MCD MCDONALDS CORP

Ownership history in J. L. Bainbridge & Co., Inc.  ·  29 quarters on record

AI Ownership Summary

J. L. Bainbridge & Co., Inc. reported MCDONALDS CORP (MCD) in 29 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.08% in 2023 Q4. The latest visible filing shows MCD at 0.05% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MCD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was J. L. Bainbridge & Co., 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 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.08% 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 J. L. Bainbridge & Co., 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 Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 2,058 0% 0.05% $629K 2026-02-14 (Est.) $325.76
2025 Q3 REDUCED 2,058 -6 -0.3% 0.05% $625K 2025-10-17 $304.55
2025 Q2 REDUCED 2,064 -2 -0.1% 0.05% $603K 2025-08-12 $296.49
2025 Q1 REDUCED 2,066 -49 -2.3% 0.06% $645K 2025-04-24 $309.07
2024 Q4 ADDED 2,115 +16 +0.8% 0.06% $613K 2025-02-10 $299.72
2024 Q3 UNCHANGED 2,099 0% 0.06% $639K 2024-11-12 $288.49
2024 Q2 REDUCED 2,099 -198 -8.6% 0.05% $535K 2024-08-13 $259.60
2024 Q1 UNCHANGED 2,297 0% 0.07% $648K 2024-05-09 $255.67
2023 Q4 ADDED 2,297 +28 +1.2% 0.08% $681K 2024-02-12 $274.62
20 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About J. L. Bainbridge & Co., 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 J. L. Bainbridge & Co., Inc. reported owning MCD?

J. L. Bainbridge & Co., Inc. reported MCD across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported MCD position in J. L. Bainbridge & Co., Inc.'s portfolio?

The largest reported portfolio weight for MCD was 0.08% in 2023 Q4.

What is the latest reported MCD position on this page?

The most recent filing on this page is 2025 Q4, when J. L. Bainbridge & Co., Inc. reported 2,058 shares, equal to 0.05% of portfolio, with an estimated market value of $629K.

What does the chart on this MCD ownership page compare?

The chart compares J. L. Bainbridge & Co., 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.

← Back to J. L. Bainbridge & Co., Inc. Holdings