $265.73
2024 Q2 REDUCED 700 -9,297 -93.0% 0.07% $178K 2024-08-02 $265.73
2024 Q1 ADDED 9,997 +9,397 +1566.2% 1.11% $2.8M 2024-04-24 $264.07
2024 Q1 REDUCED 600 -9,165 -93.9% 0.07% $169K 2024-04-24 $264.07
2023 Q4 ADDED 9,765 +8,765 +876.5% 1.20% $2.9M 2024-01-23 $284.68
2023 Q4 REDUCED 1,000 -8,822 -89.8% 0.12% $297K 2024-01-23 $284.68
40 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 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% ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC 4.28% Eliot Finkel Investment Counsel, LLC 3Y 7Y 4.25%

FAQ About Carmichael Hill & 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 Carmichael Hill & Associates, Inc. reported owning MCD?

Carmichael Hill & Associates, Inc. reported MCD across 8 quarterly 13F filings, from 2023 Q4 through 2024 Q3.

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

The largest reported portfolio weight for MCD was 1.20% in 2023 Q4.

What is the latest reported MCD position on this page?

The most recent filing on this page is 2024 Q3, when Carmichael Hill & Associates, Inc. reported 10,004 shares, equal to 1.08% of portfolio, with an estimated market value of $3.0M.

What does the chart on this MCD ownership page compare?

The chart compares Carmichael Hill & 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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