&PARTNERS MCD — MCDONALDS CORP

Ownership history in &PARTNERS  ·  22 quarters on record

AI Ownership Summary

&PARTNERS reported MCDONALDS CORP (MCD) in 22 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.66% in 2025 Q1. The latest visible filing shows MCD at 0.48% 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 &PARTNERS'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 0.48% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.66% 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 &PARTNERS fund profile &PARTNERS full holdings
How &PARTNERS 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 — — — 301,098 +28,620 +10.5% 0.48% $92.0M 2026-02-14 (Est.) $325.76
2025 Q3 ADDED — — — 272,478 +22,064 +8.8% 0.53% $82.8M 2025-11-14 $303.50
2025 Q2 ADDED — — — 250,414 +48,642 +24.1% 0.56% $73.1M 2025-08-14 $303.68
2025 Q1 ADDED — — — 201,772 +17,579 +9.5% 0.66% $62.0M 2025-05-15 $307.37
2024 Q4 ADDED — — — 184,193 +82,490 +81.1% 0.65% $54.3M 2025-02-14 $299.84
2024 Q3 ADDED — — — 101,703 +56,943 +127.2% 0.60% $31.0M 2024-11-14 $288.40
2024 Q2 ADDED — — — 44,760 +34,300 +327.9% 0.50% $11.4M 2024-07-24 $243.33
2024 Q1 ADDED — — — 10,460 +6,662 +175.4% 0.41% $3.0M 2024-04-11 $256.31
2023 Q4 ADDED — — — 3,798 +2,662 +234.3% 0.27% $1.1M 2024-01-09 $275.97
13 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% CKW FINANCIAL GROUP 3Y 7Y 4.27% Patrick Mauro Investment Advisor, INC. 3Y 4.17% 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% Westchester Capital Management, Inc. 3Y 7Y 3.23% Slocum, Gordon & Co LLP 3.23%

FAQ About &PARTNERS and MCD

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

How long has &PARTNERS reported owning MCD?

&PARTNERS reported MCD across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported MCD position in &PARTNERS's portfolio?

The largest reported portfolio weight for MCD was 0.66% in 2025 Q1.

What is the latest reported MCD position on this page?

The most recent filing on this page is 2025 Q4, when &PARTNERS reported 301,098 shares, equal to 0.48% of portfolio, with an estimated market value of $92.0M.

What does the chart on this MCD ownership page compare?

The chart compares &PARTNERS'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 &PARTNERS time their MCD position?

Based on 13F filing dates vs. subsequent MCD price moves, &PARTNERS correctly timed 10 out of 21 reported position changes (48%). The annualised alpha on MCD relative to SPY over the holding period was -5.1%.

← Back to &PARTNERS Holdings