MCDONALD'S CORP · CUSIP 580135101 · CIK 1566728
As of 2026-06-30, Capital Wealth Planning, LLC reported 1.92M MCD (shares), valued at $519.52M, or 2.59% of its reported non-derivative portfolio. Filed 2026-08-14.
Verify history & sources →Shares decreased 10.24%; reported value decreased 21.93%, and weight changed -1.08 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 | 2.59% | 1,921,933 | SEC filing ↗Filed Aug 14, 2026 |
| Q1 2026 | 3.67% | 2,141,203 | SEC filing ↗Filed May 15, 2026 |
| Q4 2025 | 3.70% | 1,875,794 | SEC filing ↗Filed Feb 11, 2026 |
| Q3 2025 | 3.77% | 1,762,285 | SEC filing ↗Filed Nov 13, 2025 |
| Q2 2025 | 3.71% | 1,610,074 | SEC filing ↗Filed Aug 7, 2025 |
| Q1 2025 | 3.28% | 1,209,479 | SEC filing ↗Filed May 12, 2025 |
| Q4 2024 | 2.07% | 773,044 | SEC filing ↗Filed Feb 5, 2025 |
| Q3 2024 | 2.07% | 729,165 | SEC filing ↗Filed Nov 12, 2024 |
| Q2 2024 | 3.03% | 1,136,344 | SEC filing ↗Filed Aug 9, 2024 |
| Q1 2024 | 4.64% | 1,538,043 | SEC filing ↗Filed May 7, 2024 |
| Q4 2023 | 5.16% | 1,521,249 | SEC filing ↗Filed Feb 8, 2024 |
| Q3 2023 | 4.92% | 1,520,324 | SEC filing ↗Filed Nov 6, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 4.92% | 1,520,324 | $400.51M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 6, 2023 |
| Q4 2023 | 5.16% | 1,521,249 | $451.07M | Shares increased 0.06%; reported value increased 12.62%, and weight changed +0.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 8, 2024 |
| Q1 2024 | 4.64% | 1,538,043 | $433.65M | Shares increased 1.10%; reported value decreased 3.86%, and weight changed -0.52 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 7, 2024 |
| Q2 2024 | 3.03% | 1,136,344 | $289.59M | Shares decreased 26.12%; reported value decreased 33.22%, and weight changed -1.61 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 9, 2024 |
| Q3 2024 | 2.07% | 729,165 | $222.04M | Shares decreased 35.83%; reported value decreased 23.33%, and weight changed -0.96 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 12, 2024 |
| Q4 2024 | 2.07% | 773,044 | $224.10M | Shares increased 6.02%; reported value increased 0.93%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 5, 2025 |
| Q1 2025 | 3.28% | 1,209,479 | $377.80M | Shares increased 56.46%; reported value increased 68.59%, and weight changed +1.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 12, 2025 |
| Q2 2025 | 3.71% | 1,610,074 | $470.42M | Shares increased 33.12%; reported value increased 24.51%, and weight changed +0.43 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 7, 2025 |
| Q3 2025 | 3.77% | 1,762,285 | $535.54M | Shares increased 9.45%; reported value increased 13.84%, and weight changed +0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 13, 2025 |
| Q4 2025 | 3.70% | 1,875,794 | $571.48M | Shares increased 6.44%; reported value increased 6.71%, and weight changed -0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 11, 2026 |
| Q1 2026 | 3.67% | 2,141,203 | $665.46M | Shares increased 14.15%; reported value increased 16.44%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2026 |
| Q2 2026 | 2.59% | 1,921,933 | $519.52M | Shares decreased 10.24%; reported value decreased 21.93%, and weight changed -1.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 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.