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MCD position history

The shares of McDonald's (MCD) that MATRIX ASSET ADVISORS INC reported in each quarter’s 13F.

Equity, COM

Shares held by quarter

New Add Reduce Exit

  1. 2023 Q1: 767 shares, $214K, 0.03% of portfolio, New
  2. 2023 Q2: 1,326 shares, $396K, 0.05% of portfolio, Add +72.9%
  3. 2023 Q3: 1,130 shares, $298K, 0.04% of portfolio, Reduce −14.8%
  4. 2023 Q4: 1,133 shares, $336K, 0.04% of portfolio, Add +0.3%
  5. 2024 Q1: 1,067 shares, $301K, 0.04% of portfolio, Reduce −5.8%
  6. 2024 Q2: 1,070 shares, $273K, 0.03% of portfolio, Add +0.3%
  7. 2024 Q3: 1,074 shares, $327K, 0.04% of portfolio, Add +0.4%
  8. 2024 Q4: 1,077 shares, $312K, 0.03% of portfolio, Add +0.3%
  9. 2025 Q1: 1,080 shares, $337K, 0.04% of portfolio, Add +0.3%
  10. 2025 Q2: 2,168 shares, $633K, 0.06% of portfolio, Add +100.7%
  11. 2025 Q3: 1,090 shares, $331K, 0.03% of portfolio, Reduce −49.7%
  12. 2025 Q4: 1,090 shares, $333K, 0.03% of portfolio
  13. 2026 Q1: 1,094 shares, $340K, 0.03% of portfolio, Add +0.4%
  14. 2026 Q2: 12,335 shares, $3.3M, 0.27% of portfolio, Add +1027.5%
  15. 2026 Q3: 63,006 shares, $15M, 1.2% of portfolio, Add +410.8%
Holdings date Value % of holdings Shares Filing date All 13F holders