Ownership history in HS Management Partners, LLC Β· 64 quarters on record
This page tracks every 13F SEC filing in which HS Management Partners, LLC reported a position in MC DONALDS CORP COM COM (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 HS Management Partners, LLC underperformed the S&P 500 by β1.8% annually on this MCD position. Timing score: 52% (33/63 decisions correct). Average cost basis: $102.17. Maximum drawdown during holding period: β22.0%.
β οΈ Trailed SPY by 1.8% ann. on this position.
63 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
33 of 63 add/trim decisions correct
Best entry: $34.17 (2009 Q1) Β· Worst: $300.40 (2025 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
27 adds Β· 37 trims. Bought during 9 of 20 down-price quarters. π Predominantly trimming β distribution phase.
π HS Management Partners, LLC has been actively increasing its MCD allocation β a bullish signal from insiders.
Currently 5.33% 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