MCD β€” MCDONALDS CORP COM

Ownership history in COMMERZBANK AKTIENGESELLSCHAFT /FI  Β·  56 quarters on record

This page tracks every 13F SEC filing in which COMMERZBANK AKTIENGESELLSCHAFT /FI 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 β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
2.57% (2025 Q1)
πŸ“Š Avg. % of fund
0.77%
πŸ“… First filed
2009 Q2
πŸ“… Last filed
2025 Q4
⏱ Quarters held
56

Position Intelligence

COMMERZBANK AKTIENGESELLSCHAFT /FI Γ— MCD AI Analytics

πŸ“‰ COMMERZBANK AKTIENGESELLSCHAFT /FI underperformed the S&P 500 by –1.3% annually on this MCD position. Timing score: 42% (23/55 decisions correct). Average cost basis: $98.04. Maximum drawdown during holding period: –22.0%.

πŸ“ˆ Position Alpha vs SPY
-1.3%
annualised excess return

⚠️ Trailed SPY by 1.3% ann. on this position.
55 quarters analyzed

⏱️ Timing Score
42%

⚠️ Poor timing β€” buys often preceded drops, trims preceded rallies.
23 of 55 add/trim decisions correct

πŸ’° Entry Quality
$98.04
+210.0% vs current ($303.93)

Best entry: $36.30 (2009 Q2)  Β·  Worst: $305.31 (2025 Q1)

πŸ›‘οΈ Drawdown Resilience
–22.0%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
61%
buy-side decisions

34 adds Β· 22 trims. Bought during 8 of 18 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 2.55% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    MCD price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 409,297 +35,814 +9.6% 2.55% $125.1M $303.93
2025 Q3 ADDED 373,483 +8,999 +2.5% 2.36% $113.5M $300.40
2025 Q2 ADDED 364,484 +10,847 +3.1% 2.44% $106.5M $287.18
2025 Q1 ADDED 353,637 +5,518 +1.6% 2.57% $110.5M $305.31
2024 Q4 ADDED 348,119 +291,802 +518.1% 2.43% $100.9M $281.71
2024 Q3 ADDED 56,317 +6,188 +12.3% 0.46% $17.1M $294.15
2024 Q2 REDUCED 50,129 -3,973 -7.3% 0.42% $12.8M $244.74
2024 Q1 ADDED 54,102 +820 +1.5% 0.51% $15.3M $269.03
2023 Q4 ADDED 53,282 +3,815 +7.7% 0.63% $15.8M $281.32
2023 Q3 ADDED 49,467 +40,046 +425.1% 0.62% $13.0M $248.46
46 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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