Form 13-F position report

MCDONALDS CORP

Reported by Brick & Kyle Associates

Company profile Manager portfolio Source filing
MCD CUSIP 580135101 Manager CIK 0001632253
Latest reported change

Reported 21,819 shares, down 403 (1.8%) from the prior quarter.

Reported value -9.4%; share count -1.8% vs. the prior quarter.

Reduced
% of reported 13F value 2.62% This manager · Q1 2022
Shares 21,819 Quarter-end amount reported
Reported value $5,395,000 Fair value at quarter end
Consecutive quarters held 14 Through Q1 2022

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Manager history

Quarterly position history

How this manager's reported quarter-end position changed over time.

19 quarters
Quarter Activity Shares Change % of reported 13F Reported value Filed
Q2 2026 Unchanged 5,807 0 (0.0%) 0.6% $1,804,672 2026-08-06
Q1 2026 New 5,807 +5,807 (0.0%) 0.6% $1,804,672 2026-07-02
Q3 2025 Reduced 0 -6,032 (-100.0%) 0 $0 2025-11-14
Q2 2025 Reduced 6,032 -665 (-9.9%) 0.8% $1,798,000 2025-08-18
Q1 2025 Added 6,697 +2 (0.0%) 0.96% $2,084,000 2025-04-30
Q4 2024 New 6,695 +6,695 (0.0%) 0.83% $1,941,000 2025-02-25
Q3 2024 Reduced 0 -6,918 (-100.0%) 0 $0 2024-11-14
Q2 2024 Reduced 6,918 -98 (-1.4%) 0.73% $1,763,000 2024-08-15
Q1 2024 Reduced 7,016 -197 (-2.7%) 0.86% $1,933,000 2024-05-14
Q4 2023 Reduced 7,213 -145 (-2.0%) 1.06% $2,139,000 2024-02-15
Q3 2023 Reduced 7,358 -192 (-2.5%) 1.03% $1,938,000 2023-11-15
Q2 2023 Added 7,550 +1 (0.0%) 1.2% $2,242,000 2023-08-15
Q1 2023 Reduced 7,549 -292 (-3.7%) 1.21% $2,111,000 2023-05-11
Q4 2022 Reduced 7,841 -893 (-10.2%) 1.2% $2,066,000 2023-02-16
Q3 2022 Reduced 8,734 -12,741 (-59.3%) 1.23% $2,021,000 2022-11-16
Q2 2022 Reduced 21,475 -344 (-1.6%) 2.96% $5,277,000 2022-08-16
Q1 2022 Reduced 21,819 -403 (-1.8%) 2.62% $5,395,000 2022-05-23
Q4 2021 Reduced 22,222 -7 (0.0%) 2.78% $5,957,000 2022-02-15
Q3 2021 Added 22,229 +29 (0.1%) 2.73% $5,392,000 2021-11-18
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Institutional context

Who else reported the position

2802 managers reported MCDONALDS CORP for Q1 2022.

Manager Activity Shares Change % of reported 13F Reported value Tenure
VANGUARD GROUP INC Added 67,004,180 +1,039,187 0.39% $16,568,793,000 36 qtrs
BlackRock Inc Reduced 50,402,155 -2,516,600 0.34% $12,463,445,000 36 qtrs
STATE STREET CORPORATION Reduced 36,404,900 -568,482 0.45% $9,002,204,000 36 qtrs
WELLINGTON MANAGEMENT GROUP LLP Reduced 20,761,920 -2,959,371 0.88% $5,134,007,000 36 qtrs
JPMorgan Chase & Co Added 18,361,782 +1,744,151 0.55% $4,540,501,000 36 qtrs
GEODE CAPITAL MANAGEMENT LLC Added 13,004,223 +158,216 0.4% $3,208,194,000 36 qtrs
Bank of America Corporation Added 11,834,149 +374,616 0.28% $2,926,349,000 36 qtrs
NORTHERN TRUST CORPORATION Reduced 9,457,539 -80,298 0.41% $2,338,659,000 36 qtrs
MORGAN STANLEY Added 9,292,149 +250,102 0.31% $2,297,763,000 36 qtrs
WELLS FARGO & COMPANY MN Added 8,062,281 +274,365 0.51% $1,993,640,000 36 qtrs
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Filing details and methodology As reported
Report period
March 31, 2022
Filed
May 23, 2022
Filing type
13F-HR
Position type
COM

Voting authority reported

Sole
0
Shared
0
None
5,395

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.