MCD — McDONALD'S CORP

Ownership history in DAVIS-REA LTD. · 65 quarters on record

This page tracks every 13F SEC filing in which DAVIS-REA LTD. reported a position in McDONALD'S 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

7.5% (2024 Q2)

Avg. % of fund

2.29%

First filed

2009 Q4

Last filed

2025 Q4

Quarters held

65

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q4	REDUCED	21,407	-51	-0.2%	1.64%	$6.5M	$303.93
2025 Q3	REDUCED	21,458	-138	-0.6%	1.58%	$6.5M	$300.40
2025 Q2	REDUCED	21,596	-535	-2.4%	1.57%	$6.3M	$287.18
2025 Q1	ADDED	22,131	+14,866	+204.6%	1.84%	$6.9M	$305.31

% 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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