OXFORD FINANCIAL GROUP, LTD. LLC MCD — MCDONALDS CORP

Ownership history in OXFORD FINANCIAL GROUP, LTD. LLC  ·  24 quarters on record

AI Ownership Summary

OXFORD FINANCIAL GROUP, LTD. LLC reported MCDONALDS CORP (MCD) in 24 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.74% in 2025 Q1. The latest visible filing shows MCD at 1.35% 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 OXFORD FINANCIAL GROUP, LTD. LLC'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
2025 Q4

MCD was reported at 1.35% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.74% 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 2025 Q4

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 OXFORD FINANCIAL GROUP, LTD. LLC fund profile OXFORD FINANCIAL GROUP, LTD. LLC full holdings
How OXFORD FINANCIAL GROUP, LTD. LLC 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 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 80,590 +311 +0.4% 1.35% $24.6M 2026-02-14 (Est.) $325.76
2025 Q3 ADDED — — — 80,279 +516 +0.6% 1.38% $24.4M 2025-11-13 $304.05
2025 Q2 ADDED — — — 79,763 +289 +0.4% 1.38% $23.3M 2025-08-14 $303.68
2025 Q1 ADDED — — — 79,474 +255 +0.3% 1.74% $24.8M 2025-05-15 $307.37
2024 Q4 ADDED — — — 79,219 +200 +0.3% 1.49% $23.0M 2025-02-11 $301.46
2024 Q3 REDUCED — — — 79,019 -644 -0.8% 1.53% $24.1M 2024-11-12 $288.49
2024 Q2 REDUCED — — — 79,663 -85 -0.1% 1.34% $20.3M 2024-08-14 $260.41
2024 Q1 ADDED — — — 79,748 +129 +0.2% 1.56% $22.5M 2024-05-13 $258.89
2023 Q4 ADDED — — — 79,619 +664 +0.8% 1.73% $23.6M 2024-02-14 $273.41
15 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% Lansing Street Advisors 3Y 4.17% Focused Investors LLC 3Y 7Y 4.12% HS Management Partners, LLC 3Y 7Y 3.88% Eliot Finkel Investment Counsel, LLC 3Y 7Y 3.84% Atwater Malick LLC 3Y 7Y 3.71% 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%

FAQ About OXFORD FINANCIAL GROUP, LTD. LLC and MCD

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

How long has OXFORD FINANCIAL GROUP, LTD. LLC reported owning MCD?

OXFORD FINANCIAL GROUP, LTD. LLC reported MCD across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported MCD position in OXFORD FINANCIAL GROUP, LTD. LLC's portfolio?

The largest reported portfolio weight for MCD was 1.74% in 2025 Q1.

What is the latest reported MCD position on this page?

The most recent filing on this page is 2025 Q4, when OXFORD FINANCIAL GROUP, LTD. LLC reported 80,590 shares, equal to 1.35% of portfolio, with an estimated market value of $24.6M.

What does the chart on this MCD ownership page compare?

The chart compares OXFORD FINANCIAL GROUP, LTD. LLC'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.

How well did OXFORD FINANCIAL GROUP, LTD. LLC time their MCD position?

Based on 13F filing dates vs. subsequent MCD price moves, OXFORD FINANCIAL GROUP, LTD. LLC correctly timed 13 out of 23 reported position changes (57%). The annualised alpha on MCD relative to SPY over the holding period was -3.4%.

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