Ownership history in Financial Security Advisor, Inc. Β· 10 quarters on record
This page tracks every 13F SEC filing in which Financial Security Advisor, Inc. reported a position in McDonalds Corp (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.
π Financial Security Advisor, Inc. underperformed the S&P 500 by β14.8% annually on this MCD position. Timing score: 38% (3/8 decisions correct). Average cost basis: $281.32. Maximum drawdown during holding period: β13.0%.
β Significantly underperformed the S&P 500 by 14.8% ann.
8 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
3 of 8 add/trim decisions correct
Best entry: $281.32 (2023 Q4) Β· Worst: $281.32 (2023 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
2 adds Β· 8 trims. Bought during 0 of 4 down-price quarters. π Predominantly trimming β distribution phase.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 0.82% of portfolio
β 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.
As of 2025 Q4 β sorted by position size