MCD — MCDONALDS CORP

Ownership history in INCEPTIONR LLC · 6 quarters on record

This page tracks every 13F SEC filing in which INCEPTIONR LLC 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 — sourced directly from SEC EDGAR 13F filings.

Peak position

0.64% (2023 Q4)

Avg. % of fund

0.4%

First filed

2023 Q4

Last filed

2025 Q3

Quarters held

6

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q3	ADDED	5,427	+3,236	+147.7%	0.40%	$1.6M	$300.40
2025 Q2	REDUCED	2,191	-2,584	-54.1%	0.15%	$640K	$287.18
2024 Q4	REDUCED	4,775	-951	-16.6%	0.31%	$1.4M	$281.71
2024 Q3	REDUCED	5,726	-1,368	-19.3%	0.43%	$1.7M	$294.15

% of Fund (quarterly) MCD price (monthly, adj. close)

Other funds also holding MCD

As of 2025 Q4 — sorted by position size

Gallagher Fiduciary Advisors, LLC 3Y 7Y 43.82% RIT CAPITAL PARTNERS PLC 3Y 7Y 5.85% Winning Points Advisors, LLC 3Y 5.62% HS Management Partners, LLC 3Y 7Y 5.33% RBO & CO LLC 3Y 7Y 5.27% CKW FINANCIAL GROUP 3Y 7Y 4.47% HUTNER CAPITAL MANAGEMENT INC 3Y 7Y 4.46% Patrick Mauro Investment Advisor, INC. 3Y 4.29% Eliot Finkel Investment Counsel, LLC 3Y 7Y 4.25% Lansing Street Advisors 3Y 4.15%

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