MCD McDonalds Corp COM

Ownership history in CULBERTSON A N & CO INC  ·  70 quarters on record

AI Ownership Summary

CULBERTSON A N & CO INC reported McDonalds Corp COM (MCD) in 70 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.21% in 2023 Q4. The latest visible filing shows MCD at 1.55% 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 CULBERTSON A N & CO INC's position in McDonalds Corp COM, 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 1.55% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.21% 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 CULBERTSON A N & CO INC held MCD — position size vs. price
% of Fund (quarterly)    MCD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 36,903 -315 -0.8% 1.55% $11.3M 2026-02-14 (Est.) $325.76
2025 Q3 REDUCED 37,218 -150 -0.4% 1.60% $11.3M 2025-10-24 $302.28
2025 Q2 REDUCED 37,368 -535 -1.4% 1.68% $10.9M 2025-08-11 $299.17
2025 Q1 REDUCED 37,903 -252 -0.7% 1.89% $11.8M 2025-05-15 $307.37
2024 Q4 REDUCED 38,155 -100 -0.3% 1.76% $11.1M 2025-01-16 $271.85
2024 Q3 REDUCED 38,255 -22 -0.1% 1.88% $11.6M 2024-10-16 $302.27
2024 Q2 REDUCED 38,277 -910 -2.3% 1.70% $9.8M 2024-07-30 $255.88
2024 Q1 REDUCED 39,187 -863 -2.2% 1.91% $11.0M 2024-04-30 $260.53
2023 Q4 REDUCED 40,050 -90 -0.2% 2.21% $11.9M 2024-01-19 $285.14
61 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About CULBERTSON A N & CO 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 CULBERTSON A N & CO INC reported owning MCD?

CULBERTSON A N & CO INC reported MCD across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported MCD position in CULBERTSON A N & CO INC's portfolio?

The largest reported portfolio weight for MCD was 2.21% in 2023 Q4.

What is the latest reported MCD position on this page?

The most recent filing on this page is 2025 Q4, when CULBERTSON A N & CO INC reported 36,903 shares, equal to 1.55% of portfolio, with an estimated market value of $11.3M.

What does the chart on this MCD ownership page compare?

The chart compares CULBERTSON A N & CO 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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