MCD MCDONALDS CORP

Ownership history in SL ADVISORS, LLC  ·  39 quarters on record

This page tracks every 13F SEC filing in which SL ADVISORS, LLC reported a position in MCDONALDS CORP (MCD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.99% (2020 Q3)
Avg. % of fund
1.1%
First filed
2016 Q2
Last filed
2025 Q4
Quarters held
39
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 1,394 -182 -11.5% 0.87% $426K $303.93
2025 Q3 REDUCED 1,576 -7 -0.4% 0.94% $479K $300.40
2025 Q2 UNCHANGED 1,583 0% 0.83% $463K $287.18
2025 Q1 REDUCED 1,583 -51 -3.1% 0.86% $494K $305.31
2024 Q4 REDUCED 1,634 -51 -3.0% 0.78% $474K $281.71
2024 Q3 ADDED 1,685 +10 +0.6% 0.92% $513K $294.15
2024 Q2 REDUCED 1,675 -50 -2.9% 0.84% $427K $244.74
2024 Q1 ADDED 1,725 +15 +0.9% 0.96% $486K $269.03
2023 Q4 REDUCED 1,710 -254 -12.9% 1.09% $507K $281.32
2023 Q3 UNCHANGED 1,964 0% 0.70% $517K $248.46
29 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    MCD price (monthly, adj. close)
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