MCDONALD'S CORP · CUSIP 580135101 · CIK 1455253
As of 2026-06-30, HS Management Partners, LLC reported 51.09K MCD (shares), valued at $13.81M, or 4.74% of its reported non-derivative portfolio. Filed 2026-08-06.
Verify history & sources →Shares increased 43.27%; reported value increased 24.61%, and weight changed +0.86 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 4.74% | 51,094 | SEC filing ↗Filed Aug 6, 2026 |
| Q1 2026 | 3.88% | 35,662 | SEC filing ↗Filed Apr 27, 2026 |
| Q4 2025 | 5.33% | 81,749 | SEC filing ↗Filed Feb 9, 2026 |
| Q3 2025 | 4.86% | 123,062 | SEC filing ↗Filed Oct 23, 2025 |
| Q2 2025 | 2.23% | 93,414 | SEC filing ↗Filed Jul 16, 2025Amended |
| Q1 2025 | 3.48% | 137,814 | SEC filing ↗Filed May 5, 2025 |
| Q4 2024 | 4.22% | 211,950 | SEC filing ↗Filed Feb 6, 2025 |
| Q3 2024 | 4.92% | 251,165 | SEC filing ↗Filed Oct 29, 2024 |
| Q2 2024 | 4.42% | 314,291 | SEC filing ↗Filed Aug 14, 2024 |
| Q1 2024 | 4.09% | 316,805 | SEC filing ↗Filed Apr 16, 2024 |
| Q4 2023 | 2.92% | 212,256 | SEC filing ↗Filed Jan 11, 2024 |
| Q3 2023 | 2.61% | 208,053 | SEC filing ↗Filed Oct 5, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 2.61% | 208,053 | $54.81M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 5, 2023 |
| Q4 2023 | 2.92% | 212,256 | $62.94M | Shares increased 2.02%; reported value increased 14.83%, and weight changed +0.31 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 11, 2024 |
| Q1 2024 | 4.09% | 316,805 | $89.32M | Shares increased 49.26%; reported value increased 41.93%, and weight changed +1.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 16, 2024 |
| Q2 2024 | 4.42% | 314,291 | $80.09M | Shares decreased 0.79%; reported value decreased 10.33%, and weight changed +0.33 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2024 |
| Q3 2024 | 4.92% | 251,165 | $76.48M | Shares decreased 20.09%; reported value decreased 4.51%, and weight changed +0.50 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 29, 2024 |
| Q4 2024 | 4.22% | 211,950 | $61.44M | Shares decreased 15.61%; reported value decreased 19.66%, and weight changed -0.70 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 6, 2025 |
| Q1 2025 | 3.48% | 137,814 | $43.05M | Shares decreased 34.98%; reported value decreased 29.94%, and weight changed -0.74 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 5, 2025 |
| Q2 2025 | 2.23% | 93,414 | $27.29M | Shares decreased 32.22%; reported value decreased 36.60%, and weight changed -1.25 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 16, 2025 |
| Q3 2025 | 4.86% | 123,062 | $37.40M | Shares increased 31.74%; reported value increased 37.02%, and weight changed +2.63 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 23, 2025 |
| Q4 2025 | 5.33% | 81,749 | $24.98M | Shares decreased 33.57%; reported value decreased 33.19%, and weight changed +0.47 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 9, 2026 |
| Q1 2026 | 3.88% | 35,662 | $11.08M | Shares decreased 56.38%; reported value decreased 55.64%, and weight changed -1.45 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 27, 2026 |
| Q2 2026 | 4.74% | 51,094 | $13.81M | Shares increased 43.27%; reported value increased 24.61%, and weight changed +0.86 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 6, 2026 |
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.