MCD McDonaldsCorp

Ownership history in FAYEZ SAROFIM & CO  ·  50 quarters on record

AI Ownership Summary

FAYEZ SAROFIM & CO reported McDonaldsCorp (MCD) in 50 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.18% in 2025 Q1. The latest visible filing shows MCD at 2.00% 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 FAYEZ SAROFIM & CO's position in McDonaldsCorp, 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 2.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.18% 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
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 FAYEZ SAROFIM & CO held MCD — position size vs. price
% of Fund (quarterly)    MCD price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 2,728,362 -27,052 -1.0% 2.00% $833.9M 2026-02-14 (Est.) $325.76
2025 Q3 ADDED 2,755,414 +6,700 +0.2% 1.95% $841.7M 2025-11-14 $303.50
2025 Q2 REDUCED 2,748,714 -36,228 -1.3% 1.94% $807.0M 2025-08-14 $303.68
2025 Q1 ADDED 2,784,942 +2,301 +0.1% 2.18% $874.8M 2025-05-12 $304.87
2024 Q4 ADDED 2,782,641 +272,240 +10.8% 1.97% $811.2M 2025-02-14 $299.84
2024 Q3 ADDED 2,510,401 +72,254 +3.0% 1.94% $764.4M 2024-11-14 $288.40
2024 Q2 ADDED 2,438,147 +164,793 +7.2% 1.68% $621.3M 2024-08-14 $260.41
2024 Q1 ADDED 2,273,354 +8,475 +0.4% 1.91% $641.0M 2024-05-14 $258.26
2023 Q4 ADDED 2,264,879 +9,484 +0.4% 2.00% $655.6M 2024-02-15 $276.91
41 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About FAYEZ SAROFIM & CO and MCD

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

How long has FAYEZ SAROFIM & CO reported owning MCD?

FAYEZ SAROFIM & CO reported MCD across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported MCD position in FAYEZ SAROFIM & CO's portfolio?

The largest reported portfolio weight for MCD was 2.18% in 2025 Q1.

What is the latest reported MCD position on this page?

The most recent filing on this page is 2025 Q4, when FAYEZ SAROFIM & CO reported 2,728,362 shares, equal to 2.00% of portfolio, with an estimated market value of $833.9M.

What does the chart on this MCD ownership page compare?

The chart compares FAYEZ SAROFIM & CO'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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