MCD — MCDONALDS CORP

Ownership history in MassMutual Private Wealth & Trust, FSB  ·  47 quarters on record

AI Ownership Summary

MassMutual Private Wealth & Trust, FSB reported MCDONALDS CORP (MCD) in 47 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.18% in 2025 Q1. The latest visible filing shows MCD at 1.06% 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 MassMutual Private Wealth & Trust, FSB'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
2026 Q1

MCD was reported at 1.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.18% in 2025 Q1

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 2026 Q1

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.

MCD stock page MassMutual Private Wealth & Trust, FSB fund profile MassMutual Private Wealth & Trust, FSB full holdings
How MassMutual Private Wealth & Trust, FSB 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 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 125,419 -1,874 -1.5% 1.06% $39.0M 2026-04-13 $304.51
2025 Q4 REDUCED 127,293 -2,545 -2.0% 1.00% $38.9M 2026-01-07 $302.47
2025 Q3 REDUCED 129,838 -923 -0.7% 1.01% $39.5M 2025-10-22 $306.55
2025 Q2 ADDED 130,761 +669 +0.5% 1.02% $38.2M 2025-07-09 $288.02
2025 Q1 ADDED 130,092 +2,315 +1.8% 1.18% $40.6M 2025-04-01 $306.54
2024 Q4 ADDED 127,777 +2,297 +1.8% 1.04% $37.0M 2025-01-16 $271.85
2024 Q3 ADDED 125,480 +3,056 +2.5% 1.09% $38.2M 2024-10-02 $293.42
2024 Q2 ADDED 122,424 +4,457 +3.8% 0.95% $31.2M 2024-07-02 $237.97
2024 Q1 ADDED 117,967 +1,706 +1.5% 1.03% $33.3M 2024-04-09 $257.10
2023 Q4 REDUCED 116,261 -758 -0.6% 1.16% $34.5M 2024-01-03 $279.31
37 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding MCD

As of 2026 Q1 — sorted by position size

PICTET BANK & TRUST Ltd 3Y 7Y 4.66% Focused Investors LLC 3Y 7Y 4.12% Slocum, Gordon & Co LLP 3.23% SPRING CAPITAL MANAGEMENT, LLC 3Y 2.99% R.H. Investment Group, LLC 2.92% MONARCH CAPITAL MANAGEMENT INC 3Y 7Y 2.88% RD Lewis Holdings, Inc. 2.87% Boit C F David 3Y 2.73% ROFFMAN MILLER ASSOCIATES INC /PA/ 3Y 7Y 2.67% BANQUE PICTET & CIE SA 3Y 7Y 2.44%

FAQ About MassMutual Private Wealth & Trust, FSB and MCD

These are the practical questions this page is built to answer before you even open the full history table.

How long has MassMutual Private Wealth & Trust, FSB reported owning MCD?

MassMutual Private Wealth & Trust, FSB reported MCD across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported MCD position in MassMutual Private Wealth & Trust, FSB's portfolio?

The largest reported portfolio weight for MCD was 1.18% in 2025 Q1.

What is the latest reported MCD position on this page?

The most recent filing on this page is 2026 Q1, when MassMutual Private Wealth & Trust, FSB reported 125,419 shares, equal to 1.06% of portfolio, with an estimated market value of $39.0M.

What does the chart on this MCD ownership page compare?

The chart compares MassMutual Private Wealth & Trust, FSB'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.

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