Form 13-F position report

MCDONALDS CORP

Reported by Aevitas Wealth Management Inc

Company profile Manager portfolio Source filing
MCD CUSIP 580135101 Manager CIK 0001722117
Latest reported change

Reported 9,506 shares, up 473 (5.2%) from the prior quarter.

Reported value -3.1%; share count 5.2% vs. the prior quarter.

Added
% of reported 13F value 1.77% This manager · Q4 2019
Shares 9,506 Quarter-end amount reported
Reported value $1,878,000 Fair value at quarter end
Consecutive quarters held 9 Through Q4 2019

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.

20 quarters
Quarter Activity Shares Change % of reported 13F Reported value Filed
Q4 2022 Added 7,915 +232 (3.0%) 1.23% $2,085,727 2023-01-24
Q3 2022 Reduced 7,683 -55 (-0.7%) 1.33% $1,773,000 2022-10-24
Q2 2022 Added 7,738 +12 (0.2%) 1.29% $1,910,000 2022-07-22
Q1 2022 Reduced 7,726 -113 (-1.4%) 1.17% $1,911,000 2022-04-25
Q4 2021 Added 7,839 +10 (0.1%) 1.25% $2,101,000 2022-01-19
Q3 2021 Added 7,829 +161 (2.1%) 1.2% $1,888,000 2021-11-01
Q2 2021 Added 7,668 +110 (1.5%) 1.13% $1,771,000 2021-07-22
Q1 2021 Added 7,558 +137 (1.8%) 1.18% $1,694,000 2021-04-29
Q4 2020 Added 7,421 +11 (0.1%) 1.17% $1,592,000 2021-01-19
Q3 2020 Added 7,410 +60 (0.8%) 1.34% $1,626,000 2020-10-22
Q2 2020 Added 7,350 +340 (4.9%) 1.25% $1,356,000 2020-07-29
Q1 2020 Reduced 7,010 -2,496 (-26.3%) 1.3% $1,159,000 2020-04-16
Q4 2019 Added 9,506 +473 (5.2%) 1.77% $1,878,000 2020-01-31
Q3 2019 Reduced 9,033 -291 (-3.1%) 1.94% $1,939,000 2019-10-21
Q2 2019 Added 9,324 +10 (0.1%) 1.95% $1,936,000 2019-07-26
Q1 2019 Added 9,314 +9 (0.1%) 1.57% $1,768,000 2019-05-09
Q4 2018 Reduced 9,305 -40 (-0.4%) 1.69% $1,652,000 2019-02-14
Q3 2018 Added 9,345 +58 (0.6%) 1.42% $1,563,000 2018-11-14
Q2 2018 Reduced 9,287 -695 (-7.0%) 1.42% $1,455,000 2018-08-10
Q1 2018 Added 9,982 +13 (0.1%) 1.56% $1,561,000 2018-05-15
Five years are shown. A free account unlocks the complete reported history. Unlock full history
Institutional context

Who else reported the position

2132 managers reported MCDONALDS CORP for Q4 2019.

Manager Activity Shares Change % of reported 13F Reported value Tenure
VANGUARD GROUP INC Added 67,684,574 +227,558 0.46% $13,375,149,000 27 qtrs
BlackRock Inc Added 53,525,375 +853,211 0.41% $10,577,150,000 27 qtrs
STATE STREET CORPORATION Reduced 39,150,523 -92,882 0.53% $7,736,535,000 27 qtrs
WELLINGTON MANAGEMENT GROUP LLP Added 20,693,605 +6,129,691 0.86% $4,089,263,000 27 qtrs
FMR LLC Reduced 14,966,359 -4,376,674 0.33% $2,957,502,000 27 qtrs
Bank of America Corporation Added 12,834,863 +712,450 0.36% $2,536,298,000 27 qtrs
GEODE CAPITAL MANAGEMENT LLC Added 11,355,408 +288,582 0.47% $2,240,504,000 27 qtrs
NORTHERN TRUST CORPORATION Reduced 11,264,808 -186,489 0.5% $2,226,039,000 27 qtrs
JPMorgan Chase & Co Added 11,108,723 +2,406,825 0.41% $2,195,194,000 27 qtrs
WELLS FARGO & COMPANY MN Added 8,967,899 +55,800 0.48% $1,772,147,000 27 qtrs
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Filing details and methodology As reported
Report period
December 31, 2019
Filed
January 31, 2020
Filing type
13F-HR
Position type
COM

Voting authority reported

Sole
0
Shared
0
None
9,506

“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.