RBC Private Counsel (USA) Inc. MCD — McDonald's Corp Common Stock

Ownership history in RBC Private Counsel (USA) Inc.  ·  18 quarters on record

AI Ownership Summary

RBC Private Counsel (USA) Inc. reported McDonald's Corp Common Stock (MCD) in 18 quarterly 13F filings .

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 RBC Private Counsel (USA) Inc.'s position in McDonald's Corp Common Stock, 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
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See the most recent quarter where the fund disclosed this position.

High-water mark
Peak Conviction
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Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
18 quarters

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 RBC Private Counsel (USA) Inc. fund profile RBC Private Counsel (USA) Inc. full holdings
How RBC Private Counsel (USA) Inc. 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 0 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
18 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding MCD

As of 2026 Q2 — sorted by position size

Roxbury Financial LLC 0.91% MassMutual Private Wealth & Trust, FSB 3Y 7Y 0.88% Adelphi Trust Co 0.7% First County Bank /CT/ 3Y 0.64% EASTERN BANK 3Y 7Y 0.6% Brick & Kyle, Associates 3Y 7Y 0.6% CX Institutional 3Y 7Y 0.31% CONFLUENCE INVESTMENT MANAGEMENT LLC 3Y 7Y 0.28% First Financial Bank - Trust Division 3Y 7Y 0.19% Silverleafe Capital Partners, LLC 3Y 7Y 0.17%

FAQ About RBC Private Counsel (USA) Inc. and MCD

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

How long has RBC Private Counsel (USA) Inc. reported owning MCD?

RBC Private Counsel (USA) Inc. reported MCD across 0 quarterly 13F filings.

What was the largest reported MCD position in RBC Private Counsel (USA) Inc.'s portfolio?

This page shows the quarter-by-quarter portfolio weight history for MCD in RBC Private Counsel (USA) Inc..

What is the latest reported MCD position on this page?

The most recent filing on this page is 2009 Q3, when RBC Private Counsel (USA) Inc. reported 18,214 shares, equal to 0.65% of portfolio, with an estimated market value of $1.0M.

What does the chart on this MCD ownership page compare?

The chart compares RBC Private Counsel (USA) Inc.'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 RBC Private Counsel (USA) Inc. time their MCD position?

Based on 13F filing dates vs. subsequent MCD price moves, RBC Private Counsel (USA) Inc. correctly timed 10 out of 17 reported position changes (59%). The annualised alpha on MCD relative to SPY over the holding period was +20.8%.

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