MCD MCDONALDS CORP

Ownership history in Coston, McIsaac & Partners  ·  15 quarters on record

AI Ownership Summary

Coston, McIsaac & Partners reported MCDONALDS CORP (MCD) in 15 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.37% in 2023 Q4. The latest visible filing shows MCD at 1.66% 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 Coston, McIsaac & Partners'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
2025 Q4

MCD was reported at 1.66% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.37% 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 2025 Q4

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.

How Coston, McIsaac & Partners held MCD — position size vs. price
% of Fund (quarterly)    MCD price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 23,359 +565 +2.5% 1.66% $7.1M 2026-02-14 (Est.) $325.76
2025 Q3 ADDED 22,794 +82 +0.4% 1.65% $6.9M 2025-11-05 $302.16
2025 Q2 REDUCED 22,712 -70 -0.3% 1.72% $6.6M 2025-08-12 $296.49
2025 Q1 REDUCED 22,782 -86 -0.4% 2.08% $7.1M 2025-05-13 $301.71
2024 Q4 REDUCED 22,868 -1,010 -4.2% 1.96% $6.6M 2025-01-23 $276.40
2024 Q3 ADDED 23,878 +519 +2.2% 2.05% $7.3M 2024-10-22 $303.98
2024 Q2 ADDED 23,359 +237 +1.0% 1.88% $6.0M 2024-07-31 $254.88
2024 Q1 ADDED 23,122 +120 +0.5% 2.09% $6.5M 2024-04-17 $257.58
2023 Q4 ADDED 23,002 +430 +1.9% 2.37% $6.8M 2024-01-23 $284.68
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Coston, McIsaac & Partners and MCD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Coston, McIsaac & Partners reported owning MCD?

Coston, McIsaac & Partners reported MCD across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported MCD position in Coston, McIsaac & Partners's portfolio?

The largest reported portfolio weight for MCD was 2.37% in 2023 Q4.

What is the latest reported MCD position on this page?

The most recent filing on this page is 2025 Q4, when Coston, McIsaac & Partners reported 23,359 shares, equal to 1.66% of portfolio, with an estimated market value of $7.1M.

What does the chart on this MCD ownership page compare?

The chart compares Coston, McIsaac & Partners'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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