MCDONALD'S CORP · CUSIP 580135101 · CIK 2003557
As of 2026-06-30, Harbour Trust & Investment Management Co reported 50.95K MCD (shares), valued at $13.77M, or 1.33% of its reported non-derivative portfolio. Filed 2026-07-28.
Verify history & sources →Shares decreased 0.97%; reported value decreased 13.87%, and weight changed -0.37 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 | 1.33% | 50,948 | SEC filing ↗Filed Jul 28, 2026 |
| Q1 2026 | 1.70% | 51,448 | SEC filing ↗Filed Apr 28, 2026 |
| Q4 2025 | 1.67% | 53,454 | SEC filing ↗Filed Jan 28, 2026 |
| Q3 2025 | 1.69% | 53,944 | SEC filing ↗Filed Oct 28, 2025 |
| Q2 2025 | 1.75% | 54,135 | SEC filing ↗Filed Jul 28, 2025 |
| Q1 2025 | 2.09% | 55,135 | SEC filing ↗Filed Apr 28, 2025 |
| Q4 2024 | 1.90% | 57,728 | SEC filing ↗Filed Jan 29, 2025 |
| Q3 2024 | 2.00% | 57,758 | SEC filing ↗Filed Oct 23, 2024 |
| Q2 2024 | 1.78% | 58,584 | SEC filing ↗Filed Jul 23, 2024 |
| Q1 2024 | 2.08% | 58,730 | SEC filing ↗Filed Apr 22, 2024 |
| Q4 2023 | 2.47% | 59,015 | SEC filing ↗Filed Jan 26, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 2.47% | 59,015 | $17.50M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Jan 26, 2024 |
| Q1 2024 | 2.08% | 58,730 | $16.56M | Shares decreased 0.48%; reported value decreased 5.37%, and weight changed -0.39 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 22, 2024 |
| Q2 2024 | 1.78% | 58,584 | $14.93M | Shares decreased 0.25%; reported value decreased 9.84%, and weight changed -0.30 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 23, 2024 |
| Q3 2024 | 2.00% | 57,758 | $17.59M | Shares decreased 1.41%; reported value increased 17.81%, and weight changed +0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 23, 2024 |
| Q4 2024 | 1.90% | 57,728 | $16.73M | Shares decreased 0.05%; reported value decreased 4.85%, and weight changed -0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 29, 2025 |
| Q1 2025 | 2.09% | 55,135 | $17.22M | Shares decreased 4.49%; reported value increased 2.91%, and weight changed +0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 28, 2025 |
| Q2 2025 | 1.75% | 54,135 | $15.82M | Shares decreased 1.81%; reported value decreased 8.16%, and weight changed -0.34 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 28, 2025 |
| Q3 2025 | 1.69% | 53,944 | $16.39M | Shares decreased 0.35%; reported value increased 3.64%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 28, 2025 |
| Q4 2025 | 1.67% | 53,454 | $16.34M | Shares decreased 0.91%; reported value decreased 0.34%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 28, 2026 |
| Q1 2026 | 1.70% | 51,448 | $15.99M | Shares decreased 3.75%; reported value decreased 2.13%, and weight changed +0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 28, 2026 |
| Q2 2026 | 1.33% | 50,948 | $13.77M | Shares decreased 0.97%; reported value decreased 13.87%, and weight changed -0.37 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 28, 2026 |
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