MCD McDonald's Corporation

Ownership history in FOSTER DYKEMA CABOT & PARTNERS, LLC  ·  9 quarters on record

AI Ownership Summary

FOSTER DYKEMA CABOT & PARTNERS, LLC reported McDonald's Corporation (MCD) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.11% in 2023 Q4. The latest visible filing shows MCD at 0.08% 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 FOSTER DYKEMA CABOT & PARTNERS, LLC's position in McDonald's Corporation, 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 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.11% 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.

How FOSTER DYKEMA CABOT & PARTNERS, LLC 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 Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 4,250 -458 -9.7% 0.08% $1.3M 2026-02-14 (Est.) $325.76
2025 Q3 ADDED 4,708 +917 +24.2% 0.09% $1.4M 2025-11-12 $303.41
2025 Q2 ADDED 3,791 +354 +10.3% 0.08% $1.1M 2025-08-12 $296.49
2025 Q1 UNCHANGED 3,437 0% 0.09% $1.1M 2025-05-09 $306.59
2024 Q4 UNCHANGED 3,437 0% 0.08% $996K 2025-02-13 $301.27
2024 Q3 REDUCED 3,437 -195 -5.4% 0.09% $1.0M 2024-11-12 $288.49
2024 Q2 ADDED 3,632 +275 +8.2% 0.08% $926K 2024-08-14 $260.41
2024 Q1 UNCHANGED 3,357 0% 0.09% $947K 2024-05-10 $262.40
2023 Q4 INITIATED 3,357 0.11% $995K 2024-02-14 $273.41

FAQ About FOSTER DYKEMA CABOT & PARTNERS, LLC and MCD

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

How long has FOSTER DYKEMA CABOT & PARTNERS, LLC reported owning MCD?

FOSTER DYKEMA CABOT & PARTNERS, LLC reported MCD across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported MCD position in FOSTER DYKEMA CABOT & PARTNERS, LLC's portfolio?

The largest reported portfolio weight for MCD was 0.11% in 2023 Q4.

What is the latest reported MCD position on this page?

The most recent filing on this page is 2025 Q4, when FOSTER DYKEMA CABOT & PARTNERS, LLC reported 4,250 shares, equal to 0.08% of portfolio, with an estimated market value of $1.3M.

What does the chart on this MCD ownership page compare?

The chart compares FOSTER DYKEMA CABOT & PARTNERS, LLC'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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