MCD — MCDONALDS CORP

Ownership history in TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV  ·  25 quarters on record

AI Ownership Summary

TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV reported MCDONALDS CORP (MCD) in 25 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.76% in 2023 Q4. The latest visible filing shows MCD at 0.54% 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 TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV's position in MCDONALDS 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 0.54% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.76% 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 TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV fund profile TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV full holdings
How TOWNSEND ASSET MANAGEMENT CORP /NC/ /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 Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 5,046 -52 -1.0% 0.54% $1.5M 2026-02-14 (Est.) $325.76
2025 Q3 REDUCED 5,098 -254 -4.7% 0.55% $1.5M 2025-10-16 $301.82
2025 Q2 REDUCED 5,352 -164 -3.0% 0.57% $1.6M 2025-07-16 $293.80
2025 Q1 REDUCED 5,516 -7 -0.1% 0.66% $1.7M 2025-04-21 $301.74
2024 Q4 REDUCED 5,523 -83 -1.5% 0.59% $1.6M 2025-02-06 $286.05
2024 Q3 REDUCED 5,606 -27 -0.5% 0.63% $1.7M 2024-10-21 $304.17
2024 Q2 ADDED 5,633 +3 +0.1% 0.56% $1.4M 2024-07-25 $241.50
2024 Q1 ADDED 5,630 +3 +0.1% 0.63% $1.6M 2024-04-29 $261.02
2023 Q4 ADDED 5,627 +3 +0.1% 0.76% $1.7M 2024-02-01 $282.81
16 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

PICTET BANK & TRUST Ltd 3Y 7Y 4.66% Focused Investors LLC 3Y 7Y 4.12% Atwater Malick LLC 3Y 7Y 3.71% Slocum, Gordon & Co LLP 3.23% SPRING CAPITAL MANAGEMENT, LLC 3Y 2.99% R.H. Investment Group, LLC 2.92% MONARCH CAPITAL MANAGEMENT INC 3Y 7Y 2.88% RD Lewis Holdings, Inc. 2.87% Boit C F David 3Y 2.73% Stokes Capital Advisors, LLC 3Y 7Y 2.7%

FAQ About TOWNSEND ASSET MANAGEMENT CORP /NC/ /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 TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV reported owning MCD?

TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV reported MCD across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported MCD position in TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV's portfolio?

The largest reported portfolio weight for MCD was 0.76% in 2023 Q4.

What is the latest reported MCD position on this page?

The most recent filing on this page is 2025 Q4, when TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV reported 5,046 shares, equal to 0.54% of portfolio, with an estimated market value of $1.5M.

What does the chart on this MCD ownership page compare?

The chart compares TOWNSEND ASSET MANAGEMENT CORP /NC/ /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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