Financial Symmetry Inc MCD — McDonalds Corp

Ownership history in Financial Symmetry Inc  ·  9 quarters on record

AI Ownership Summary

Financial Symmetry Inc reported McDonalds Corp (MCD) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.26% in 2023 Q4. The latest visible filing shows MCD at 0.13% 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.

What this MCD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Financial Symmetry Inc's position in McDonalds Corp, 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 0.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.26% in 2023 Q4

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.

MCD stock page Financial Symmetry Inc fund profile Financial Symmetry Inc full holdings
How Financial Symmetry Inc 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 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED — — — 1,027 -19 -1.8% 0.13% $314K 2026-02-14 (Est.) $325.76
2025 Q3 ADDED — — — 1,046 +10 +1.0% 0.14% $318K 2025-12-17 $316.92
2025 Q2 UNCHANGED — — — 1,036 — 0% 0.16% $303K 2025-07-29 $297.50
2025 Q1 UNCHANGED — — — 1,036 — 0% 0.20% $324K 2025-04-30 $312.42
2024 Q4 UNCHANGED — — — 1,036 — 0% 0.20% $300K 2025-02-04 $281.59
2024 Q3 UNCHANGED — — — 1,036 — 0% 0.22% $315K 2024-10-21 $304.17
2024 Q2 ADDED — — — 1,036 +216 +26.3% 0.21% $264K 2024-07-10 $240.57
2024 Q1 REDUCED 7.9% -10.8% ✅ 820 -70 -7.9% 0.20% $231K 2024-04-30 $260.53
2023 Q4 INITIATED — — — 890 — — 0.26% $264K 2024-01-31 $277.73

🏢 Other funds also holding MCD

As of 2026 Q1 — sorted by position size

PICTET BANK & TRUST Ltd 3Y 7Y 4.66% Focused Investors LLC 3Y 7Y 4.12% Atwater Malick LLC 3Y 7Y 3.71% Slocum, Gordon & Co LLP 3.23% SPRING CAPITAL MANAGEMENT, LLC 3Y 2.99% R.H. Investment Group, LLC 2.92% MONARCH CAPITAL MANAGEMENT INC 3Y 7Y 2.88% Asset Planning,Inc 2.88% RD Lewis Holdings, Inc. 2.87% Boit C F David 3Y 2.73%

FAQ About Financial Symmetry Inc and MCD

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

How long has Financial Symmetry Inc reported owning MCD?

Financial Symmetry Inc reported MCD across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported MCD position in Financial Symmetry Inc's portfolio?

The largest reported portfolio weight for MCD was 0.26% in 2023 Q4.

What is the latest reported MCD position on this page?

The most recent filing on this page is 2025 Q4, when Financial Symmetry Inc reported 1,027 shares, equal to 0.13% of portfolio, with an estimated market value of $314K.

What does the chart on this MCD ownership page compare?

The chart compares Financial Symmetry Inc'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 Financial Symmetry Inc time their MCD position?

Based on 13F filing dates vs. subsequent MCD price moves, Financial Symmetry Inc correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on MCD relative to SPY over the holding period was -9.5%.

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