MCD — MCDONALDS CORP COM

Ownership history in CASTLEARK MANAGEMENT LLC  ·  24 quarters on record

This page tracks every 13F SEC filing in which CASTLEARK MANAGEMENT LLC reported a position in MCDONALDS CORP COM (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
0.87% (2011 Q4)
Avg. % of fund
0.06%
First filed
2011 Q4
Last filed
2025 Q3
Quarters held
24
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 10,250 +1,620 +18.8% 0.09% $3.1M $300.40
2025 Q2 REDUCED 8,630 -18,840 -68.6% 0.08% $2.5M $287.18
2025 Q1 ADDED 27,470 +26,670 +3333.8% 0.30% $8.6M $305.31
2016 Q4 UNCHANGED 800 — 0% 0.00% $97K $97.81
2016 Q3 UNCHANGED 800 — 0% 0.00% $92K $91.98
2016 Q2 UNCHANGED 800 — 0% 0.00% $96K $95.22
2016 Q1 UNCHANGED 800 — 0% 0.00% $101K $98.72
2015 Q4 UNCHANGED 800 — 0% 0.00% $95K $92.10
2015 Q3 UNCHANGED 800 — 0% 0.00% $79K $76.21
2015 Q2 UNCHANGED 800 — 0% 0.00% $76K $72.89
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% 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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