NORTH DALLAS BANK & TRUST CO MCD — MCDONALDS CORP COM

Ownership history in NORTH DALLAS BANK & TRUST CO  ·  4 quarters on record

AI Ownership Summary

NORTH DALLAS BANK & TRUST CO reported MCDONALDS CORP COM (MCD) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q2. Peak portfolio weight reached 0.8% in 2025 Q2. The latest visible filing shows MCD at 0.57% 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.

What this MCD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was NORTH DALLAS BANK & TRUST CO's position in MCDONALDS CORP COM, 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 Q2

MCD was reported at 0.57% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.8% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q2

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 NORTH DALLAS BANK & TRUST CO fund profile NORTH DALLAS BANK & TRUST CO full holdings
How NORTH DALLAS BANK & TRUST CO 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 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 3,558 — 0% 0.57% $962K 2026-07-13 $272.61
2026 Q1 UNCHANGED — — — 3,558 — 0% 0.75% $1.1M 2026-05-14 $273.12
2025 Q4 REDUCED — — — 3,558 -73 -2.0% 0.71% $1.1M 2026-02-11 $319.25
2025 Q2 INITIATED — — — 3,631 — — 0.80% $1.1M 2025-08-20 $305.66

🏢 Other funds also holding MCD

As of 2026 Q2 — sorted by position size

Savoir Faire Capital Management, L.P. 5.24% BROADWATER CAPITAL MANAGEMENT LLC 4.37% PICTET BANK & TRUST Ltd 3Y 7Y 3.3% Lansing Street Advisors 3Y 3.04% Westchester Capital Management, Inc. 3Y 7Y 2.71% Slocum, Gordon & Co LLP 2.63% SPRING CAPITAL MANAGEMENT, LLC 3Y 2.59% MONARCH CAPITAL MANAGEMENT INC 3Y 7Y 2.33% Mayflower Financial Advisors, LLC 3Y 2.32% Stokes Capital Advisors, LLC 3Y 7Y 2.21%

FAQ About NORTH DALLAS BANK & TRUST CO and MCD

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

How long has NORTH DALLAS BANK & TRUST CO reported owning MCD?

NORTH DALLAS BANK & TRUST CO reported MCD across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q2.

What was the largest reported MCD position in NORTH DALLAS BANK & TRUST CO's portfolio?

The largest reported portfolio weight for MCD was 0.80% in 2025 Q2.

What is the latest reported MCD position on this page?

The most recent filing on this page is 2026 Q2, when NORTH DALLAS BANK & TRUST CO reported 3,558 shares, equal to 0.57% of portfolio, with an estimated market value of $962K.

What does the chart on this MCD ownership page compare?

The chart compares NORTH DALLAS BANK & TRUST CO'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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