RESOURCES MANAGEMENT CORP /CT/ /ADV 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 Q4 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 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 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)    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 — — — 65,244 +63,514 +3671.3% 2.58% $19.9M 2026-02-14 (Est.) $325.76
2025 Q3 REDUCED 97.4% +2.1% ❌ 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 99.6% -5.0% ✅ 297 -69,518 -99.6% 3.07% $20.8M 2024-02-14 $273.41
19 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

RIT CAPITAL PARTNERS PLC 3Y 7Y 5.61% Stonehage Fleming Financial Services Holdings Ltd 3Y 5.59% RBO & CO LLC 3Y 7Y 5.38% 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%

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 9 quarterly 13F filings, from 2023 Q4 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.

How well did RESOURCES MANAGEMENT CORP /CT/ /ADV time their MCD position?

Based on 13F filing dates vs. subsequent MCD price moves, RESOURCES MANAGEMENT CORP /CT/ /ADV correctly timed 9 out of 27 reported position changes (33%). The annualised alpha on MCD relative to SPY over the holding period was -3.6%.

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