MCD β€” MCDONALDS CORP

Ownership history in Guardian Partners Inc.  Β·  5 quarters on record

AI Ownership Summary

Guardian Partners Inc. reported MCDONALDS CORP (MCD) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 1.75% in 2025 Q1. The latest visible filing shows MCD at 1.41% 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 Guardian Partners 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 1.41% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.75% 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
2024 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 Guardian Partners Inc. held MCD β€” position size vs. price
% of Fund (quarterly)    MCD price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 54,494 +1,002 +1.9% 1.41% $17.6M 2026-02-14 (Est.) $325.76
2025 Q3 REDUCED 53,492 -4 -0.0% 1.36% $16.1M 2025-11-13 $304.05
2025 Q2 ADDED 53,496 +350 +0.7% 1.41% $15.7M 2025-08-07 $302.65
2025 Q1 REDUCED 53,146 -376 -0.7% 1.75% $16.9M 2025-05-16 $311.41
2024 Q4 INITIATED 53,522 β€” β€” 1.56% $15.4M 2025-02-11 $301.46

FAQ About Guardian Partners 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 Guardian Partners Inc. reported owning MCD?

Guardian Partners Inc. reported MCD across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported MCD position in Guardian Partners Inc.'s portfolio?

The largest reported portfolio weight for MCD was 1.75% in 2025 Q1.

What is the latest reported MCD position on this page?

The most recent filing on this page is 2025 Q4, when Guardian Partners Inc. reported 54,494 shares, equal to 1.41% of portfolio, with an estimated market value of $17.6M.

What does the chart on this MCD ownership page compare?

The chart compares Guardian Partners 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.

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