MCDONALD'S CORP · CUSIP 580135101 · CIK 2084339
As of 2026-06-30, BROADWATER CAPITAL MANAGEMENT LLC reported 19.26K MCD (shares), valued at $5.21M, or 3.78% of its reported non-derivative portfolio. Filed 2026-07-24.
Verify history & sources →Shares increased 0.63%; reported value decreased 11.00%, and weight changed -0.59 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 | 3.78% | 19,258 | SEC filing ↗Filed Jul 24, 2026 |
| Q1 2026 | 4.37% | 19,138 | SEC filing ↗Filed Jul 24, 2026 |
| Q4 2025 | 4.37% | 19,138 | SEC filing ↗Filed Feb 3, 2026 |
| Q3 2025 | 4.54% | 20,418 | SEC filing ↗Filed Oct 31, 2025Amended |
| Q2 2025 | 0.08% | 5,985,014 | SEC filing ↗Filed Feb 3, 2026Amended |
| Q1 2025 | 5.03% | 20,585 | SEC filing ↗Filed Oct 31, 2025Amended |
| Q4 2024 | 4.60% | 20,696 | SEC filing ↗Filed Feb 3, 2026Amended |
| Q3 2024 | 4.66% | 20,770 | SEC filing ↗Filed Oct 31, 2025Amended |
| Q2 2024 | 4.08% | 20,780 | SEC filing ↗Filed Oct 31, 2025Amended |
| Q1 2024 | 4.50% | 20,820 | SEC filing ↗Filed Oct 31, 2025Amended |
| Q4 2023 | 4.91% | 21,150 | SEC filing ↗Filed Oct 31, 2025Amended |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 4.91% | 21,150 | $6.27M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Oct 31, 2025 |
| Q1 2024 | 4.50% | 20,820 | $5.87M | Shares decreased 1.56%; reported value decreased 6.39%, and weight changed -0.41 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 31, 2025 |
| Q2 2024 | 4.08% | 20,780 | $5.30M | Shares decreased 0.19%; reported value decreased 9.79%, and weight changed -0.42 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 31, 2025 |
| Q3 2024 | 4.66% | 20,770 | $6.32M | Shares decreased 0.05%; reported value increased 19.43%, and weight changed +0.58 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 31, 2025 |
| Q4 2024 | 4.60% | 20,696 | $6.00M | Shares decreased 0.36%; reported value decreased 5.14%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 3, 2026 |
| Q1 2025 | 5.03% | 20,585 | $6.43M | Shares decreased 0.54%; reported value increased 7.18%, and weight changed +0.43 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 31, 2025 |
| Q2 2025 | 0.08% | 5,985,014 | $5.99M | Shares increased 28974.64%; reported value decreased 6.92%, and weight changed -4.95 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 3, 2026 |
| Q3 2025 | 4.54% | 20,418 | $6.20M | Shares decreased 99.66%; reported value increased 3.67%, and weight changed +4.46 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 31, 2025 |
| Q4 2025 | 4.37% | 19,138 | $5.85M | Shares decreased 6.27%; reported value decreased 5.73%, and weight changed -0.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 3, 2026 |
| Q1 2026 | 4.37% | 19,138 | $5.85M | Shares unchanged; reported value increased 0.00%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 24, 2026 |
| Q2 2026 | 3.78% | 19,258 | $5.21M | Shares increased 0.63%; reported value decreased 11.00%, and weight changed -0.59 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 24, 2026 |
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