MCD — MCDONALDS CORP

Ownership history in CKW FINANCIAL GROUP  ·  48 quarters on record

This page tracks every 13F SEC filing in which CKW FINANCIAL GROUP 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
8.39% (2022 Q4)
Avg. % of fund
4.81%
First filed
2013 Q4
Last filed
2025 Q4
Quarters held
48
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 134,941 -200 -0.1% 4.47% $41.2M $303.93
2025 Q3 REDUCED 135,141 -6,000 -4.3% 4.43% $40.6M $300.40
2025 Q2 REDUCED 141,141 -399 -0.3% 4.83% $42.0M $287.18
2025 Q1 ADDED 141,540 +6,000 +4.4% 5.55% $44.4M $305.31
44 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% 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% Focused Investors LLC 3Y 7Y 4.06%
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