MCD — MCDONALDS CORP

Ownership history in Jentner Corp  ·  35 quarters on record

This page tracks every 13F SEC filing in which Jentner Corp 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
0.67% (2023 Q1)
Avg. % of fund
0.48%
First filed
2016 Q4
Last filed
2025 Q2
Quarters held
35
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q2 ADDED 4,118 +23 +0.6% 0.32% $1.2M $287.18
2025 Q1 ADDED 4,095 +24 +0.6% 0.38% $1.3M $305.31
2024 Q4 ADDED 4,071 +23 +0.6% 0.34% $1.2M $281.71
2024 Q3 ADDED 4,048 +28 +0.7% 0.38% $1.2M $294.15
31 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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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