MCD MCDONALDS CORP

Ownership history in LOCKERMAN FINANCIAL GROUP, INC.  ·  12 quarters on record

This page tracks every 13F SEC filing in which LOCKERMAN FINANCIAL GROUP, INC. 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
0.82% (2023 Q2)
Avg. % of fund
0.65%
First filed
2022 Q4
Last filed
2025 Q3
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 1,235 -9 -0.7% 0.47% $375K $300.40
2025 Q2 REDUCED 1,244 -121 -8.9% 0.49% $363K $287.18
2025 Q1 REDUCED 1,365 -7 -0.5% 0.64% $426K $305.31
2024 Q4 ADDED 1,372 +13 +1.0% 0.68% $398K $281.71
2024 Q3 ADDED 1,359 +163 +13.6% 0.70% $414K $294.15
2024 Q2 ADDED 1,196 +210 +21.3% 0.55% $305K $244.74
2024 Q1 REDUCED 986 -4 -0.4% 0.53% $278K $269.03
2023 Q4 ADDED 990 +8 +0.8% 0.68% $294K $281.32
2023 Q3 REDUCED 982 -13 -1.3% 0.70% $259K $248.46
2023 Q2 REDUCED 995 -29 -2.8% 0.82% $297K $279.94
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% of Fund (quarterly)    MCD price (monthly, adj. close)
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