SEC 13F Intelligence

First Manhattan Co. LLC. / MCD

First Manhattan Co. LLC.’s Mcdonalds Corp Position

Does First Manhattan Co. LLC. own Mcdonalds Corp (MCD)? Yes — 540.3K shares worth $168M (+0.47% of its 13F portfolio) as of Q1 2026, down from 564.7K shares the prior filed quarter.

Position Value
$168M
Q1 2026
Shares
540.3K
% of Portfolio
+0.47%
Quarters Held
30
currently held

Position History MCD

Reported value by quarter
Q4 ’18: $47MQ4 ’18Q1 ’19: $48MQ2 ’19: $52MQ3 ’19: $54MQ4 ’19: $90MQ4 ’19Q1 ’20: $88MQ2 ’20: $116MQ3 ’20: $169MQ4 ’20: $166MQ4 ’20Q1 ’21: $168MQ2 ’21: $163MQ3 ’21: $171MQ4 ’21: $195MQ4 ’21Q1 ’22: $176MQ2 ’22: $169MQ3 ’22: $157MQ4 ’22: $175MQ4 ’22Q1 ’23: $173MQ2 ’23: $176MQ3 ’23: $167MQ4 ’23: $188MQ4 ’23Q1 ’24: $188MQ2 ’24: $174MQ3 ’24: $202MQ4 ’24: $190MQ4 ’24Q1 ’25: $194MQ2 ’25: $181MQ3 ’25: $175MQ4 ’25: $173MQ4 ’25Q1 ’26: $168Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026540.3K$168M+0.47%
Q4 2025564.7K$173M+0.45%
Q3 2025577.2K$175M+0.46%
Q2 2025618.1K$181M+0.51%
Q1 2025620.7K$194M+0.57%
Q4 2024654.5K$190M+0.56%
Q3 2024664.1K$202M+0.60%
Q2 2024680.8K$174M+0.56%
Q1 2024667.3K$188M+0.61%
Q4 2023646.4K$188M+0.65%
Q3 2023642.4K$167M+0.62%
Q2 2023595.3K$176M+0.65%
Q1 2023622.7K$173M+0.66%
Q4 2022669.9K$175M+0.64%
Q3 2022692.9K$157M+0.67%
Q2 2022696.8K$169M+0.68%
Q1 2022713.0K$176M+0.58%
Q4 2021727.9K$195M+0.64%
Q3 2021709.1K$171M+0.63%
Q2 2021707.1K$163M+0.60%
Q1 2021747.5K$168M+0.72%
Q4 2020774.4K$166M+0.80%
Q3 2020771.6K$169M+0.87%
Q2 2020628.6K$116M+0.67%
Q1 2020529.7K$88M+0.57%
Q4 2019457.1K$90M+0.45%
Q3 2019249.5K$54M+0.30%
Q2 2019252.6K$52M+0.29%
Q1 2019254.5K$48M+0.28%
Q4 2018263.9K$47M+0.29%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See First Manhattan Co. LLC.’s full portfolio or all institutional holders of MCD.