MCD β€” MCDONALDS CORP COM

Ownership history in RIT CAPITAL PARTNERS PLC  Β·  11 quarters on record

This page tracks every 13F SEC filing in which RIT CAPITAL PARTNERS PLC reported a position in MCDONALDS CORP COM (MCD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
8.37% (2012 Q3)
πŸ“Š Avg. % of fund
2.58%
πŸ“… First filed
2010 Q1
πŸ“… Last filed
2025 Q4
⏱ Quarters held
11

Position Intelligence

RIT CAPITAL PARTNERS PLC Γ— MCD AI Analytics

Timing score: 17% (1/6 decisions correct). Average cost basis: $127.79. Maximum drawdown during holding period: –3.0%.

⏱️ Timing Score
17%

⚠️ Poor timing β€” buys often preceded drops, trims preceded rallies.
1 of 6 add/trim decisions correct

πŸ’° Entry Quality
$127.79
+137.8% vs current ($303.93)

Best entry: $43.23 (2010 Q1)  Β·  Worst: $303.93 (2025 Q4)

πŸ›‘οΈ Drawdown Resilience
–3.0%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
57%
buy-side decisions

4 adds Β· 3 trims. Bought during 1 of 3 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
↓ Shrinking
last 4–5 quarters trend

πŸ“‰ Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 5.85% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    MCD price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 85,600 +44,100 +106.3% 5.85% $26.2M $303.93
2013 Q2 REDUCED 41,500 -48,500 -53.9% 1.55% $4.1M $70.95
2013 Q1 REDUCED 90,000 -15,000 -14.3% 2.65% $9.0M $70.89
2012 Q4 ADDED 105,000 +93,300 +797.4% 3.71% $9.3M $62.22
2012 Q3 ADDED 11,700 +6,000 +105.3% 8.37% $1.1M $64.14
2012 Q2 REDUCED 5,700 -9,300 -62.0% 3.08% $505K $61.41
2011 Q1 UNCHANGED 15,000 β€” 0% 0.57% $1.1M $50.89
2010 Q4 UNCHANGED 15,000 β€” 0% 0.73% $1.2M $50.92
2010 Q3 UNCHANGED 15,000 β€” 0% 1.06% $1.1M $49.05
2010 Q2 UNCHANGED 15,000 β€” 0% 0.45% $988K $43.04
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding MCD

As of 2025 Q4 β€” sorted by position size

Gallagher Fiduciary Advisors, LLC 3Y 7Y 43.82% 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% Eliot Finkel Investment Counsel, LLC 3Y 7Y 4.25% Lansing Street Advisors 3Y 4.15% Focused Investors LLC 3Y 7Y 4.06%
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