MCDONALD'S CORP · CUSIP 580135101 · CIK 1679543
As of 2026-06-30, Phoenix Holdings Ltd. reported 19.44K MCD (shares), valued at $5.25M, or 0.04% of its reported non-derivative portfolio. Filed 2026-08-11.
Verify history & sources →Shares increased 0.34%; reported value decreased 12.76%, and weight changed -0.02 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 | 0.04% | 19,437 | SEC filing ↗Filed Aug 11, 2026 |
| Q1 2026 | 0.06% | 19,372 | SEC filing ↗Filed May 11, 2026 |
| Q4 2025 | 0.06% | 17,813 | SEC filing ↗Filed Feb 5, 2026 |
| Q3 2025 | 0.07% | 19,310 | SEC filing ↗Filed Nov 13, 2025Amended |
| Q2 2025 | 0.68% | 177,222 | SEC filing ↗Filed Jul 30, 2025 |
| Q1 2025 | 2.73% | 570,214 | SEC filing ↗Filed May 7, 2025 |
| Q4 2024 | 1.96% | 496,317 | SEC filing ↗Filed Feb 13, 2025 |
| Q3 2024 | 1.93% | 429,058 | SEC filing ↗Filed Nov 5, 2024 |
| Q2 2024 | 0.08% | 20,549 | SEC filing ↗Filed Aug 12, 2024 |
| Q1 2024 | 0.08% | 20,296 | SEC filing ↗Filed May 15, 2024 |
| Q4 2023 | 0.08% | 13,682 | SEC filing ↗Filed Feb 14, 2024 |
| Q3 2023 | 0.06% | 11,832 | SEC filing ↗Filed Dec 4, 2023Amended |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 0.06% | 11,832 | $3.12M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Dec 4, 2023 |
| Q4 2023 | 0.08% | 13,682 | $4.55M | Shares increased 15.64%; reported value increased 45.97%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 14, 2024 |
| Q1 2024 | 0.08% | 20,296 | $5.72M | Shares increased 48.34%; reported value increased 25.69%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2024 |
| Q2 2024 | 0.08% | 20,549 | $5.25M | Shares increased 1.25%; reported value decreased 8.18%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 12, 2024 |
| Q3 2024 | 1.93% | 429,058 | $130.67M | Shares increased 1987.98%; reported value increased 2388.37%, and weight changed +1.85 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 5, 2024 |
| Q4 2024 | 1.96% | 496,317 | $143.88M | Shares increased 15.68%; reported value increased 10.11%, and weight changed +0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 13, 2025 |
| Q1 2025 | 2.73% | 570,214 | $178.14M | Shares increased 14.89%; reported value increased 23.81%, and weight changed +0.77 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 7, 2025 |
| Q2 2025 | 0.68% | 177,222 | $51.78M | Shares decreased 68.92%; reported value decreased 70.93%, and weight changed -2.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 30, 2025 |
| Q3 2025 | 0.07% | 19,310 | $5.87M | Shares decreased 89.10%; reported value decreased 88.66%, and weight changed -0.61 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 13, 2025 |
| Q4 2025 | 0.06% | 17,813 | $5.44M | Shares decreased 7.75%; reported value decreased 7.26%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 5, 2026 |
| Q1 2026 | 0.06% | 19,372 | $6.02M | Shares increased 8.75%; reported value increased 10.60%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 11, 2026 |
| Q2 2026 | 0.04% | 19,437 | $5.25M | Shares increased 0.34%; reported value decreased 12.76%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 11, 2026 |
Take these holdings further.
This page includes 12 of 12 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
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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.