SEC 13F Intelligence

James Investment Research, Inc. / MCD

James Investment Research, Inc.’s Mcdonalds Corp Position

Does James Investment Research, Inc. own Mcdonalds Corp (MCD)? Yes31.2K shares worth $10M (+1.09% of its 13F portfolio) as of Q1 2026, down from 33.5K shares the prior filed quarter.

Position Value
$10M
Q1 2026
Shares
31.2K
% of Portfolio
+1.09%
Quarters Held
30
currently held

Position History MCD

Reported value by quarter
Q4 ’18: $5MQ4 ’18Q1 ’19: $14MQ2 ’19: $21MQ3 ’19: $21MQ4 ’19: $14MQ4 ’19Q1 ’20: $12MQ2 ’20: $13MQ3 ’20: $14MQ4 ’20: $13MQ4 ’20Q1 ’21: $13MQ2 ’21: $13MQ3 ’21: $14MQ4 ’21: $17MQ4 ’21Q1 ’22: $16MQ2 ’22: $15MQ3 ’22: $13MQ4 ’22: $13,958Q4 ’22Q1 ’23: $13,110Q2 ’23: $14MQ3 ’23: $12MQ4 ’23: $13MQ4 ’23Q1 ’24: $11MQ2 ’24: $10MQ3 ’24: $11MQ4 ’24: $11MQ4 ’24Q1 ’25: $12MQ2 ’25: $11MQ3 ’25: $11MQ4 ’25: $10MQ4 ’25Q1 ’26: $10Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202631.2K$10M+1.09%
Q4 202533.5K$10M+1.12%
Q3 202536.5K$11M+1.21%
Q2 202536.6K$11M+1.27%
Q1 202537.0K$12M+1.47%
Q4 202437.0K$11M+1.28%
Q3 202437.6K$11M+1.32%
Q2 202438.1K$10M+1.16%
Q1 202439.8K$11M+1.33%
Q4 202344.7K$13M+1.66%
Q3 202346.1K$12M+1.60%
Q2 202346.4K$14M+1.77%
Q1 202346.9K$13,110+1.73%
Q4 202253.0K$13,958+1.95%
Q3 202254.6K$13M+1.80%
Q2 202262.1K$15M+2.05%
Q1 202263.0K$16M+1.64%
Q4 202163.9K$17M+1.57%
Q3 202156.4K$14M+1.26%
Q2 202156.6K$13M+1.12%
Q1 202156.6K$13M+1.15%
Q4 202059.7K$13M+1.15%
Q3 202064.0K$14M+1.30%
Q2 202068.0K$13M+1.17%
Q1 202074.8K$12M+1.28%
Q4 201972.3K$14M+1.00%
Q3 201996.6K$21M+1.51%
Q2 201998.8K$21M+1.49%
Q1 201974.4K$14M+0.92%
Q4 201830.2K$5M+0.33%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See James Investment Research, Inc.’s full portfolio or all institutional holders of MCD.