MCD MCDONALDS CORP Com

Ownership history in EDGAR LOMAX CO/VA  ·  60 quarters on record

AI Ownership Summary

EDGAR LOMAX CO/VA reported MCDONALDS CORP Com (MCD) in 60 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 2.02% in 2025 Q1. The latest visible filing shows MCD at 1.79% 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 EDGAR LOMAX CO/VA'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 1.79% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.02% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 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 EDGAR LOMAX CO/VA held MCD — position size vs. price
% of Fund (quarterly)    MCD price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 4 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 77,270 -1,760 -2.2% 1.79% $23.6M 2026-02-14 (Est.) $325.76
2025 Q3 REDUCED 79,030 -22,995 -22.5% 1.88% $24.0M 2025-11-12 $303.41
2025 Q2 REDUCED 102,025 -1,620 -1.6% 1.89% $29.8M 2025-08-12 $296.49
2025 Q1 ADDED 103,645 +34,375 +49.6% 2.02% $32.4M 2025-05-14 $300.55
56 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About EDGAR LOMAX CO/VA and MCD

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

How long has EDGAR LOMAX CO/VA reported owning MCD?

EDGAR LOMAX CO/VA reported MCD across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported MCD position in EDGAR LOMAX CO/VA's portfolio?

The largest reported portfolio weight for MCD was 2.02% in 2025 Q1.

What is the latest reported MCD position on this page?

The most recent filing on this page is 2025 Q4, when EDGAR LOMAX CO/VA reported 77,270 shares, equal to 1.79% of portfolio, with an estimated market value of $23.6M.

What does the chart on this MCD ownership page compare?

The chart compares EDGAR LOMAX CO/VA'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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