MCD β€” McDonalds Corp. COM

Ownership history in EVERETT HARRIS & CO /CA/  Β·  108 quarters on record

This page tracks every 13F SEC filing in which EVERETT HARRIS & CO /CA/ reported a position in McDonalds Corp. COM (MCD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
3.78% (2011 Q3)
πŸ“Š Avg. % of fund
1.54%
πŸ“… First filed
1999 Q1
πŸ“… Last filed
2025 Q4
⏱ Quarters held
108

Position Intelligence

EVERETT HARRIS & CO /CA/ Γ— MCD AI Analytics

πŸ“ˆ EVERETT HARRIS & CO /CA/ outperformed the S&P 500 by +2.4% annually on this MCD position. Timing score: 53% (56/105 decisions correct). Average cost basis: $38.96. Maximum drawdown during holding period: –67.0%.

πŸ“ˆ Position Alpha vs SPY
+2.4%
annualised excess return

βœ… Outperformed SPY on this position by 2.4% ann.
107 quarters analyzed

⏱️ Timing Score
53%

➑️ Neutral timing β€” roughly coin-flip accuracy on add/trim calls.
56 of 105 add/trim decisions correct

πŸ’° Entry Quality
$38.96
+680.1% vs current ($303.93)

Best entry: $11.99 (2003 Q2)  Β·  Worst: $294.15 (2024 Q3)

πŸ›‘οΈ Drawdown Resilience
–67.0%
max drawdown while held

πŸ’ͺ Held through 2 major drawdowns (>20%).

πŸ’ͺ Fund Conviction
53%
buy-side decisions

56 adds Β· 50 trims. Bought during 23 of 38 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 1.46% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    MCD price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 395,961 -1,871 -0.5% 1.46% $121.0M $303.93
2025 Q3 REDUCED 397,832 -3,560 -0.9% 1.49% $120.9M $300.40
2025 Q2 REDUCED 401,392 -2,081 -0.5% 1.50% $117.3M $287.18
2025 Q1 REDUCED 403,473 -2,540 -0.6% 1.62% $126.0M $305.31
2024 Q4 ADDED 406,013 +4,302 +1.1% 1.49% $117.7M $281.71
2024 Q3 ADDED 401,711 +564 +0.1% 1.52% $122.3M $294.15
2024 Q2 ADDED 401,147 +364 +0.1% 1.31% $102.2M $244.74
2024 Q1 ADDED 400,783 +22 +0.0% 1.50% $113.0M $269.03
2023 Q4 ADDED 400,761 +1,427 +0.4% 1.70% $118.8M $281.32
2023 Q3 REDUCED 399,334 -1,383 -0.3% 1.64% $105.2M $248.46
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🏒 Other funds also holding MCD

As of 2025 Q4 β€” 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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