MCD MCDONALDS CORP COMMON

Ownership history in LYNCH & ASSOCIATES/IN  ·  72 quarters on record

This page tracks every 13F SEC filing in which LYNCH & ASSOCIATES/IN reported a position in MCDONALDS CORP COMMON (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
2.5% (2023 Q2)
Avg. % of fund
1.36%
First filed
1999 Q4
Last filed
2025 Q4
Quarters held
72
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 34,047 +857 +2.6% 1.97% $10.4M $303.93
2025 Q3 REDUCED 33,190 -197 -0.6% 1.95% $10.1M $300.40
2025 Q2 ADDED 33,387 +64 +0.2% 1.97% $9.8M $287.18
2025 Q1 REDUCED 33,323 -11 -0.0% 2.25% $10.4M $305.31
2024 Q4 ADDED 33,334 +156 +0.5% 2.10% $9.7M $281.71
2024 Q3 ADDED 33,178 +21 +0.1% 2.14% $10.1M $294.15
2024 Q2 ADDED 33,157 +1,013 +3.2% 1.90% $8.4M $244.74
2024 Q1 REDUCED 32,144 -1,408 -4.2% 2.09% $9.1M $269.03
2023 Q4 ADDED 33,552 +666 +2.0% 2.42% $9.9M $281.32
2023 Q3 ADDED 32,886 +119 +0.4% 2.29% $8.7M $248.46
62 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    MCD price (monthly, adj. close)
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