EDGAR LOMAX CO/VA 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)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 77,270 -1,760 -2.2% 1.79% $23.6M 2026-02-13 $325.76
2025 Q3 REDUCED 22.5% +2.1% 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.

How well did EDGAR LOMAX CO/VA time their MCD position?

Based on 13F filing dates vs. subsequent MCD price moves, EDGAR LOMAX CO/VA correctly timed 26 out of 58 reported position changes (45%). The annualised alpha on MCD relative to SPY over the holding period was +4.9%.

← Back to EDGAR LOMAX CO/VA Holdings