MCD — MCDONALD'S CORP

Ownership history in RESOURCES MANAGEMENT CORP /CT/ /ADV  ·  28 quarters on record

AI Ownership Summary

RESOURCES MANAGEMENT CORP /CT/ /ADV reported MCDONALD'S CORP (MCD) in 28 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 3.07% in 2023 Q4. The latest visible filing shows MCD at 2.58% 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 RESOURCES MANAGEMENT CORP /CT/ /ADV's position in MCDONALD'S 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 2.58% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.07% in 2023 Q4

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

Time in book
Holding Window
2023 Q3 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 RESOURCES MANAGEMENT CORP /CT/ /ADV fund profile RESOURCES MANAGEMENT CORP /CT/ /ADV full holdings
How RESOURCES MANAGEMENT CORP /CT/ /ADV held MCD — position size vs. price
% of Fund (quarterly)    MCD price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 65,244 +63,514 +3671.3% 2.58% $19.9M 2026-02-14 (Est.) $325.76
2025 Q3 REDUCED 1,730 -64,908 -97.4% 0.07% $520K 2025-11-14 $303.50
2025 Q2 REDUCED 66,638 -212 -0.3% 2.64% $19.5M 2025-08-15 $303.66
2025 Q1 REDUCED 66,850 -754 -1.1% 2.94% $20.9M 2025-05-16 $311.41
2024 Q4 REDUCED 67,604 -135 -0.2% 2.68% $19.6M 2025-02-14 $299.84
2024 Q3 REDUCED 67,739 -183 -0.3% 2.78% $20.6M 2024-11-15 $282.67
2024 Q2 ADDED 67,922 +509 +0.8% 2.52% $17.3M 2024-08-14 $260.41
2024 Q1 ADDED 67,413 +67,116 +22598.0% 2.78% $19.0M 2024-05-15 $261.32
2023 Q4 REDUCED 297 -69,518 -99.6% 3.07% $20.8M 2024-02-14 $273.41
2023 Q3 REDUCED 69,815 -1,525 -2.1% 2.99% $18.4M 2023-11-16 $260.42
18 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding MCD

As of 2025 Q4 — sorted by position size

Gallagher Fiduciary Advisors, LLC 3Y 7Y 43.82% RIT CAPITAL PARTNERS PLC 3Y 7Y 5.85% Winning Points Advisors, LLC 3Y 5.62% HS Management Partners, LLC 3Y 7Y 5.33% RBO & CO LLC 3Y 7Y 5.27% CKW FINANCIAL GROUP 3Y 7Y 4.47% HUTNER CAPITAL MANAGEMENT INC 3Y 7Y 4.46% Patrick Mauro Investment Advisor, INC. 3Y 4.29% ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC 4.28% Eliot Finkel Investment Counsel, LLC 3Y 7Y 4.25%

FAQ About RESOURCES MANAGEMENT CORP /CT/ /ADV and MCD

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

How long has RESOURCES MANAGEMENT CORP /CT/ /ADV reported owning MCD?

RESOURCES MANAGEMENT CORP /CT/ /ADV reported MCD across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported MCD position in RESOURCES MANAGEMENT CORP /CT/ /ADV's portfolio?

The largest reported portfolio weight for MCD was 3.07% in 2023 Q4.

What is the latest reported MCD position on this page?

The most recent filing on this page is 2025 Q4, when RESOURCES MANAGEMENT CORP /CT/ /ADV reported 65,244 shares, equal to 2.58% of portfolio, with an estimated market value of $19.9M.

What does the chart on this MCD ownership page compare?

The chart compares RESOURCES MANAGEMENT CORP /CT/ /ADV'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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